Steps for Families,
provides families with compassionate and comprehensive services.
We Serve Families:
- As the
court-appointed Professional Personal Representative.
- As the Trustee / Successor Trustee.
- As the court-appointed Professional
Guardian or Conservator for a family member in need of
- We provide
assessment, identification and coordination of personal and
environmental care services for the family
member in need of services.
- We provide personal assistance with bill
paying, document organization, notary services, and home service
/ home health coordination.
- As a consultant and assistant to a
family member performing the duties of personal
representative or trustee.
- We offer a systematic approach to
processing and caring for estate property.
- We provide
professional family mediation to
facilitate communications, define expectations, and resolve
issues of family dissention while recognizing issues of
grief and loss.
Fiduciary services are
provided by Leslie Mann-Damon, an Arizona Licensed Fiduciary.
Private services are provided by agreement and are not overseen by
the court. Private services receive the same high standards of
practice and accounting as court-appointed cases.
A fiduciary serves as the
court-appointed guardian, conservator, or personal representative of
an estate. Private services may be provided be an agreement
for services as trustee, successor trustee, representative payee or
as an agent under powers of attorney.