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

Amy Villarreal-Orantez, Paralegal Services

177 N. Church Ave., Ste. 200
Tucson, AZ 85701

(520) 331-5587

  • In-Home Services

Amy Villarreal-Orantez, Paralegal Services offers legal document preparation for family law and civil cases, including adult guardianship, wills, and trusts. This company also provides mobile notary services, call for rates.

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

Arizona Care Advocates

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

(520) 302-8962

  • In-Home Services

Arizona Care Advocates provides professional geriatric care management including assessments and care planning, health care advocacy (including during hospital stays) and medication management, arranging and overseeing in-home care services, and fiduciary services. Arizona Care Advocates also has staff that will act as Power of Attorney, guardian, and/or conservator.

service area

Arizona Fiduciary Services

2720 E. Broadway Blvd.
Tucson, AZ 85716

(520) 820-4757 

  • In-Home Services

Arizona Fiduciary Services will act as fiduciary, conservator, guardian, power of attorney, trustee, or personal representative. They also offer professional care management services including assessments, referrals, coordination of care, medical management, and help with assisted living placements.

Care Coordinators, Inc.

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

(520) 325-8881

  • Spanish Services

Care Coordinators, Inc. is a licensed fiduciary providing care management, guardianship, conservatorship, trustee, personal estate representative, and powers of attorney services to Tucson and surrounding communities.

Caring Cooperatives

P.O. Box 87738
Tucson, AZ 85754

(520) 631-0961

Caring Cooperatives provides case management and fiduciary services for older adults.

Eldercare Research & Consulting, Inc.

P.O. Box 13986
Tucson, AZ 85732

(520) 297-9161

Fax: (520) 297-8036

Eldercare Research & Consulting, Inc. is a private fiduciary service that also provides care management, education, consulting, and more.

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

Elizabeth Rollings Friman

Fleming & Curti PLC

330 N. Granada Ave.
Tucson, AZ 85701

(520) 622-0400

Elizabeth Rollings Friman is an elder law attorney that focuses on estate planning, guardianship/conservatorship, probate, trust & estate administration, special needs planning (includes special needs trusts, ALTCS consultation). She also offers licensed private fiduciary services.

Jan Bernardini Law

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

(520) 344-9403

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

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

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

4301 E. 5th St.
Tucson, AZ 85711

(520) 795-0300

  • Low Income

JFCS provides services for older adults age 60+ including counseling, guardianship, cancer support, durable medical equipment, care management, Jewish emergency financial assistance, domestic abuse services, end of life resources, advance directives and more. JFCS accepts AHCCCS plans and most major health insurance companies.

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

Leigh H. Bernstein

382 S. Convent Ave.
Tucson, AZ 85701

(520) 623-3038

Fax: (520) 979-3438

Leigh Bernstein is an Elder Law attorney that provides estate planning, guardianship and conservatorship, probate, trusts, and fiduciary services.

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

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