A Professional Resource for Fiduciary Matters

Compass Fiduciary Group works with attorneys and other professional advisers on proposed and existing fiduciary matters in Phoenix and Maricopa County.

Trust and Estate Referrals

Contact Compass to discuss a professional trustee, successor trustee, or personal representative appointment. We evaluate the governing documents, available authority, scope, conflicts, timing, and capacity before accepting a matter.

Our role is fiduciary administration. We coordinate records, administrative priorities, and communication with counsel, accountants, financial institutions, and the people involved in the matter. Legal advice and legal representation remain with counsel.

Information for an Initial Review

• Your name, firm, and contact information.
• The requested fiduciary role and the reason professional administration is needed.
• Whether there is a current appointment or pending court proceeding.
• A general description of assets, administrative needs, and relevant deadlines.
• Whether governing documents and existing records are available for review.

Please use the initial inquiry to describe the matter generally. Compass will provide instructions for sharing documents; do not send account credentials or sensitive records through the initial form.

Discuss a Referral

Call 602-595-1811 or start a professional referral inquiry.

Explore trust administration and probate estate administration. Our office is at 1480 E. Bethany Home Rd., Suite 130, Phoenix, AZ 85014.

Compass Fiduciary Group, LLC · Arizona fiduciary firm license #20647. An inquiry does not establish an engagement.