Welcome!

About AFA Membership

Business Members:

We greatly appreciate the Business Members of the Arizona Fiduciaries Association. 

Their dues provide the critical base of financial support needed to supply our core structural needs. 

For more information on any of our Business Members, please click on the link below to explore their websites and services.

Licensed with the Arizona Supreme Court

 


Affiliate Businesses (not licensed with the Arizona Supreme Court)
                 

 

                                                 
Business Members:

We greatly appreciate the Business Members of the Arizona Fiduciaries Association. 

Their dues provide the critical base of financial support needed to supply our core structural needs. 

For more information on any of our Business Members, please click on the link below to explore their websites and services.

Licensed with the Arizona Supreme Court

 


Affiliate Businesses (not licensed with the Arizona Supreme Court)
                 
 
Renewing Members:  1) Log in to this AFA Website  2) Choose "Update Profile".

Apply for Membership

Originally established in the early 1980’s as the Arizona Association of Public and Private Fiduciaries, the organization evolved into the Arizona Fiduciaries Association in April 1995 to provide education and advocacy for its members to enhance and promote the fiduciary profession. In 1999, the AFA became a state affiliate of the National Guardianship Association.

With over 225 members, AFA endeavors to develop the best standards of practice for professional fiduciaries. Fiduciaries join AFA because they support and educates fiduciaries, promote professional standards, offer educational events and materials, and facilitate networking in Arizona.

Membership with the Arizona Fiduciaries Association (AFA) is a voluntary membership and is subject to review by the AFA Board of Directors. Information submitted in the Membership Application (herein referred to as “application” or “the application”) is confidential and will be used only for the purposes of determining an applicant’s eligibility for membership. An attestation will be required by the applicant and any falsification or omission of information may be grounds for denial of membership.

Instructions

Applicant Information

  • Enter your name as it appears on your fiduciary license or fiduciary license application. If you are not a license fiduciary, enter your name as it appears on your driver’s license.
  • Enter your mailing address (number, street, city, state, and zip code).
  • If you are applying for a Business Membership, enter your business name.
  • If you are applying for a Business Membership, enter your business mailing address (number, street, city, state, and zip code).
  • Enter your home or business telephone number.
  • If you are applying for a Business Membership, enter your website address.


Fiduciary Standing

  • Answer whether you are an active Fiduciary in the state of Arizona.
  • Enter your fiduciary license number, if applicable.
  • Answer whether your fiduciary license has ever been revoked or suspended.
  • If yes, provide an explanation or narrative explaining why. A “yes” answer does not automatically disqualify an applicant from membership. This information will be reviewed by the AFA Board and/or Membership Committee in consideration for membership.
  • Provide your profession, if not an active fiduciary. If you have a primary profession and are also licensed as a fiduciary in the state of Arizona, list your primary profession.


Membership Information

  • Select which type of Membership you are applying for. For additional information on the available Membership types, select the link in this section.


Types of Memberships

The AFA membership is an annual membership. Please allow 7 to 10 days for your application to be processed/approved by the Membership Committee once it is received by the AFA Executive Director.

NOTE: Effective August 1, 2019, the Arizona Fiduciaries Association will be implementing an annual dues increase for Full Individual, Affiliate and Associate Members as noted below.

Full Individual Membership
$105 per year, per person

Individual membership is open to private or public fiduciaries, as well as to individual staff or attorneys who support fiduciaries in related fields of health care, the court system, social work services, etc.

All Full Individual Members are eligible to receive discounts to AFA Educational Programs, access to the Members-Only website, a listing in the online AFA Membership Directory and full voting rights.


Full Principal/Business (or Organization) Membership -
$500 for the primary ($50 for each additional person from the organization)

Organization membership is available to Private or Public Organizations licensed with the Arizona Supreme Court.  Annual dues of $500 provide a listing and full voting rights for one person who the organization identifies as the primary contact.

Additional Individual Memberships may be purchased by Principal/Organization Members for employees of their organization for $50 (a $55.00 discount from Individual membership rates).  If a Business Member is licensed, the Individual Member has full voting rights.  If a Business membership is purchased for a firm not conducting business as a licensed fiduciary, the membership will be allocated to non-voting membership options. All benefits of membership are available to each individual who is identified as a member by the organization. Organization members are eligible to use the member discount rate for in-person training events, including AFA Education/Training events. The member rate applies to any individuals employed by the organizational member.

All Full Principal/Business (or Organization) are eligible to receive: a link on the AFA Website Home Page, up to 3 discounts to AFA Educational Programs and/or Sponsorship Packages, access to the Members-Only website, a listing in the online AFA Membership Directory and full voting rights.

Non-Voting Principal/Organization Membership
$500 per year

Organization membership is available to organizations who are not licensed with the Arizona Supreme Court and/or do not meet the criteria for a voting membership category.  All discounts and membership benefits (see above) apply, except for voting privileges.


Affiliate Membership
$90 per year

This membership category is open to professionals who are fiduciaries but are receiving monetary gain from the field of guardianship or an affiliate profession (case managers, accountants, vendors to fiduciaries etc.). Affiliate Members do not have voting privileges.

Affiliate Members are eligible to receive discounts to AFA Educational Programs, access to the Members-Only website, a listing in the online AFA Membership Directory.


Associate (Volunteer) Membership
$60 per year

This membership category is open to volunteer guardians, family guardians, retired professional fiduciaries, and persons not receiving compensation for their contributions to the fiduciary profession but want to stay current on the industry. Associate (Volunteer) Members do not have voting privileges.

Associate Members are eligible to receive discounts to AFA Educational Programs, access to the Members-Only website, a listing in the online AFA Membership Directory.

                                                                                                                                         

last update: 07/26/2019
         
Arizona Fiduciaries Association
Executive Director: The Carlson Group, LLC
Mailing Address: 8987 E Tanque Verde #309-125 Tucson, AZ 85749
Telephone: (520) 338-0840  Fax: (814) 286-3953  execdirector@azfid.org