Legacy
Estate and Fiduciary
Services
About
With over a decade of experience as a licensed fiduciary, we have administered hundreds of estates and trusts. Legacy Estate and Fiduciary Services was founded to bring that same hands-on expertise to families, trustees, attorneys, and professionals who need reliable guidance.
As a licensed fiduciary, we serve as trustee and personal representative when families and courts require a qualified professional to assume responsibility. Our practice encompasses the comprehensive management of assets, fulfillment of legal and regulatory obligations, and the exercise of sound judgment in the best interest of beneficiaries and the estate.
Drawing on decades of experience in estate and trust administration, we also assist families, trustees, and legal professionals in administering their own estates and trusts. From probate accounting and asset inventory to creditor claims and final distributions, we can act as your agent to make sure tasks are done right.
Estate Services
Accounting
We prepare estate and trust accountings in a straightforward format that is simple for both professionals and beneficiaries to understand.
Beneficiary Relations
We serve as an intermediary between administartors and beneficiaries. This is especially useful when a beneficiary may be contentious.
Inventory
Comprehensive cataloging and documentation of all estate assets, from real property to personal belongings, ensuring nothing is overlooked.
Asset Collection
We assist with gathering and securing both financial and personal assets, ensuring everything is accounted for and properly managed.
Best Practices
We draw on years of experience to provide practical advice and guidance, helping administrators navigate the process efficiently and avoid pitfalls.
Everything Else
This is just a portion of what we can do. Every case is unique, so reach out and let's talk about how we can help with yours.
Fiduciary
Services
Trustee
Expert trustee services to manage trust assets, ensure compliance with trust terms, and protect beneficiary interests. We provide professional oversight and administration with the highest standards of fiduciary responsibility.
We have no set minimum financial requirements to take on a case. We are also willing to take on unique and difficult trusts that others may turn away.
Personal Representative
We can be court appointed to administer an estate efficiently and thoroughly. We prioritize Maricopa and Pinal county administration.
Contact
Our Address
25 S Arizona Place
Suite 500
Chandler, AZ 85225