Next Steps for Families

Fiduciary [redacted] whom works under the business of Next Steps for Families, refused to do her job as fiduciary/trustee in resolving issues with a 91 year old Elderly customers Estate, even with evidence of proof and her having the power and authority to to do so. Her refusal may she cause this customer to possibly have to pay three times the amount out of her estate by going past the deadline for a deposit refund per Arizona law . She refused to make any attempt with the customers former Fiduciary to collaborate on conditions of this customers rental property, particularly the conditions of the carpets or any facts there to. She was very unprofessional when it was brought to her attention that she was asking the same questions over and over at the final walk thru at lease end and became frustrated and gave a physical push with her body instead of walking around me as I stood still.
She was very disrespectful in handling this customers business and to me and began using un- desirable language when addressing me.
If your looking for a Fiduciary to handle your business or estate I would advise that you look elsewhere as you will be very disappointed with a job half done.

[redacted] Tempe, Arizona 85284
Mobile: ###-###-####
Home: ###-###-#### [redacted] NEXT STEPS FOR FAMILIES,
Fiduciary/Guardian,
vs.
[redacted], DAUGHTER & TRUSTEE FOR THE [redacted] & [redacted], MOTHER, THE [redacted] Case No.: [redacted] - [redacted] NEXT STEPS FOR FAMILIES COMPLAINT
COMPLAINT EVIDENCE
1. Refusal to allow communication with caregivers- See text messages.
2. Refusal to allow private conversations with my mother – See Email
3. Numerous Slanderous and defamatory accusations without proof –Click here for document
4. Placing my mother in harm’s way by not ensuring valid insurance. The bill was not paid. – See attached
a. Accusations of incident(s) that never happened – (Most recent) See contact Information business card -
5. Witness List:
a. Accusation email from [redacted] with no documentation.
b. Every employee at [redacted] on Ray and McClintock.
6. Threatening caregivers including caregivers I hired as private duty and had excellent communication and cohesiveness in our house until Next Steps for Families making communication impossible without justification and notification to represented attorney.
a. Cannot name this person as she has been threatened - Threatened by [redacted]
b. Erin Adkins (Former [redacted] Employee who quit after threatened- Threatened by [redacted]
c. [redacted] - Threatened by [redacted]
d. Joy - Threatened by [redacted]
e. [redacted] ([redacted] quit months prior to [redacted] and works for her mother)
f. See email.
g. See Text Message Thread.
7. Refusing to pay estate planner after agreeing to let her redo her estate plan:
a. Witness:
i. [redacted], [redacted]. [redacted], [redacted] iv. [redacted]
v. Caregiver on duty
vi. Estate planning document. – See attached.
vii. Email from [redacted] – See attached
viii. My response to her refusing to step down sent to Attorney [redacted] and [redacted] for follow up - See attached
8. Constant contradicting actions and directions to caregivers.
a. [redacted] b. [redacted]
c. [redacted]
d. [redacted]
9. Allowing caregiver, from newly rehired home care agency, to rearrange residence without consent of all residence of the house and refusal to be provided photographs of my house and my room when asked. See Email.
10. Caregiving agency ([redacted] -November 10, 2014 phone call with [redacted]. who refused to give last name) only allowing limited travel for my mother. Thus reducing her freedom to go where and when she wants.
11. The [redacted] of [redacted] and her estate by the Fiduciary and their attorney and hidden fees never disclosed when asked: See attached
a. Example 1
b. Example 2
c. Example 3
12. Bills not being paid on time:
a* [redacted]
b. November 8, 2014 – [redacted]. Exterminator called the residence for payment.
c. November 10, 2014 – [redacted] overdue
d. Slanderous and defamatory comments about events that did not happen. -PDF
13. Failure to maintain our Chandler House.
a. Example 1
b. Example 2
c. Example 3
14. Interference in the right of a person to seek an attorney if she is not happy with her attorney.
a. Example 1 – Number 12 -PDF
15. Willful interference in affairs that do not concern NSFF.
a. Example 1- Number 15 - PDF
Since my initial filing and now over $300,000.00 has been exploited by not only by Uncle, but by the fiduciaries and their lawyer’s, these questions have never been answered and after 25 months all we get is a spreadsheet I could have generated from [redacted] or any exported bank statement and their fees.
I am the one that came here and started this process.
a) I am the one that came here for help for my mother. Not my niece nor nephews.
b) I am the one that came here to get justice for my mother as she had been exploited not only by a banking institution known as [redacted], her brother, the deceased [redacted]. and now by [redacted] and their legal teams (using my own mothers money against her and me).
c) Since that time not only have hundreds of thousands of dollars have been exploited from the estate of [redacted], but, the principle person, whom I have known from day one that had embezzled from his own sister, by stealing funds from the estate of [redacted], was allowed to do so without any investigation by any fiduciary and now has died without confessing his deceitful deeds nor any action taken against while he was alive. The lack of ANY investigation into the embezzlement and with the complicit behavior of [redacted] and the exploitation of [redacted], which let me remind the court was the point of my filing.
a. Truth took a gut blow but still stood up to what was right.
