Services

Crismon Cooper Licensed Fiduciaries, LLC is an Arizona Licensed Fiduciary Company. We are licensed under the Arizona Supreme Court and required to participate in ongoing continued education to maintain our licenses. As professional licensed fiduciaries, we are qualified to serve in the following capacities:

  • Guardianships: A Guardianship is necessary when an individual is "adjudicated" or found by an Arizona County Superior Court Judge, to be unable to make responsible decisions on their own behalf, or "incapacitated" pursuant to Arizona law. This is, as it should be, an inclusive process wherein information is gathered by a Court Appointed Investigator, and an intensive medical and/or mental examination is performed by a qualified medical professional. Such incapacity is generally the result of dementia, mental illness or deficiency, or traumatic brain injury. A Guardian makes medical, legal and daily living decisions on behalf of the incapacitated person. It is the Guardian’s responsibility to provide the least restrictive environment for the incapacitated person, and to preserve the individual’s autonomy to the greatest extent possible.

  • Conservatorships: A Conservatorship is necessary when an individual is "adjudicated" to be unable to handle his or her own financial affairs. Again, sufficient information is gathered to give evidence that an individual is liable to "waste or dissipate" their assets without legal intervention. These individuals are often victims of financial exploitation, and the Conservatorship provides them financial protection. Again, a Court Appointed Investigator gathers information and visits with the individual, and provides the Court with a recommendation. The Conservator is responsible for managing the individual’s day to day bills and finances, and must invest the remaining assets in a prudent manner.

  • Trustees: A Licensed Fiduciary is often appointed by an Arizona County Superior Court to serve as a disinterested third party Trustee for a contested Trust, wherein the parties are in disagreement as to administration of the Trust, and the disagreement is either preventing the effective administration of the Trust, or accumulating unnecessary expenses to the Trust. In addition, a Licensed Fiduciary may serve as a Trustee for a Decedent’s Trust, a Special Needs Trust or a Trust wherein the previously appointed Successor Trustee is either unable or unwilling to act in that capacity. Crismon Cooper Licensed Fiduciaries, will also serve as Trustee upon nomination of a Grantor.

  • Agents Under Powers of Attorney: A Licensed Fiduciary may also be appointed as an agent under a Power of Attorney by an individual with legal capacity to make those decisions. Powers of Attorney are utilized to give an agent the legal authority to make financial or medical decisions for the principal. These Powers of Attorney are often prepared and executed in conjunction with estate planning documents.

  • Personal Representatives: A Licensed Fiduciary may be appointed as a Personal Representative under a will. They are responsible for preparing an inventory of the property, gathering the assets, paying the bills and ultimately distributing the estate.

  • Accounts for Family Conservators and Trustees: See Family Guardian Support.