Alex Harris Fiduciary, LLC is an Arizona Licensed Fiduciary providing services in Guardianship, Conservatorship, Personal Representative, Power of Attorney, and Special Needs Trusts.
Appointed by the Court to make decisions for incapacitated individuals according to past or current preferences or in their best interest.
Power of Attorney
Responsible decision making for the client enforced by documents created for medical and/or financial transactions.
Administration of decedent’s estate, disposition of final assets, beneficiary bequests, final debts and formal closure of the estate.
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
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
Established for the benefit of another person to provide protection and security to disabled persons who may need supplemental income or more financial independence.