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

https://www.arizonacareadvocates.com/

  • In-Home Services

description
Medication management includes setting up medications in a medi-set, obtaining refills, and assessing adverse side effects. We advocate for clients at physician appointments and in the hospital setting. We bring assess for needs and screen and arrange services to allow clients to stay in their own home as long as is safely possible. We provide Health Care Power of Attorney services and Guardianships. We communicate with family members and all physicians. We maintain an up to date file with medical and pharmacy information. We do status checks to assess health and mental status. We assist with finding living options if a client is no longer safe to live at home.

service area
Green Valley,Tucson

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

costs
Care Management fees are $100/hour, billed in 1/10th or 6-minute increments. There is a fee for an Assessment that varies depending on the complexity of the case. The fee for Support services and assistance with bill pay is $60/hour.

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 a medical and/or 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/

  • In-Home Services
  • 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.

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/

Jan Bernardini Law

6700 N. Oracle Rd., Ste. 240
Tucson, AZ 85704

(520) 344-9403

http://www.janbernardinilaw.com/

description
Jan Bernardini provides legal services for estate planning (wills and trusts), probate, guardianships and conservatorships, and elder law.

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

Jewish Family & Children's Services of Southern Arizona (JFCS)

4301 E. 5th St.
Tucson, AZ 85711

(520) 795-0300

https://jfcstucson.org/

  • Low Income
  • Spanish Services

description
JFCS provides services for older adults, including counseling, cancer support, durable medical equipment, care management, emergency financial assistance, domestic abuse services, end of life resources, advance directives, and minor home repairs, accessibility, and more. JFCS accepts AHCCCS and medicare.

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

Law Office of Denice R. Shepherd, P.C.

2424 E. Speedway Blvd.
Tucson, AZ 85719

(520) 623-3526

Fax: (520) 622-6971

http://shepherdlawoffice.com/

description
The Law Office of Denice R. Shepherd is a Tucson law firm primarily focused on elder law, estate planning, estate and trust administration, and related issues. We provide clients with legal and fiduciary services in the following areas: estate planning, wills, trust, and powers of attorney, and probate. As well as estate and trust administration/litigation; small estate administration, adult guardianships and conservatorship, elder abuse and financial exploitation, breach of fiduciary duty, fiduciary administration, and real property issues in probate. For more information, please visit our website or call.

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.
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

Personal Support Services, Inc.

4949 E. Placita Alisa
Tucson, AZ 85718

(520) 370-5100

http://tucsoncaremanager.com/

description
Personal Support Services, Inc. provides professional care management and is a licensed fiduciary.

service area
Tucson

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