We are pleased to announce our newest advertiser
Condit and Associates, LLC
Our Mission
We provide professional, dependable financial and personal care services for those who want life to be simple, easy, or no longer a struggle. To give respect and honor the dignity and livelihood of those who have raised, nurtured and mentored the rest of us.
It is our privilege to provide quality care and management for those who are in need of protection and assistance.
What is a Licensed Fiduciary
A fiduciary is someone entrusted to protect property, oversee matters and manage care when people become unable to do so for themselves.
How Can You or a Loved One Benefit?
In today’s busy world, having the time to attend to needed family and loved ones is a challenge.
- We fill the gap for busy families and treat clients like adopted parents, aunts and uncles.
- Rescue and relief for busy families.
- Help for loved ones to live an easier, simpler, and more carefree life.
Licensed Fiduciary Condit and Associates, LLC offers financial peace of mind for you and your loved ones.
TYPES OF SERVICES
Financial Management Services
Care Management Services
Property Management Services
Some types of property management services included are, but are not limited to
- Conduct Pictorial Inventory
- Arrange for appraisal(s)
- On-site staffing during formal inventory/appraisal, maintenance/repairs/installation.
- On-site staffing for removal/disposition of property and arrange for and management of appropriate labor.
- Obtain bids for sale of personal property
- Records Management (Sorting)
- And other property management related services
Additional Services
- Needs Assessment – to help determine the level of care needed and appropriate living environment.
- Care Plan Development – a written plan explaining how care needs will be met.
- Quality Check Visits – periodic, unannounced or announced visit to determine the quality of care being given to a person and their living conditions.
- Moving Arrangements/Relocation Assistance – sometimes having to downsize can be overwhelming after years of accumulating personal property. We help to find appropriate living alternatives, organize and facilitate the move.
How Services Start
Legal Documents signed by the client and expressly directing specific duties be performed by the licensed fiduciary firm are:
- Durable, Spring or Limited Power of Attorney for Financial purposes
- Health Care Power of Attorney for medical purposes
- Mental Health Power of Attorney for treatment and hospitalization
- Trustee and Successor Trustee of a Trust
- Personal Representative under Last Will and Testament
- Engagement Letter is used when the licensed fiduciary is acting as Agent to the client, power of attorney, trustee or personal representative.
A court investigator is assigned to the case and consults with all interested parties, including the alleged protected person, reviews medical reports from physicians and any other professionals that may be part of the case as a witness. A court hearing occurs to determine if in fact the alleged protected person does need protection and is at risk.
Some types of Court Appointments are:
- Conservator – responsible for all financial matters outside of a Trust, if one exists.
- Guardian – responsible a person's welfare and well being.
- Trustee – responsible for all trust assets, trust administration and carrying out the terms and conditions of the trust agreement.
- Personal Representative – responsible for carrying out the terms and conditions of the decedent's Last Will and Testament.
For more information or to schedule a complimentary visit contact us at
Phone 623-546-6082 Fax 877-784-6938
Email: mjcondit@conditandassoc.com
Phone 623-546-6082 Fax 877-784-6938
Email: mjcondit@conditandassoc.com
Visit us online @ http://www.conditandassoc.com/