Listings for Financial / Fiduciaries and Representative Payees


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

Administration of Resources and Choices (ARC)

Home Owner Assistance Fund, Home Buyer Program and Reverse Mortgage

1625 N. Alvernon, Ste 101
Tucson, AZ 85712

(520) 623-9383

Fax: (520) 623-9577


  • Low Income

The Homeowner Assistance Fund (HAF):
Helps eligible individuals and families who have experienced financial difficulties from COVID-19 (since January 2020) pay mortgage delinquencies and balances due, past due utilities, unpaid homeowners’ insurance, and taxes.

Home Buyer Programs:
Affordable lending now makes it possible for more individuals and families to consider homeownership than ever. ARC’s certified Housing Counseling professionals use a Home Buyer Readiness Survey to create individual plans that can help you achieve successful homeownership.

You can expect to receive the following benefits upon completion of ARC’s “Home Buying and Pre-Purchase Services” program:

Education and Counseling
Eligibility Review for Down Payment Assistance
Home Purchase Budget Preparation
Credit Score Review and Credit Counseling
Home Buyer Education Class Certification
Evaluation of Various Lending Programs
Mortgage Readiness Review
How much home is right for you?
Know your borrowing potential
Review lender opportunities

Reverse Mortgage Counseling:
Let ARC’s professional counselors help you determine if a Reverse Mortgage is right for you. The initial consultation is free. You must be 62 years or older to apply.

A Reverse Mortgage Can…
Create a tax-free income stream for life
Provide security to age in place
Eliminate loan payments during your lifetime
Call us for an appointment: (520) 301-5126

business hours
Monday - Thursday 9am-5pm; Friday 9am-4pm

Frees for credit reports and reverse mortgage program, Please call for details.

Arizona Care Advocates, PC

1645 W. Valencia Rd., Ste. 109-403
Tucson, AZ 85746

(520) 302-8962

Fax: (520) 908-0650


  • In-Home Services

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

Fees for Assessments and Plans of Care, with recommendations, are from $300.00 - $500.00. Hourly rates are $120/hour, charged in 6-minute (or 1/10th of an hour) increments.

Arizona Fiduciary Services LLC

1016 W. St. Marys Rd
Tucson, AZ 85745

(520) 820-4757

Fax: (520) 829-3571


  • Spanish Services

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

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) 327-7929


  • Spanish Services

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

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) 203-0240


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

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

Please see our fee schedule online at

Law Office of Denice R. Shepherd

2424 E. Speedway Blvd.
Tucson, AZ 85719

(520) 623-3526

Fax: (520) 622-6971



Law Office of Denice R. Shepherd provides Elder Law Legal services and Fiduciary services and assists older adults with ALTCS issues.

service area

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

National Association of Personal Financial Advisors

(800) 333-6659


The National Association of Personal Financial Advisors (NAPFA) provides Fee-Only financial planning across the country with some of the highest standards for professional competency comprehensive financial planning Fee-Only compensation. With more than 4,400 members across the country, NAPFA is the leading professional association in the United States dedicated to advancing Fee-Only, fiduciary financial planning.

service area

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

Organizing Helpers Inc.

P.O. Box 42352
Tucson, AZ 85733

(520) 327-8586


  • In-Home Services

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

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

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


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

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

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

1004 N. 6th Ave.
Tucson, AZ 85705

(520) 623-3038

Fax: (520) 979-3438


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