Help your aging parents organize their finances with ease
get organized
three powerful tools
The Strategic Financial Organizer Package combines three powerful tools to help your parents
easily and efficiently organize their financial information and personal records
free Strategic Financial Organizer Package
Strategic Financial
Organizer Forms
A 27-page PDF that will help you organize your parents' personal information for easy reference and upkeep.
30-Minute Complimentary Consultation
A Certified Fiduciary Services planning professional will reach out to answer your pressing estate planning questions.
Arizona Parent
Care TIPS
Provides ongoing estate planning tips and advice designed to help you better care for your aging parents or family members.
Caring for Parents when they are Unable to Care for themselves
We’ve seen numerous cases of adult children go through the heartbreak of losing their parents or a family member, and while dealing with the grief of losing their loved ones, have to search out and make sense of their loved one’s financial and estate information. Our experienced team at Certified Fiduciary Services can provide support and guidance throughout this entire process from the simplest of tasks to the most challenging.
Locate Valuable family documents and records
The last thing you want to worry about during those difficult times is where Mom and Dad kept their personal estate planning information. What about their service providers? Will you know who to pay? It's essential that you assist your parents in organizing their financial and estate information while they can still help you find those important records and files.
Help Your Parents Get
Organized
At Certified Fiduciary Services, we’ve been helping families just like yours manage their financial and personal affairs in the most difficult of times.
That’s why we created the Strategic Financial Organizer Package to help you help your parents or loved ones who need this valuable support.
We suggest that you help your parents fill out the appropriate SFO documents, keep them in a binder, and add any other key documents you may need. As each situation is unique, these printable, PDF documents will be a valuable asset as you help your family navigate those challenging times.
Remember, it’s very important that your parents or loved ones have one place where they can store all their financial information should you ever need it.
But let’s face it, organizing and completing financial records is just the first step towards peace of mind for you and your family.
When it comes to topics like private trust administration, estate settlement, powers of attorney, and more, we’re available to help you make sense of all the information and make the right choices for your family!
Please read on to learn more!
Strategic Financial Organizer Samples
Take a look at a few of the documents you'll receive!
Get Your Questions Answered
After downloading the SFO Package we’ll schedule you for a free 30-minute phone consultation with one of our fiduciary service professionals.
During your phone call, you can ask anything you’d like about your parent’s personal situation. Our goal is to give you helpful advice and look out for you and your parents’ best interests – after all, it’s our fiduciary responsibility!
Don’t want to wait?? Call us today at (623) 977-6310 to speak with one of our professional planners.
Our Services
Court Appointed Guardian/Conservator
We will act on your behalf as a Contract Agent for persons serving as Guardian or Conservator, Personal Representative or Trustee. Talk with us today so that we can work to find the best solution for your particular circumstances.
Estate Planning and Investment Management
Ensures that your parents’ assets are properly transferred at the time of their passing to their named beneficiaries and that their will is carried out should they not be able to make critical decisions. You can also see how trusts and wills can help your parents leave a strong legacy.
Property Management/Home Inspections
Certified Fiduciary Services will work with you to navigate other areas such as Court Accounting, Personal Bookkeeping, and Transportation & Shopping. We can even work with you to facilitate the use of Relocation Services.
Special Services
CFS also extends their probate and healthcare related services to families and beneficiaries of clients who have passed away. CFS staff will administer the estate competently and in a timely manner by applying their extensive knowledge and expertise to your unique situation.
Receive Ongoing estate management advice
After you receive the Strategic Financial Organizer Package, we want to continue providing ongoing value…and we do that with periodic emails from Certified Fiduciary Services designed to help you and your aging parents or family members.
We’ll cover a wide range of topics such as estate planning, long-term care insurance, helping the elderly with their finances, and many others.
This connection also enables us to reach out and pass on important information and updates you and your family will want to know about.
We want to provide you with value, not spam – you can opt out of our emails at anytime.