Licensed Arizona Fiduciary Serving Phoenix Metro and Beyond
Thank you for your interest in our services. Please call and ask for me personally if you have questions that are not answered on our website.
I am the founder and principal fiduciary of Premier Fiduciary Services LLC, licensed by the Certification & Licensing Division of the Arizona Supreme Court.
Personal experience with aging parents and friends has made me acutely aware of the needs of the senior generation. When I witnessed the life-altering effects of dementia on otherwise healthy people and saw the challenges brought on by declining health, it was disconcerting to realize that the majority of relatives, friends, and society in general do not understand the worries, concerns and the special needs of the aging.
Premier Fiduciary Services LLC serves the needs of a growing senior population, providing support for individuals who are ill, incapacitated, or otherwise vulnerable or in danger of exploitation.
I treasure the personal connections, the relationships and trust established through this profession. I love to meet new clients and their families and learn about them and their lives. It gives me great satisfaction to be able to be there for my clients in time of need and knowing that doing our job well will have a positive impact on the life of our clients and on their families.
In addition to managing trusts, estates and the needs of vulnerable adults, I have been asked to step in when there are disagreements about an inheritance, when adult children cannot see eye-to-eye about the care arrangements for a parent, and various other issues related to family finances or probate. As neutral third party, I serve as buffer and intermediary, helping families move forward and get estate or trust matters resolved.
I am staunchly committed to ethical business practices, which means we will follow not only the letter of the law, but also the moral obligations we assume with every client. When the services of other professionals, such as attorneys, accountants, appraisers, etc are required to manage a case, we work only with experienced and trusted professionals who share our uncompromising commitment to ethical business practices.
On a personal note:
I was born, raised and educated in Germany in business management. Dreaming about "the land of opportunity" since I was a teenager, I came to California more than 40 years ago, making the United States my home country. I have owned and managed several businesses, each built on a reputation of trust, dependability and exceptional service. I've been married for 44 years and we have daughters and grandchildren.
If you are looking for an experienced, compassionate fiduciary, please call me to talk about your situation and how we could be of service to you. All consultations are in strict confidence.
From Phoenix metro area call: 602-334-4084
Or tollfree from anywhere in the USA: 1-866-616-7828
Fiduciary Services provided: Trustee, Successor Trustee, Personal Representative, Executor, Conservator.