Consulting for Family Fiduciary

Entrust contracts with competent individuals to provide a range of consulting services.

If you’re considering petitioning for guardianship of a loved one, we can walk you through the procedures, assess the complexity of the case, and help you make informed decisions:

Should you use self-help forms? We can’t provide legal advice; we are not attorneys. We can help you assess the complexity of your case. Sometimes a matter is much more complex than a lay person first realizes and the probate process can be daunting. We can help save you legal fees by helping you prepare thoroughly for your first meeting with your attorney if you decide to employ one.

Should you seek only guardianship or is a conservatorship also necessary? Should you turn conservatorship or trust administration over to a professional? Are you able to bond as required to manage your loved one’s assets?

We can also assist family fiduciaries (e.g. agent under power of attorney) in carrying out their responsibilities. We can guide you through the ethical, medical, and financial considerations you must weigh in making decisions for someone else. We can help you understand not only the laws of Arizona related to protection of persons under disability, but also our Fiduciary Code of Conduct — a higher standard of care — in making the best decision you can given the circumstances and available information.

There is no need to go it alone: Taking care of an incapacitated relative is demanding work. Let us put our experience to work for you.