Remember the reason I filed for the necessary paperwork was to locate the stolen money and make my mother whole.
b. That truth was never was the focus of any of the fiduciaries or their teams of lawyers that engaged in the exploitation of an elderly person money in over 25 months of a process has caused my mother her emotional health and welfare, in addition to the use of pitting family against family all in the name of greed and the [redacted]’ing of [redacted] was on its way.
But the embezzlement of my mother’s estate not only by her brother, but by the very people we went to for help turned out to be a nightmare and was only the beginning of what should called out as the exploitation of my mother’s estate executed by fiduciaries and their legal teams (using my mother’s money against her will) as well as we would find out others willing to put my mother’s health in harm’s way mentally and physically for money like [redacted] – Founder, [redacted]. Who perjured herself in front of the court when she testified?
I came to the court for asking for the following:
1. Gain the needed documents to go after [redacted] and find out why my mother’s accounts were frozen.
a. Turned over to a fiduciary and no action taken.
2. Locate the embezzled funds from [redacted] which at that time was only $40k, now more than 25 months later and hundreds of thousand dollars later, we receive a document that I could have generated from [redacted] and would have not taken 25 months and the exploitation of my mother’s estate.
b. Turned over to a fiduciary and no action taken.
However, since the first fiduciary and now with the other fiduciary who made claims of keeping cost down has reversed that by causing expenses to exceed every normality with fees for everything we needed to do. Simple things like:
1. Running a house and taking care of things an individual can do and have done.
2. I also saved the estate over $50,000.00 by not using companies that especially do not meet my mother needs or our requirements. Yet, NSFF has seeming been able to bill the estate that amount since March,
3. Not using cost effective sources for purchasing supplies in lew of vendors that triple the cost of everyday items, came into our lives everything changed for the worse and to make matters even worse, no investigation was made into the reason I filed in the first place, and why?
4. Because, the truth of the reason I filed was not on the agenda of the fiduciaries, their staff and their teams of lawyers (my mother pays for against her will). That would not generate the vast amounts of money they need to run their business model. What does in fact feed the greed and exploitation of an elderly person is an old boy network of, it’s just the way it’s done, and in my mother’s case as well with [redacted], that would seem to be the way it is done.
In fact the truth almost died the day I filled out and paid to file for my mother’s money. This was manifested in ways the previous fiduciary had conducted themselves and their conduct is also a tactical method of their business model. A business model quickly adapted by the current fiduciary.
Remove any objection to the objective, all in the name of care for the elderly person, which is far from the truth. That tactic was used in the [redacted] case.
The business model used in my mother’s case and against me is well documented in the Case of [redacted]. The one main difference is that, my mother has a voice. She never lost her voice and her voice is my voice, the voice of my father and the voice of my brother as her advocate and her shield against the greed that was beset upon her and this has to stop.
Under the care of both fiduciaries, my mother got a fracture in the facility in Scottsdale and it took a month for her to finally get to a doctor, I arranged for her to see, who revealed a fracture that showed signs of repairing on its own. This happened under their watch. Then my eyes were starting to notice the same treatment towards me as with the new fiduciary at which time I notified my attorney of her practices and let him know of every instance of theirs actions. To include, the same tactics of slander against with new caregivers and even attempting to on several occasions tell of occasions that never happened. This was increasingly disturbing as well her communications with long seemingly drunken text messages to point I had to tell her stop texting me.
This was only the beginning of tactics to include threatening my mother and me with displacement from our home (of which is in my mother’s name). The current fiduciary surpassed that in many ways.
Now 25 months later and over $300,000.00 later all questions still remain:
1. Who was responsible for allowing the embezzlement to take place by [redacted]?
2. Why has it taken over 20 months to get a spreadsheet?
The amount of hours charged to my Mothers estate just come after me and the time and effort put in to character assassinate me, emotionally abuse my Mother, deny her the ability to continue her regiment of healthcare has not answered the questions as to why I came here and my Mother came here to have answered which is why was my Mother's bank account frozen that eventually closed by [redacted] at their determination of an invalid power of attorney.
Today the Estate is asking for this process to end and allow us to go after the exploitations of the [redacted] Estate with our legal team and as representative of the [redacted] Estate and [redacted] on behalf of my mother and the estate we have had enough of this exploitation. Having yet another fiduciary is no solution. The estate cannot afford it and they failed. We have done everything asked of us, within reason. But to continue this madness of rinse repeat and expect a different result needs is insanity and needs to ends here. This process needs a major overhaul and exposure to the tactics of these fiduciaries not only in my case but in cases current and future because “the way it is” does nothing for the person and the family, it only bleeds the family’s money dry and when there is no more blood they jump like maggots from a carcass.
