*If you need further help finding a resource, please call the PCOA Helpline at 520-790-7262*
PCOA assumes no responsibility by providing this information. This list is a community service and not an endorsement of any organization listed. We update information annually, however information could change over the course of a year. Please verify directly with the resource.
Listings for Financial / Fiduciaries and Representative Payees
Financial
Finances impact every part of our lives. As we age, finances can be strained by a fixed income, familial obligations, changes in the economy, and more. Resources, both public and private, in the community can help you to navigate your personal financial situations.
Fiduciaries and Representative Payees
A fiduciary serves as guardian, conservator, or estate administrator (personal representative) to protect the legal rights and financial interests of vulnerable adults, and to administer the estates of deceased persons when there is no one else willing or capable of serving in that capacity.
See the glossary for descriptions of all categories
Arizona Care Advocates, PC
1645 W. Valencia Rd., Ste. 109-403
Tucson, AZ 85746
(520) 302-8962
Fax: (520) 908-0650description
Geriatric Care management includes Assessments, Plan of Care, helping with resources for caregivers, therapists, and other providers, Advocating at Physician Appointments, Communicating with Physicians, family, and other service providers, Managing medications, Advocating in the hospital setting, Home Visits to check on any change in status and Health Care Power of Attorney services.
service area
Green Valley,Oro Valley,Tucson
business hours
M - F 8:00 AM - 5:00 PM
costs
$125.00 an hour. Cost of opening a case and performing an Assessment vary.
Arizona Fiduciary Services LLC
description
At Arizona Fiduciary Services, we recognize that many individuals do not have appropriate family or friends to carry out their final wishes or to serve as their power of attorney or successor trustee. As the largest family-owned and operated private fiduciary firm serving Southern Arizona, we are available 24 hours a day to support our clients. We are licensed, bonded, and insured and are happy to provide a confidential consultation to discuss your individual needs, in person, over the telephone, or by video call. Our initial consultations are always free, and we look forward to talking with you soon!
service area
Green Valley,Marana,Oro Valley,Sahuarita,Tucson
business hours
M-F 9:00 am to 5:00 pm, evening and weekend hours by appointment
costs
We do not charge an annual retainer fee and do not charge until services commence.
Fee Schedule as of January 1, 2023
The hourly rate is billed in decimal hours (1/10th of an hour) for services performed.
Licensed Fiduciary- Laurie Donis-Kuzdal $145.00 per hour.
Licensed Fiduciary – Arielle Morales $135.00 per hour.
Court Accounting Officer $125.00 per hour.
Case Managers/Paralegals $110.00 per hour.
Administrative Assistant $50.00 per hour.
General Labor Services $45.00 per hour.
Shopping Assistance is $45.00 per hour.
Care Coordinators Inc.
2828 N. Country Club Rd., Ste. 105
Tucson, AZ 85716
(520) 325-8881
Fax: (520) 327-7929description
Care Coordinators, Inc. is a licensed fiduciary providing care management, guardianship, conservatorship, trustee, personal estate representative, and powers of attorney services to people living in Tucson and surrounding communities.
business hours
M - F 9:00 AM - 4:00 PM
costs
Varies, please contact our office if potentially interested in our services.
Fleming & Curti, PLC
1745 E. River Rd., Ste 101
Tucson, AZ 85718
(520) 622-0400
Fax: (520) 203-0240Email: FlemingAndCurti@gmail.com
description
Elder law attorneys strongly emphasize estate planning, trust (and special needs trust) administration; guardianship and conservatorship; and long-term care planning licensed private fiduciary.
service area
Tucson
business hours
M - F 8:00 - 5:00
costs
Please see our fee schedule online at https://elder-law.com/office-fees/
Law Office of Denice R. Shepherd
2424 E. Speedway Blvd.
Tucson, AZ 85719
(520) 623-3526
Fax: (520) 622-6971Email: info@shepherdlawoffice.com
description
Elder law firm. Represents clients in decedent's estates, trusts, guardianships and conservatorships including litigated matters. Also licensed as a fiduciary with full range of fiduciary services.
service area
Tucson
business hours
M - F 8:00 - 5:00
costs
hourly rates based on service provided; written rate sheets available upon request
Organizing Helpers Inc.
description
Organizing Helpers provides Case Management, 24/7 assistance with Contracted Clients.
Fiduciary services: Guardianships, Conservatorships, Power of Attorney, Trustee and Estate Representation
Accounting and Bill Paying services for both home and business
We advocate for our clients with medical and legal professionals, social workers,
financial advisors, bankers, insurance companies, and more.
They have been working hard to help people maximize their independence while preserving their assets since 1985.
service area
Tucson
business hours
M - F 8:00 AM - 5:00 PM
costs
Private Pay
Pima County Public Fiduciary Office
Pima County Public Defense Services Administration
Pima County Public Fiduciary
32 N. Stone Ave., 4th Floor
Tucson, AZ 85701
(520) 724-5454
Fax: (520) 838-7518description
The Public Fiduciary serves as court-appointed Guardian, Conservator, or Estate Administrator for decedent estates when no one else is willing or able to help (A.R.S 14-5602). Referrals are made through our online referral form or by calling 520-724-5454 to request referral information.
service area
Pima County
business hours
M - F 8:00 AM - 5:00 PM
costs
Please call for pricing details.
Rubin & Bernstein PLLC
1004 N. 6th Ave.
Tucson, AZ 85705
(520) 623-3038
Fax: (520) 979-3438Email: info@rubinbersteinlaw.com
description
Rubin & Bernstein PLLC are Elder Law attorneys that provide estate planning, guardianship and conservatorship, probate, trusts, and fiduciary services.
service area
Tucson
business hours
M-F 9:00 AM - 5:00 PM
Sterling Case Management & Fiduciaries of Arizona, LLC
7493 N. Oracle Rd., Ste. 105
Tucson, AZ 85704
(520) 428-5080
Fax: (520) 844-3001description
Fiduciary Services, Guardian and Conservatorship, Medical and Financial POA, Personal Representative, and Trustee. We offer Case Management to families needing support and assistance caring for their loved ones. We act as trustees for special needs trusts for disabled adults. Sterling also is contracted with the VA to serve as Federal Payee for veterans. We offer transportation services.
service area
Tucson
business hours
M - F 8:30 AM 4:30 PM
costs
Fee for service by the hour. We offer a complimentary discovery session where you can learn about Sterling Case Management and Fiduciaries of Arizona see and what we have to offer. We frequently develop a plan and assistance at no charge.
U.S. Department of Veterans Affairs (VA)
description
The purpose of the Department of Veterans Affairs (VA) fiduciary program is to
ensure VA benefit payments made to a fiduciary on behalf of a beneficiary are
used for the well-being of the recipient and the beneficiary’s dependents.
Our mission is to protect Veterans and beneficiaries who are unable to manage
their financial affairs.
business hours
For 24/7 support, call the MyVA411 main information line at 800-698-2411