When family is unable to help, we can
Most people are able to manage their own affairs. They are productive, they pay their bills and have a social support system to meet their needs. Others are not so fortunate. For various reasons they are unable to care for themselves. They need assistance in meeting their responsibilities. At which time, it may be necessary to explore the available options in elder services.
A fiduciary is someone who accepts the responsibility for taking care of the needs or property of another person for the benefit of that person. The fiduciary serves in a role of trust. The person served by a fiduciary places trust in the fiduciary to manage his or her affairs solely for his or her benefit. The element of trust becomes crucial when the person receiving services is frail, vulnerable and incapacitated.
Contact
➤ LOCATION
7165 E. University Dr. Ste 171
Mesa, AZ 85207
☎ CONTACT
(480) 985-0936
How We Can Help
GUARDIANSHIP & CONSERVATORSHIP
When an individual is unable to make decisions regarding his/ her personal welfare and basic needs, a guardian may be be appointed to make medical decisions and a conservator to make financial decisions.
Care management
Assistance with obtaining and overseeing services for individuals able to live independently. Regular monitoring of effectiveness of ancillary services and changes in needs.
Trust administration
Trusts are unique tools that enable a private fiduciary to follow specific instructions of the trust grantor. Administration of the trust is an integral part of ensuring the instructions within the trust are safe-guarded.
consultation & coordination
Assistance with guardianship and conservatorship services for families that are unfamiliar with area community based services. Act as a contact and services coordinator for out of area family members.
estate administration
Whether or not there is a Will, someone needs to step in and ensure the estate is protected, all beneficiaries are located and the estate is satisfactorily administered for the benefit of all concerned parties.
supervised placement
Assistance with placement to a supervised setting as need arises, placement options will meet state standards for care and assure to highest level of personal freedom based on individual needs.
Let's Chat.
Use the form below to tell us about your inquiry, and we'll contact you to schedule an appointment. Please be as detailed as possible. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment for a free consultation.