Licensed Fiduciary #20864
Theresa Eells
As a Trust Protector, Theresa takes the time to build relationships with her clients. This way she understands your intentions and can make sure your wishes are carried out as intended. With previous education and experience in Estate & Trust Administration, Theresa understands the importance of dual control when dealing with other people’s assets. She takes every measure to safeguard your financial well-being and will look after the best interests of all parties involved.
Special Needs Trust Planning & Consulting
Milestone Trust Planning & Consulting
Benefit Utilization
Benefit Applications or Renewals
Business Development
Community Referrals
Conservatorship, and Trust/Estate Accountings
Forensic Lookback Accountings
Expert Opinion Reports
Trust Protector Services
Estate Plan Witness
Mobile Notary
Second Chance Consulting
Education & Career Development
Budget and Inventory Compliance
In 2019, Theresa won the Rising Star Award from the Arizona Fiduciary Association (AFA). Theresa holds a Fiduciary License with the Arizona Supreme Court and recognizes the importance of fiduciary duties. Education has always been highly valued by Theresa. Currently, she serves as a member of the AFA Education Committee. Theresa specializes in Special Needs Trust Administration and attends the Stetson Law Special National Conference on Special Needs Planning annually in Florida.
Theresa understands the value of State and Federal Benefits and can make sure you qualify for everything you are entitled to. She can assist with applications and renewals to agencies such as AHCCCS, ALTCS, ABLE, SNAP, SSA and the VA to ensure continued support for your sustainability. Theresa understands the disclosures needed for compliance and how to protect your assets.
Theresa’s background in Social Work makes her the perfect candidate to assist you and your loved ones with navigating through life’s most challenging circumstances. Theresa holds high ethics serving the most vulnerable populations and assisting with fulfilling their last wishes. Theresa is an expert at formulating the perfect Estate Plan tailored to your specific needs. She can help you avoid Probate and being subject to thousands of dollars wasted on Attorney/Court fees.
As an expert in the Fiduciary Industry, Theresa understands the importance of effective communication and relationship building. Over the years, Theresa has built relationships within the community and can refer you to preferred professionals that are reputable and ethical. This way, you know you are getting the highest standard of care for your loved one’s future. Consult now for more information.
Mission Statement:
A company that is built on ethics and high moral values to aid in protecting our clients financial, medical, and legal well-being through oversight of Trust and Estate Administration.
Expert Consultant – Specialized Estate Administrator
Client Estate and Trust Consulting – Client Intake and Development of Estate Plan
Free 1 hour Consult
Client meetings to gather information and discuss their needs.
Discuss Estate Plan tailored to your specific needs
Relationship Building -Meet with Professionals such as your Attorney, Financial Advisor, CPA, and Beneficiaries to customize estate plan and to develop ongoing relationships for client success.
Protecting client assets and final wishes through oversight of administration and skilled experience.