activities · 12
what they do
direct service · 5
- Annual Spring Conference for fiduciary professionalsHosts an annual conference attended by over 225 fiduciary professionals and supporting practitioners from Arizona, offering education, networking, and interdisciplinary collaboration opportunities.
- Membership organization for Arizona fiduciaries Annual Professional Development ConferenceMaintains a professional membership association with approximately 200 members, providing structure and community for fiduciary practitioners across the state.
- Professional recognition and awards Professional and Organizational Achievement AwardsRecognizes excellence among emerging fiduciary professionals through the Rising Star of Excellence Award, with recipients including Kallie Knight (2025) and Theresa Eells (2019).
- Recognition of excellence in the fiduciary profession Professional and Organizational Achievement AwardsPresents annual awards such as the Rising Star of Excellence Award to recognize emerging leaders and exemplary service among licensed fiduciaries in Arizona.
- Recognizes exemplary fiduciaries Professional and Organizational Achievement AwardsAwards the Rising Star of Excellence Award to licensed fiduciaries who demonstrate exemplary promise and service, such as Kallie Knight in 2025 and Theresa Eells in 2019.
advocacy · 2
- Advocacy and professional standards promotion Professional Standard PromotionAdvocates for the fiduciary profession by promoting adoption of the National Guardianship Association's Standards of Practice and serves as a state affiliate of the National Guardianship Association since 1999.
- Advocates for the fiduciary profession Professional Standard PromotionEngages in advocacy efforts to enhance and promote the fiduciary profession, including promoting the adoption of the National Guardianship Association's Standards of Practice.
capacity building · 5
- Advocacy and promotion of professional standards Professional Standard PromotionAdvocates for the adoption of the National Guardianship Association's Standards of Practice and promotes high ethical and operational standards within the fiduciary profession in Arizona.
- Membership and professional networking Annual Professional Development ConferenceSupports a professional community of nearly 200 members, hosting conferences that bring together fiduciaries and supporting professionals from legal, financial, healthcare, and social service fields.
- Professional education and training for fiduciariesProvides ongoing education, training, and continuing education opportunities for licensed fiduciaries in Arizona, including through structured programs and professional development resources.
- Professional education and training for fiduciariesProvides continuing education, training, and professional development through an annual Spring Conference attended by over 225 fiduciary professionals, as well as ongoing educational resources and guidance for Licensed Fiduciaries in Arizona.
- Provides professional education and trainingOffers structure, guidance, training, and continuing education for Licensed Fiduciaries in Arizona, including hosting an annual Spring Conference for over 225 fiduciary professionals and supporting professionals.
strategies · 14
how they think
Theories of action extracted from this org's own source material. Click any to see the full field of orgs running the same approach.
- Advancing the Fiduciary Profession through Education and Advocacy professional_development_and_advocacyThe organization advances the fiduciary profession by providing education, training, and continuing education opportunities to its members and aspiring fiduciaries, coupled with advocacy for the profession's standards and recognition.
- Elevating the Fiduciary Profession through Education and Advocacy professional_development_and_advocacyThe organization advances the fiduciary profession by providing education, training, and continuing education for its members, advocating for their interests, and promoting high standards of practice. This includes developing professional standards and ensuring fiduciaries are equipped to manage complex responsibilities with integrity.
- Elevating the Fiduciary Profession through Education and Advocacy professional_development_and_advocacyThe organization advances the fiduciary profession by providing education, training, and continuing education for its members, advocating for their interests, and promoting high standards of practice. This includes developing professional standards and ensuring fiduciaries are equipped to manage personal, medical, or financial needs responsibly.
- Enhancing Learning and Community through Experiential Education and Networking experiential_learning_and_networkingThe organization improves the learning experience for fiduciaries by encouraging interactive and detailed educational content, making resources available for future reference, and using feedback to refine programming. It also fosters a sense of community among fiduciaries through networking opportunities.
- Enhancing Learning and Member Experience through Feedback and Engagement experiential_learning_and_feedbackThe organization continuously improves its educational offerings and member experience by incorporating experiential learning techniques, making resources accessible, and collecting feedback to refine programming and foster networking among fiduciaries.
- Enhancing Learning through Experiential and Feedback-Informed Methods experiential_and_feedback_informed_learningThe organization enhances learning objectives by encouraging experiential learning techniques, such as detailed outlines, visual aids, and personal examples, and continuously improves educational experiences through attendee feedback.
