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) 908-0650

http://arizonacareadvocates.com

  • In-Home Services

description
Care Management services include assessments, arranging and advocating at physician appointments, medication set up, assistance with obtaining in-home care and other services, discharge planning, health, and mental status checks, advocating for clients in the hospital, and communication with family and physicians.

service area
Green Valley,Oro Valley,Tucson

business hours
M - F 8:00 AM - 5:00 PM

costs
Please call for pricing details.

Arizona Fiduciary Services LLC

1505 W. St. Mary's Rd, #209
Tucson, AZ 85745

(520) 820-4757

Fax: (520) 829-3571

http://www.ArizonaFiduciary.com

  • Spanish Services

description
Arizona Fiduciary Services provides a full spectrum of services and can be appointed as medical and financial power of attorney, Guardian, Conservator, Executor of an Estate or Trustee. Please contact us with any specific questions you may have or schedule a free, confidential initial consultation.

service area
Green Valley,Marana,Oro Valley,Sahuarita,Tucson

business hours
M - F 9:00AM - 5:00 PM by appointment

costs
Licensed Fiduciary $125.00 per hour, Assistant Fiduciary/ Case Manager $75.00 per hour. billed in 6 minute intervals for time worked. We do not charge a retainer fee and do not charge until services are requested or required.

Care Coordinators Inc.

2828 N. Country Club Rd., Ste. 105
Tucson, AZ 85716

(520) 325-8881

http://www.carecoordinatorsinc.com

  • Spanish Services

description
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

Eldercare Research & Consulting

P.O. Box 36180
Tucson, AZ 85740

(520) 297-9161

Fax: (520) 297-8036

http://www.eldercaremanager.com

  • In-Home Services

description
Eldercare Research & Consulting provides fiduciary services, including serving power-of-attorney both medical and financial, trust administration, personal representative, Guardian, and conservatorship.

service area
Oro Valley,Tucson

business hours
M - F 9:00 AM - 5:00 PM

costs
Costs are private pay and on an hourly basis.

Fleming & Curti, PLC

1745 E. River Rd., Ste 101
Tucson, AZ 85718

(520) 622-0400

Fax: (520) 203-0240

https://www.elder-law.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) 622-6971

http://shepherdlawoffice.com/

description
Elder law and fiduciary services

service area
Tucson

business hours
M - F 8:00 - 5:00

Organizing Helpers Inc.

P.O. Box 42352
Tucson, AZ 85733

(520) 327-8586

  • In-Home Services

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 Fl.
Tucson, AZ 85701

(520) 724-5417

Fax: (520) 624-7190

http://webcms.pima.gov/government/public_fiduciary/

description
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
Tucson

business hours
M - F 8:00 AM - 5:00 PM

costs
Attorney $ 200.00
Fiduciary $ 100.00
Accountant $ 100.00
Investigator $ 75.00
Paralegal $ 75.00
Probate Specialist $ 75.00
Probate Legal Assistant $ 75.00
Asset Manager $ 65.00
Burial Coordinator $ 40.00
Associated Costs Cost Amounts
Mileage (per mile) $ 0.55
Regular Envelope Postage $ 0.46
Large Envelope Postage $ 1.25
Certified Envelope Postage $ 5.59
Small Padded Mailer $ 2.00
Large Padded Mailer $ 4.00
Copy Charge (per page) $ 0.50
Long Distance Phone Call Charge (per minute) $ Actual Cost
Long Distance Fax Charge (per fax) $ 1.00
Banking Fee for 1-5 transactions per year $ 25.00
Banking Fee for 6-99 transactions per year $ 50.00
Banking Fee for 100+ transactions per year $ 100.00
Income Tax Return Preparation Fee $ 75.00

Rubin & Bernstein PLLC

382 S. Convent Ave.
Tucson, AZ 85701

(520) 623-3038

Fax: (520) 979-3438

https://www.rubinbernsteinlaw.com/

description
Rubin & Bernstein PLLC are Elder Law attorneys that provide estate planning, guardianship and conservatorship, probate, trusts, and fiduciary services.

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: (855) 760-1862

http://www.sterlingcasemanagement.com

  • Spanish Services

description
Sterling Case Management & Fiduciaries of Arizona, LLC provides professional fiduciary and case management services.

service area
Tucson

business hours
M - F 8:00 AM 4:00 PM

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