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.
more details>>
______________________________________________________________________________________
Guardianships
This section contains documents to assist you in managing your guardianship cases.
more details>>
______________________________________________________________________________________
Conservatorships
This section contains documents to assist you in marshalling and invetorying assets in conservatorship cases.
more details>>
______________________________________________________________________________________
Probate
This section contains documents to assist you in managing your probate cases.
more details>>
______________________________________________________________________________________
Office Procedures
This section contains a number of documents to assist you with general office policies and procedures.
more details>>
______________________________________________________________________________________
Abuse, Neglect and Exploitation
This section contains a number of documents to assist you in combating and investigating abuse, neglect and exploitation.
more details>>
______________________________________________________________________________________
Ethics
This section contains articles and resources to ensure we are meeting our ethical obligations.
more details>>