- Ensuring Impartial and Qualified Fiduciary Appointments qualified_fiduciary_appointmentThe organization supports a system that ensures impartial and qualified fiduciaries are appointed, whether public or private, to manage the affairs of individuals unable to do so themselves, emphasizing certification and the avoidance of conflicts of interest.
- Ensuring Qualified Fiduciary Services through Certification and Best Practices qualified_fiduciary_servicesThe organization supports a system that ensures qualified fiduciaries are available, whether public or private, by promoting certification, advocating for adherence to industry best practices, and providing resources to help individuals locate appropriate services.
- Establishing and Promoting High Professional Standards standards_development_and_promotionThe organization establishes and promotes high standards of practice for professional fiduciaries, advocating for adherence to industry best practices and developing professional standards to ensure quality and ethical conduct.
- Facilitating Access to Qualified Fiduciary Services and Information informational_support_and_accessThe organization provides informational support to help individuals and families understand fiduciary duties, identify when services are needed, and locate qualified fiduciaries in Arizona. This ensures that those who require assistance can access impartial and certified professionals.
- Fostering Ethical Practice and Trust ethical_fiduciary_practiceFiduciaries are expected to uphold the highest degree of trust, loyalty, and fidelity, managing and protecting the interests of those they serve while fostering their growth, independence, and self-reliance.
- Person-Centered and Preference-Based Decision Making person_centered_decision_makingFiduciaries are guided to make decisions that prioritize the civil rights, liberties, and past/current preferences of the ward or protected person, maximizing their independence and self-reliance, unless substantial harm would result.
- Promoting Ethical and Person-Centered Fiduciary Practice ethical_person_centered_fiduciary_practiceThe organization ensures fiduciaries operate with the highest degree of trust, loyalty, and fidelity, prioritizing the civil rights, liberties, and preferences of the individuals they serve. This approach maximizes independence and self-reliance while strictly avoiding conflicts of interest.
- Promoting Person-Centered and Ethical Fiduciary Practice person_centered_ethical_fiduciary_practiceFiduciaries are guided to prioritize the civil rights, liberties, and preferences of the individuals they serve, maximizing independence and self-reliance. This approach emphasizes ethical conduct, including avoiding conflicts of interest and demonstrating the highest degree of trust and loyalty in managing personal and financial affairs.
named programs · 3
what they call their work
Advocacy and Standards Development
Works to enhance the fiduciary profession by promoting best practices, ethical standards, and policy improvements
Membership Directory and Networking
Provides a directory of licensed fiduciaries and facilitates professional networking across Arizona
Professional Education and Training
Offers educational events, materials, and training programs for fiduciaries to maintain certification and improve practice standards
relationships · 14
who they work with
- AHCCCS Behavioral Health Planning Council Network — President Kathryn Blair is a member of the AHCCCS Behavioral Health Planning Council
- Administrative Office of the Courts (AOC) Government — Licensed fiduciaries are regulated by the Administrative Office of the Courts (AOC).
- Arizona Attorney General Government — The Arizona Attorney General is required by state law to keep a registry of names of persons against whom complaints have been filed accusing them of abuse, neglect or exploitation of a vulnerable person.
- Arizona Geriatric Society Network — Vice President Deborah Gilliland is a member of the Arizona Geriatric Society
- Arizona Supreme Court Government — Professional fiduciaries must be certified with the Arizona Supreme Court to be eligible for appointment by a probate court.
- Maricopa County Bar Association’s Paralegal Division, Estate Planning, Probate & Trust Sections Network — Secretary Kallie Knight is an active member of the Maricopa County Bar Association’s Paralegal Division, Estate Planning, Probate & Trust Sections
- National Guardianship Association Network — Became a state affiliate of the National Guardianship Association in 1999.
- National Guardianship Association Network — Became a state affiliate of the National Guardianship Association in November 1999.
- National Guardianship Association Network — Board members are members of the National Guardianship Association
- National Guardianship Association Network — References and promotes the National Guardianship Association's Standards of Practice as industry best practice.
- National Guardianship Association (NGA) Partner — References NGA's code of ethics as a best-practices guide and notes that members with NGA credentials are bound by its standards.
- National Guardianship Foundation (NGF) Partner — Many of Arizona’s professional fiduciaries have achieved NGF certification as Registered Guardian and Master Guardian.
- The Carlson Group, LLC Partner — Executive Director of Arizona Fiduciaries Association
- Yavapai College Partner — President Kathryn Blair is an adjunct instructor in the paralegal studies program at Yavapai College