Good Faith. Loyalty. Trust.

Sterling Case Management & Fiduciaries of Arizona, LLC provides professional Fiduciary and Case Management services. Here, you’ll find services designed to meet the unique needs of our Senior community and those with special needs. We want our clients to know and feel a sense of Good Faith, Loyalty and Trust. Our core purpose is to protect and advocate.

People just like you, turn to us for help making health care and financial decisions. Whether your need to put a plan in place or address current concerns.

Many of our services are designed as a supportive role around:

  • Coordination of health care services
  • Care management
  • Help with placement options

It’s all part of our commitment to helping individuals preserve independence, dignity and autonomy.

Every fiduciary relationship we hold is grounded in three principles: Good faith. Loyalty. Trust.

Case Management & Fiduciary Services offered

Our services extend to guidance around guardianship and conservatorship. You can receive assistance with trust management and estate dissolution.

Whether you’re looking for a personal representative or someone to act as a Medical Power of Attorney or Financial Power of Attorney, we can help. What’s more, you can even count on us to act as a Trustee for your family trust or special needs trust.

Take a look at the many types of clients we serve:

  • Care management and patient advocacy groups

  • Individuals with a desire for a long term plan

  • Families needing assistance

  • Guardianship and emergency guardianship

  • Conservatorship

  • Attorneys

  • Trust companies

  • US Veterans

What Matters Most is Your Decision.
Safeguarding It Is Our Responsibility.

Life is complicated. Protecting what matters most to you doesn’t have to be. Here, you’ll discover a collaborative approach to identifying and facilitating your options. At Sterling Case Management & Fiduciaries of Arizona, you can safeguard health and financial needs

A case manager and fiduciary will explore all options; including alternatives to meet individual requirements and expectations.

Schedule your complimentary discovery session. It’s your opportunity to ask questions and get answers.

It’s the first step to putting a solid plan in place. Together, we can help preserve independence, dignity and autonomy.

Contact us for your complimentary discovery session.

Phone: 520-428-5080

Sterling Case Management & Fiduciaries of Arizona is an Arizona Licensed Fiduciary Company