- When there is no surviving spouse and the remaining
family or personal representative would benefit from assistance with
estate administration and care and maintenance of the property.
- When there is a surviving widowed spouse (or sister,
brother, or other family member who had been living with the decedent)
who could benefit from assistance in finalizing the details of the
estate after the loss of a loved one.
- When families wish to have Leslie Mann-Damon, an
Arizona Licensed Fiduciary, serve as the Guardian, Conservator, Professional Personal Representative,
- When families need a Successor
Trustee to administer a Special Needs Trust.
What we provide
We offer comprehensive on-site services to ensure:
- Timely and proper inventory, including a
- Immediate security for unoccupied property.
- Coordination of appraisals of personal and
- Management and security for personal and
- A comprehensive document management system.
- Estate administration from start to finish,
easing the worry and uncertainty associated with the duties
of the personal representative.
We utilize a systematic approach to:
- Help sort through personal possessions
-identifying the types of property.
- Assist in all aspects of caring for the
property (inventories, transfers, coordination of maintenance
- Make property transfers to beneficiaries.
- Coordinate donations made in honor of the
- Assess the current or transitional need for
personal care and preferences.
- Assess the environment for safety and
Benefits to Clients
A personal advocate for the client -helping them to
re-establish titles, account holdings and record status and progress of
Regular communications, consultation and detailed
Assistance organizing and tracking incoming and
A systematic, compassionate approach to the role of
Guardian, Conservator, Personal Representative or Successor Trustee.
Comprehensive personal, environmental and property
care assessments to ensure quality care of the unique needs of the individual.
Qualified and reputable providers to guarantee that
services are handled according to our high standards.
Immediate security for personal and real property.
Organizational tools to track incoming and outgoing
Ongoing communications and documentation of progress.
Someone to talk to regarding the next steps
of transition and completion of the duties of the Guardian,
Conservator, Personal Representative or Successor Trustee.
Benefits to Attorneys
Detailed record of services along with the client
documentation system provide the attorney with a valuable resource for
that client, as well as a pictorial record and documentation of the
Knowledge and experience with administrative
procedures for the estate and care for the property.
Personal assistance for your clients identifying,
notifying and documenting bills, creditors, accounts, and property.
Service assessments for the client identifying
personal, environmental and property services that may be beneficial to
the client. We will also assess and document the current
environment for comfort and safety and coordinate any desired services.
Personal assistance to your client utilizing an
established approach to help them with the difficult task of going
through the possessions of the one who has passed away. We also
offer to assist the client in making a memorable donation in honor of
their loved one.
Comprehensive identity theft prevention routine to
keep the identity of the decedent safe, thus protecting the family and
Call for additional information and to discuss
services that we can provide to meet the needs of your clients.
BBB Accredited - Nationally Registered Guardian -
Licensed Fiduciary - Bonded - Insured