Transfer and Transition Protocols / Intake Staffing Case Transfer / Notice Willingness
to Serve (3 documents) Submitted by Catherine Robbins, Maricopa
County Public Fiduciary: This protocol sets forth the Guidelines for
Voluntary Fiduciary Case Transfers and Transitions between the Private Professional
Fiduciary and the Public Professional Fiduciary. This guideline is aspirational
in nature to enable fiduciaries to most importantly achieve successful case transitions
with minimal or no interruption in fiduciary services for the persons or estates
under their care. The second most important emphasis is placed on ensuring case
compliance with the Courts, Rules, and Laws. This is a living document and requires
active use and periodic revision to maintain compliance with governing authorities
and professional standards. #5a5b5c
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