WELCOME TO UNITED FIDUCIARY GROUP
Trusted Fiduciary Oversight for Life’s Most Important Decisions
Fiduciary services providing trusted financial and healthcare oversight, compassionate guidance, and ethical decision-making for vulnerable adults, aging adults, families, trusts, and estates
UNITED FIDUCIARY GROUP, LLC
Experience, Integrity & Personal Attention When It Matters Most
When life becomes overwhelming, people often need someone steady, trustworthy, and experienced to help manage important responsibilities.
Families may disagree. Finances can become difficult to manage. Health circumstances change. Estates and trusts require administration. Important financial and healthcare decisions need to be made carefully and responsibly.
United Fiduciary Group, LLC provides fiduciary services focused on protecting individuals, their finances, their care, and the responsibilities entrusted to us.
Every person has a different story, different values, and different needs. We take the time to understand those differences and provide thoughtful, individualized service with transparency, accountability, and respect.
SERVICES
How We Can Help
Guardian
A Guardian is appointed by the court to make personal and healthcare decisions for an individual who is unable to make certain decisions independently.
Conservator
A Conservator is appointed by the court to manage and protect the finances and assets of an individual
Trustee
A Trustee is appointed to manage and administer assets held in a trust for the benefit of its beneficiaries.
Personal Representative
A Personal Representative is appointed to administer and settle a person’s estate after death.
Power of Attorney
An Agent under a Power of Attorney is privately appointed to make authorized financial and/or healthcare decisions on another person’s behalf.
Court Accounting
Contract Court Accounting Preparation provides professional assistance with the detailed financial reporting required in certain supervised fiduciary matters.
Trust Administration
Special Needs Trust administration involves managing trust assets for the benefit of an individual with disabilities or other qualifying special needs.
Contract Fiduciary
Contract Fiduciary Services provide experienced fiduciary and administrative support to licensed fiduciaries, fiduciary firms, attorneys.
Contract Fiduciary
Contract Fiduciary Services provide experienced fiduciary and administrative support to licensed fiduciaries, fiduciary firms, attorneys.
UNDERSTANDING FIDUCIARY SERVICES
What Is a Fiduciary?
A fiduciary is entrusted with important financial, legal, personal, or healthcare responsibilities on behalf of another person or estate.
Depending on the appointment, a fiduciary may manage finances and property, oversee care, administer a trust or estate, make important decisions, and protect the interests of individuals who need assistance.
Arizona licensed fiduciaries are regulated by the Arizona Supreme Court and are subject to licensing, ethical, and professional standards designed to protect the people they serve.
OUR VALUES
The Principles That Guide Every Decision We Make
Integrity
We act honestly, ethically, and always in the best interests of those we serve.
Compassion
We treat every client with empathy, dignity, and respect.
Discipline
Every decision reflects accountability and professional integrity.
Transparency
We provide honest, transparent communication throughout.
Respect
We honor every client’s dignity, values, and independence.