Serving Yavapai County since 1988
Helping our clients navigate important life decisions everyday
We address each person’s needs on an individualized basis and work to create a caring and respectful relationship with our clients and their families
Northern Arizona Fiduciaries, Inc.
NAF offers a wide range of fiduciary services for the aging, disabled, and at risk populations in the Quad City area. Whether a person needs short term support through a life transition or ongoing oversight of their personal and financial affairs, we can assist.
NAF’s team of experienced professionals works to provide high quality services in a supportive and compassionate manner. We address each person’s needs on an individualized basis and work to create a caring and respectful relationship with our clients and their families.
Who We Are
Our History
Northern Arizona Fiduciaries, Inc. was the first private fiduciary service in Northern Arizona, serving Yavapai County’s vulnerable community since 1988. We specialize in Consultation Services, Guardianships, Conservatorships, Personal Representative and Power of Attorney, Trustee and Successor Trustee Services.
Our Promise to You
Our Commitment
The team of professionals at Northern Arizona Fiduciaries, Inc. believes that being asked to assist with the care of their clients and their assets is both a privilege and a serious responsibility.
Whether acting as a Guardian, Conservator, Power of Attorney, or in another trusted role, we recognize that it takes a broad range of skills to effectively service the needs of our clients. It requires more than the typical one person fiduciary office, or more costly legal office, can provide.
Depending on our client’s needs, we can provide complete fiduciary services, including the coordination of legal and health care services as well as the management of financial and personal matters.
Our Core Services
Consultation Services
Whether you’re facing a short term crisis or are addressing long-term planning, a discovery session and comprehensive assessment is key to creating a personalized care plan. These simple steps can help you attain peace-of-mind regarding complex decisions and emotions. This is especially true when you find yourself in the midst of ever-changing needs and roles.
Trust Services
Northern Arizona Fiduciaries, Inc. is in a position to serve as Trustee or Successor Trustee. Whenever possible, we will work with the professionals that the client already has a valued and trusted relationship with.
We can also make referrals to competent professional specialists.
Initial Fiduciary Services
We have the legal authority and the responsibility to manage assets for the benefit of another person or see to the personal care and health of another person. They include Trustee, Personal Representative, Conservator, and Guardian, some of which are appointed in estate planning documents and some of which are approved by the Court.
Testimonials
You are a blessing
All of us members of Chapter CD would like to thank you for your presentation. We learned how we can direct others who cross our path. Thank you for all you do for those who have no one looking out for them. You are a blessing.
PEO Chapter CD
Greatly appreciated
Your attention to detail and the caring and respectful interviews you had with our mom are greatly appreciated. The value you provide to the residents of Arizona is priceless.
Kay & Joe N.