Full Inheritance Services

YOU MAY EVENTUALLY NEED A PERSONAL REPRESENTATIVE, A CONSERVATOR, OR A HEALTH CARE POWER OF ATTORNEY AGENT -- OR SOMEONE WHO WILL HANDLE REAL ESTATE OR TAX ISSUES.  START WITH A TRUSTEE NOW THAT WILL BE ABLE TO HANDLE THOSE ISSUES IN THE FUTURE.

The passing of your assets to the next generation is best done using experts in their fields, whether it is during your lifetime or after.  If there is real estate to be sold, leased or divided, if there are tax returns and forms to be prepared, filed or appealed, if there are personal health choices to be given by power of attorney, we have the resources in house to handle all of these, or to work with existing family or professionals you have chosen.  And we have the expertise and experience in all these areas now.

Complete independence from any financial institutions allows a trustee to chose professionals that best know the situation and are the best qualified, and we are one of the oldest truly independent trust companies in Arizona.  We are free to choose others to assist or to handle the needs with our own personnel, whatever is best for your estate, and whatever you choose as your plan.

For example, for a special fee for these services, we will act as the following:

• Personal Representative for an Estate (or Executor)

• Conservator for Minors or Protected Adults

• Agent under a Health Care Power of Attorney

In these specialized areas, expertise is required in the issues they involve, and we are happy to work with you in these capacities, providing full inheritance services for you, your family, and for generations to come.

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