The Arizona Fiduciary Association
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Arizona Fiduciaries Association
PO Box 13314
Scottsdale, AZ 85267-3314
www.azfid.org

Office Procedures

1. Annual Case Review Questions - Maricopa County Public Fiduciary

2. Case Review Checklist - Maricopa County Public Fiduciary 

3. Case Notes - Southwest Fiduciary, Inc.

4. Fiduciary Committee Meeting - Maricopa County Public Fiduciary

5. Fiduciary Committee Meeting Minutes - Maricopa County Public Fiduciary

6. 60-Day Checklist - Maricopa County Public Fiduciary

7. Policies and Procedures - Table of Contents - Mohave County Public Fiduciary

8. Fee Schedule - Mohave County Public Fiduciary

9. Fee Schedule Glossary - Mohave County Public Fiduciary

10. Section 1: Policy 1 - Policy and Procedure Applicability - Mohave County Public Fiduciary

11. Section 1: Policy 2 - Signature Authority - Mohave County Public Fiduciary

12. Section 1: Policy 3 - Signature Format - Mohave County Public Fiduciary

13. Section 1: Policy 4 - Media Contact - Mohave County Public Fiduciary

14. Section 1: Policy 5 - Multiple Vendors - Mohave County Public Fiduciary

15. Section 1: Policy 6 - Certification - Mohave County Public Fiduciary

16. Section 2: Policy 1 - Referral - Mohave County Public Fiduciary

17. Section 2: Policy 2 - Referral Contact - Mohave County Public Fiduciary

18. Section 2: Policy 3 - Petition & Discharge - Mohave County Public Fiduciary

19. Section 2: Policy 4 - Case Staffing - Mohave County Public Fiduciary

20. Section 2: Policy 5 - Conflict of Interest - Mohave County Public Fiduciary

21. Section 3: Policy 1 - Ward's Rights - Mohave County Public Fiduciary

22. Section 3: Policy 2 - Client Visits - Mohave County Public Fiduciary

23. Section 3: Policy 3 - Medical - Mohave County Public Fiduciary

24. Section 3: Policy 4 - Guardianship Report - Mohave County Public Fiduciary

25. Section 4: Policy 1 - Inventory - Mohave County Public Fiduciary

26. Section 4: Policy 2 - Disposition Plan - Mohave County Public Fiduciary

27. Section 4: Policy 3 - Insurance Procurement - Mohave County Public Fiduciary

28. Section 4: Policy 4 - Income Management - Mohave County Public Fiduciary

29. Section 4: Policy 5 - Tax Reporting - Mohave County Public Fiduciary

30. Section 4: Policy 6 - Receipts and Dispursements - Mohave County Public Fiduciary

31. Section 5: Policy 1 - Account Reconciliation - Mohave County Public Fiduciary

32. Section 5: Policy 2 - Secured Environments - Mohave County Public Fiduciary

33. Section 5: Policy 3 - Fiduciary Fees - Mohave County Public Fiduciary

34. Sample Audit Report - Mohave County Public Fiduciary

35. Care Provider Interview - Mohave County Public Fiduciary

36. Case Administrator Interview Questions - Mohave County Public Fiduciary

37. Case Administrator Interview Form - Mohave County Public Fiduciary

38. Client Reference Table - Mohave County Public Fiduciary

39. Court Accounting Case Review - Mohave County Public Fiduciary

40. Internal Controls Defined - Mohave County Public Fiduciary

41. Internal Controls Form - Mohave County Public Fiduciary

42. Mandate Performance Tracker - Mohave County Public Fiduciary

43. Multidisciplinary Annual Case Review - Mohave County Public Fiduciary

44. Office Internal Control Questions - Mohave County Public Fiduciary

45. Provider Interview - Mohave County Public Fiduciary

46. Ward Visit and Interview Form - Mohave County Public Fiduciary

47. Ward Visit and Interview Table - Mohave County Public Fiduciary

48. Red Flags: Risk Indicators - Administrative Office of the Courts


 
Upcoming Events


Our next AFA Conference, "Building Your Network: Maximizing Effectiveness in Times of Diminished Resources," is scheduled for February 19 & 20, 2009 in Tucson, AZ.

more details >>

 


Become a Member

AFA welcomes individual memberships or persons who are fiduciaries or work in the field of probate, including guardianships, conservatorships and
personal representatives.

more details >>