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FIDUCIARY SERVICES

Alex Harris Fiduciary, LLC is an Arizona Licensed Fiduciary providing services in Guardianship, Conservatorship, Personal Representative, Power of Attorney, and Special Needs Trusts.
Guardian

Guardian

Appointed by the Court to make decisions for incapacitated individuals according to past or current preferences or in their best interest.
Power of Attorney

Power of Attorney

Responsible decision making for the client enforced by documents created for medical and/or financial transactions.
Personal Representative

Personal Representative

Administration of decedent’s estate, disposition of final assets, beneficiary bequests, final debts and formal closure of the estate.
Conservator

Conservator

Preservation and management of the incapacitated client’s estate by securing and marshaling all existing property-real and personal, investment of assets and an annual accounting to the court.
Self-Settled Special Needs Trust

Self-Settled Special Needs Trust

Established with the beneficiary’s own assets to provide protection and security to disabled persons who may need supplemental income or more financial independence.
Third-Party Special Needs Trust

Third-Party Special Needs Trust

Established for the benefit of another person to provide protection and security to disabled persons who may need supplemental income or more financial independence.

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CONTACT US

Get in touch to start the conversation today. Please allow a 24-hour turnaround on your inquiry. We strive to get back with you as soon as possible.

(928) 899-6022


[email protected]

CLIENT TESTIMONIALS

We know it's sometimes dificult to choose the best company and that's why we let our work speak for itself. Our success is driven by our satisfied clients and here's what they have to say: