About Compass Fiduciary Group

Compass Fiduciary Group, LLC is an Arizona licensed fiduciary firm based in Phoenix and serving the Valley since 2010. Our work includes trust and estate administration, guardianship, conservatorship, special needs trusts, and fiduciary agent services.

Local Service. Accountable Leadership.

Jonathan Taddei is the owner and principal fiduciary of Compass Fiduciary Group. The firm holds Arizona fiduciary license #20647; Jonathan holds fiduciary license #21007.

Our approach begins with understanding the individual, the governing documents, and the scope of authority. We emphasize organized records, appropriate communication, and coordination with the attorneys and other professionals involved in a matter.

Trust and Estate Administration

Compass works with individuals, families, and their attorneys to discuss professional trustee, successor trustee, and probate estate administration needs. Each proposed engagement is reviewed for authority, scope, conflicts, and capacity.

Explore trust administration and probate estate administration.

Contact Our Phoenix Office

1480 E. Bethany Home Rd., Suite 130, Phoenix, AZ 85014. Call 602-595-1811 or request an initial discussion.

Compass provides fiduciary administration services and is not a law firm. Contacting the office does not establish an engagement.