Discuss Your Trust or Estate Matter

Contact Compass Fiduciary Group in Phoenix to discuss trustee, successor trustee, probate estate administration, or another fiduciary matter.

Start With a Conversation

Call 602-595-1811 or send an initial inquiry to Compass. Tell us the role you are seeking, your relationship to the matter, whether an attorney is involved, and any approaching deadlines.

Prepare for an Initial Review

A general description of the trust or estate and its administrative needs helps us identify the next step. Let us know whether governing documents, existing appointments, and relevant records are available. We will explain how to provide documents for review.

Do not enter Social Security numbers, passwords, complete account numbers, or private medical information into the initial inquiry.

What Happens Next

Compass evaluates the requested role, authority, scope, conflicts, and capacity before accepting an engagement. Fees, terms, and appointment requirements are addressed before work begins. An inquiry does not establish an engagement.

Learn about trust administration, estate administration, and professional referrals.

Our Office

1480 E. Bethany Home Rd., Suite 130, Phoenix, AZ 85014. Telephone 602-595-1811. Compass Fiduciary Group, LLC · Arizona fiduciary firm license #20647.