But as before, Next Steps for Families has chosen to execute the same tactics as done by [redacted]. That would include the following:
a. Telling hospital officials to watch out for my behavior when my mother hospitalized at [redacted]. I then called the head of security for [redacted] and asked him if there any reports of any incidents reported that day. His response was no. This is confirmed by all caregivers. Again another slander charge leveled at me.
b. Being unprofessional to caregivers in ways such as ignoring them upon entry of the home and only after the fact introducing themselves.
c. Not reimbursing caregivers when shopping for my mother as her card has been declined on numerous occasions.
d. Not reimbursing me for obvious item I had purchase for my mother including he[redacted] and Internet for her [redacted], Cell phone as well as food and medicine, and other items she wants or the house or pets need. To the point I don’t even bother to send for any reimbursement even though I use that money to pay for other expenses and hers denied by NSFF.
a. Example 1
e. Instructing us that we had to feed and provide full shelter for all caregivers only to question the amount of food being used.
f. Making false allegations of storm damage, photographed by her staff, only to have the gauche to say I moved damaged screens to our backyard from the front. Problem with her story is that we have NO SCREENS on the front of our house. Another slanderous charge and I was fixing the storm damaged screens to save money.
g. Being inconsistent with communication which results in added billing, needless emails and texts only to ask for what anyone would need. We do not take trips. Especially when asked for money to take a needed trip was denied.
h. No mail, not even a condolence card from family members across the country. The mail she has gotten was a catalog from [redacted].
i. No tax Return for 2 years have been presented. How can that be?
j. It goes on and on and on. To the point of insanity.
[redacted] once said, “He who permits himself to tell a lie once, finds it much easier to do it a second and a third time till at length it becomes habitual.”, and how prophetic those words hundreds of years ago would find itself in the actions by the [redacted], their legal teams (of which my mother is paying for against her will) and for 25 months, She has nothing to show for it.
The court failed. Every officer failed in their obligation to oversee what was going on and when so many read flags are spotted, intervention needed to take place and none did. Because that’s the way it is.
YES, this must stop. So for over 25 months and over $300,000 of my mother’s estate exploited not only by her now dead brother but the officers involved in this preceding, this must stop.
How many [redacted]’s and [redacted]’s have gone through this process of deliberate attack’s used to eliminate a family member that sees a major problem and is retaliated against using the elderly persons money and hold the failure to hold their officers accountable.
The final straw (and being charged for it) was the blatant wasting precious time when a family member needed to go to the Animal Hospital and the gall of Next Steps for Families to mitigate financials when they were informed as to the near exact cost of the services that would be needed. And to have my mother almost cry because she had no money of her own to take her boy to the hospital.
So I ask you, when is enough, enough? How much more money do these fiduciaries want when they have billed for so much and for nothing. I know Next Steps for Families has it out for me because I see exploitation and abuse of my mother’s estate and stand up to it. Wrong is wrong, and their desire to acquire my mother’s estate is obvious as with their billing since March of over $60,000.00. Did they go after [redacted]? Did they pursue the restitution of the embezzled money? The answer to both question is no.
Any rational person would not pay $56,000.00 for work contracted only 8 months on a job that cost me $109,000.00 and be told, well, look at the shiny object over here!!! But they never looked at the money!! The glitter of gold was too much a distraction.
How much more of my mother’s legacy and hard earned money as well as the money and legacy of my father do these fiduciaries want? And for what?
1. And when the money runs out where will they be? Nowhere. That is also their method of operation.
2. The only reason to continue this madness is a total disregard of the truth that has never wavered from day 1 when I sign the wrong form to find out what happened to he embezzled money. We have that information and it will not take 2xs what was taken to get it back.
3. How much money will she have to pay to fill the pockets of ones whose main objective is to make money at any cost?
I can answer that with one sentence, The [redacted] and [redacted] of [redacted]. This estate plan, sought out with the approval of both attorneys with the sign off from her Neurologist and first agreed to by NSFF and then NSFF attempted to renege on that agreement. However, the trust is a comprehensive and concise document detailing the wishes of my mother and her care for the rest of her life. The main difference is that it is a plan to keep her in the lifestyle she is accustomed to. In addition, the fees for services by [redacted] are between 1% and 6% to handle her financial needs.
The estate plan was needed when it came to our knowledge that the trust that was presented to the court had [redacted] as the trustee. Not a family member. This would complete the circle of exploitation coming and going. Nor did it take into consideration any of her grandchildren and her daughter. These are things a family does and not for a fee. Because it is the right thing to do.
I also ask for a full judicial investigation perhaps by [redacted] Judge [redacted], who chairs a committee that is reviewing [redacted] practices and look into the tactics used in this case and other cases before this probate court so that no one ever becomes another [redacted] or a [redacted].
Thank you for the opportunity to hear the truth of my words and the words of my mother and her wishes, that, this stop now, today.
Dated this 10th of November, 2014.

I will send you all documents and I have more.
Thank you.