The Arizona Fiduciary Association
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Arizona Fiduciaries Association
PO Box 15572
Scottsdale, AZ 85267-5572
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

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?