Sun City West (623) 546-6082

Licensed Fiduciary Condit and Associates, LLC

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.

Through the Arizona Supreme Court, Fiduciaries are bonded, background checked, fingerprinted and eventually become licensed. The licensing means a knowledge of the law that applies to caring for others and their finances. They are held to a high standard under the law and are accountable to their clients, their families and the courts. Fiduciaries are expected to be advocates for the clients they serve and help to protect them from abuse and exploitation. Many Licensed Fiduciaries are either former personal trust officers, medical professionals, or human services professionals.

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.

Qualifications

Mary Jane Condit, a Licensed Fiduciary in private practice and owner of Condit and Associates, has over twenty-six years of experience dealing with issues of aging, elders, special needs, and their families. She is the Licensed Principal Fiduciary.

Condit is also a National Certified Guardian. As a former bank trust officer, Condit has years of experience with personal trust administration, bookkeeping, estate settlement and personal care.

She is a Cannon Trust School graduate and continues to maintain her certification in trust and estate law, taxation and accounting as a Certified Trust and Financial Advisor from the Institute of Certified Bankers.

Condit and her staff of other Licensed Fiduciaries and National Certified Guardians, take pride in the responsibility of helping others to continue living the rest of their lives with dignity and respect. It is our privilege to provide quality care and management for those who are in need of protection and assistance.

Valerie J. Mills, Licensed Fiduciary, and Vice President of Business Operations, has been an employee of Condit and Associates since 2005 and has quickly excelled to achieve the necessary knowledge and experience required to become a Licensed Fiduciary.

In addition to assisting with the administration of trusts, estates, powers of attorney, conservatorships and guardianship cases over several years, she also has a natural ability to provide the level of high quality service our clients deserve and expect. Valerie has been a National Certified Guardian since 2005.

She is working toward her Trust and Financial Advisor Certification and is attending Cannon Financial Trust School. She is expected to complete her CTFA certification in 2011.

Kathleen J. Crowley is a seventeen year bank Vice President and managing executive previously with Northern Trust where she managed the Sun City West branch and assisted local clientele with financial expertise. Crowley as Relationship Manager helps match potential client needs with services offered by Condit and Associates and other available community resources. She also facilitates new clients with intake and set up for services. She is currently studying for her National Guardianship Certification.

Kathleen A. Moriarity brings over twenty years of experience as a Senior Trust Administrator/Vice President for several financial institutions in Arizona and Minnesota.

She earned her Fiduciary License in 2009 and is now studying for her national guardianship designation. She also maintains professional certifications as a Certified Financial & Trust Advisor (CTFA), Certified IRA Specialist (CISIP) Certified Financial Planner (CFP) and IRS Enrolled Agent.

For more information or to schedule a complimentary visit contact us at
Phone 623-546-6082 Fax 877-784-6938 Email mjcondit@conditandassoc.com

It is our privilege to provide quality care and management for those who are in need of protection and assistance.

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.

Member of

  • Arizona Fiduciary Association
  • National Guardianship Association
  • Sun Health Foundation Board
  • Interfaith Community Care Board

Resources