The Arizona Fiduciary Association
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Arizona Fiduciaries Association
PO Box 15572
Scottsdale, AZ 85267-5572
www.azfid.org

Products and Forms

The mission of the Arizona Fiduciaries Association, Inc. is to provide education and advocacy to our members to enhance and promote the fiduciary profession. Below you will find a number of different templates, tools and resources to help you in your individual practice.

If you have any forms or educational materials you would like to share with your fellow fiduciaries, please email them to info@azfid.org.

TABLE OF CONTENTS 

Intake

This section contains various documents and forms to assist you in your initial client intake.

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Guardianships

This section contains documents to assist you in managing your guardianship cases.

more details>>

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Conservatorships

This section contains documents to assist you in marshalling and invetorying assets in conservatorship cases.

more details>>

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Probate

This section contains documents to assist you in managing your probate cases.

more details>>

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Office Procedures

This section contains a number of documents to assist you with general office policies and procedures.

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Abuse, Neglect and Exploitation

This section contains a number of documents to assist you in combating and investigating abuse, neglect and exploitation.

more details>>

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Ethics

This section contains articles and resources to ensure we are meeting our ethical obligations.

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Upcoming Events

AFA's 2012 Annual Conference

Thursday, February 23 - Friday, February 24, 2012

Carefree Resort and Conference Center, Carefree, AZ

Download Registration Form 

 

   

  


Become a Member

The AFA welcomes professionals caring for the vulnerable citizens of Arizona to become members of our professional organization, including those who work in the field of probate (guardianships, conservatorships and personal representatives). Our diverse membership is comprised of fiduciaries, attorneys, guardians, social workers, nurses, care managers and other professionals providing care for the vulnerable citizens of Arizona.

Become a Member of the AFA

2011 AFA Membership Form

Considering AFA's Business Membership?