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Poulos Law Firm Is Now a Licensed Professional Fiduciary

Posted by Gregory Poulos | Nov 18, 2019 | 0 Comments

We are happy to announce that Poulos Law Firm is one of the few Arizona law firms that can help with all aspects of managing the legal needs of the aging and disabled. As acknowledgement of our expertise, Gregory Poulos has been certified by the Supreme Court of Arizona as a licensed professional fiduciary and has formed Shield Fiduciary Services, LLC to offer fiduciary services to clients of the firm and others.

What Is a Licensed Professional Fiduciary?

A fiduciary is someone who accepts responsibility for taking care of the needs or property of another person for the benefit of that person. The fiduciary serves in a role of trust. The person served by a licensed professional fiduciary places trust in the fiduciary to manage his or her affairs solely for his or her benefit and not for the fiduciary's benefit. This element of trust becomes crucial when the person receiving services is frail, vulnerable, and/or incapacitated.

Whether public or in private practice, all fiduciaries are licensed by the Arizona Supreme Court, regulated by the Administrative Office of the Courts (AOC), and held to high rules and standards of practice.

How Being a Licensed Professional Fiduciary Helps You

What does this new designation mean for our clients? It means we are licensed by the state to help our clients and the families with the following fiduciary services:

  • Trustee
  • Guardian
  • Estate executor
  • Daily bill paying and money management
  • Healthcare representation
  • Agent under a power of attorney
  • Executor for seniors with no spouse or family
  • Conservator for those who are mentally or physically incapacitated

However, to us, a licensed professional fiduciary's role is not merely that of business manager, decision-maker, or guardian (although this is the primary function). It is also about a nurturing bond of trust and concern and providing attentive caregiving. We see our role providing additional assistance in any way we can. We'll be there to support your mental and emotional well-being, reduce the stress of changing circumstances or unexpected events, and, most importantly, to help you and your family enjoy a fulfilling life.

Trust Poulos Law Firm for Your Legal Needs

We would love to speak with you about how we can help you and your family with your estate planning needs. As a licensed professional fiduciary, we have your needs at the front of our minds.

Please call us at 623-252-0292 to learn how we can help.

About the Author

Gregory Poulos

Meet Greg PoulosAn Experienced Estate Planning & Business Attorney serving the Phoenix AreaGregory Poulos counsels clients on the best strategies for accomplishing their estate planning and business goals. Greg starts by “Putting His Clients at Legal Ease” so that they understand the legal issues...


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