Building a Secure Future Together
Keystone Fiduciary Services, Professional Fiduciary Services You Can Trust
Estate and Trust Administration, Guardian and Conservator Services
About Us
Trusted Fiduciary
Keystone Fiduciary Services, LLC, provides licensed fiduciary services with professionalism and care. Our services are tailored to meet your needs in legal, financial, and care coordination areas.
Vanessa Nefflen, MA,
With over 8 years of experience, we are dedicated to improving the quality of life for others.
Our Fiduciary Expertise
Guardianship, conservatorship, trust and estate administration, power of attorney, and more.
Services in Detail
Keystone Fiduciary Services, LLC provides comprehensive fiduciary support, including Guardianship, Conservatorship, Trust Administration, and Estate Administration to ensure the proper management and protection of clients’ legal, financial, and personal needs. Additionally, we offer Power of Attorney services, along with Care Coordination and Advocacy, and Asset Management, ensuring holistic care and oversight of all client matters.
Guardianship
Court-appointed advocacy and decision-making for clients' medical, financial, and residential needs.
Trust Administration
Oversight and maintenance of trusts, including Special Needs Trusts (SNT), ensuring compliance and proper distribution.
Power of Attorney
Durable medical and financial Power of Attorney services, which can be arranged in advance and ready when they become needed.
Asset Management
Marshalling and completing inventories of assets, coordination of property maintenance of real estate and personal property.
Conservatorship
Legal management and protection of clients' finances and assets to preserve their wealth.
Estate Administration
Distribution and closure of estates on behalf of a decedent.
Care Coordination
Completing client visits, banking transactions and medical appointment attendance, coordinating care with service providers and community resources, advocating for clients’ rights, health, and overall quality of life.
Other Services
Please inquire, we’re happy to help with any additional needs
Office Locations
Consultation’s are done via phone or web meeting.
Flagstaff
PO Box 30516, 86003
928-490-1565