Fiduciary

Process of Fiduciary Information

HOW A REFERRAL IS MADE TO THE PUBLIC FIDUCIARY?

STEPS TO CONSIDER BEFORE REFERRAL:

All other possibilities for solution of the client’s situation should be exhausted.  This includes referral to other agencies for appropriate services. 

The Public Fiduciary retains the right to collect fees from wards who are able to pay, after their needs have been met.  Please see the attached fee schedule.

Counseling with the client, personally, to mobilize resources or to help the client accept the services that are available.  Often this step is sufficient; a client may accept difficult changes in his or her life if someone takes the time and effort to show they care. If the client appears genuinely unable to manage his/her affairs, encourage the family or close friends to accept responsibility for the client and become guardian/conservator if necessary.

REFERRAL PROCESS:

Contact should be made with an intake investigator in the Public Fiduciary’s Office.  If services are being requested, a referral form can be mailed to you or you can follow the prompt below.  When the form has been completed and returned, an intake investigator will review the case.  If a Guardian and/or Conservatorship petition is to be filed requesting the appointment of the Public Fiduciary, an investigation will be initiated, the relatives and interested parties will be contacted, and the potential ward will be visited. Cases are referred to the Public Fiduciary by physicians, hospitals, nursing homes, attorneys, Adult Protective Services, private fiduciaries, Social Security Administration, Arizona State Hospital, social and community agencies, and members of the general public.

Referrel Information Sheet