Fiduciary Services in prescott, az

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.

 

Duties include but are not limited to:
  • Fiduciary Services, Asset Management, Case Management on behalf of Trust and beneficiaries.
  • Reviewing trust provisions, in close consultation with legal counsel where appropriate, to ensure compliance with trustor’s intent with regard to testamentary distributions.
  • Ensuring that all trust property is titled in the name of the trust, including obtaining EIN number from IRS.
  • Administering trust in accordance with Arizona Revised Statutes governing trusts and duties of trustees.

Our Services

Consultation Services
Trust Services
Initial Fiduciary Services
Asset Management
Case Management
Clerical Procedures