Trustee or Successor Trustee
Have a trust but unsure who to name as successor trustee? We manage trust assets on your behalf and follow your wishes exactly regarding their distribution.
Fiduciary Services · Cochise County, Arizona
Careful stewardship of your finances, held to the highest duty.
San Pedro Fiduciary Services provides professional, impartial oversight of your finances — managing monthly income and paying bills accurately and on time, so your affairs stay in order. If you already work with a financial advisor, our services complement, never replace, the investment advice you receive.
A fiduciary is bound by law to act with loyalty, prudence, and complete impartiality — always in your best interest, never their own.
What we do
Our Services
Four ways we provide professional oversight — whether appointed by you, by a trust, or by the court.
Personal Representative
We administer estates with diligence and impartiality — settling debts, safeguarding assets, and distributing the estate according to the will and Arizona law.
Conservator
When a court appoints a conservator to manage the finances of someone unable to do so, we act in their best interest with careful, transparent stewardship.
Agent under Financial Power of Attorney
Acting under your power of attorney, we handle bill-paying, income management, and day-to-day financial matters with accountability and care.
About the firm
Trusted oversight since 2017
San Pedro Fiduciary Services, LLC has provided professional oversight of our clients’ finances throughout Sierra Vista and Cochise County since 2017. As a licensed fiduciary, we act with impartiality, integrity, and a legal duty to always put your interests first.
- Trustee or Successor Trustee
- Personal Representative
- Conservator
- Agent under Financial Power of Attorney
Get in touch
Let’s keep your finances in order.
Reach out for a confidential consultation. We’ll talk through your situation and how a fiduciary can help.
- Office
- 2107 Paseo San Luis, Ste C
Sierra Vista, AZ 85635 - Phone
- (520) 255-8997
- fiduciary@sanpedrofs.com