Private Fiduciary Services in Phoenix, Arizona
Services Guided by Fiduciary Responsibility.
Each fiduciary role carries distinct responsibilities. Our approach emphasizes defined authority, protection of the interests entrusted to us, accurate records and decisions consistent with the governing document, court order and individual’s needs.
Trustee and Successor Trustee
A trustee does more than hold title. The work includes reading and following the trust, identifying beneficiaries, protecting assets, keeping records, coordinating taxes and professional support, communicating appropriately, and making distributions consistent with the document. A successor trustee also needs continuity: the ability to step in without losing the history of the trust or the people it was meant to protect.
Personal Representative
Estate administration requires patience and order. A personal representative may need to secure property, identify assets, work with probate counsel, address creditor claims, communicate with heirs or devisees, track expenses, preserve records, and prepare for final distribution. The goal is not speed at any cost; it is efficient settlement consistent with the will, the law, and the estate's best interests.
Conservatorship
Conservatorship focuses on a protected person's financial estate. That can include bill review, budgeting, bank account oversight, benefits, insurance, tax coordination, property issues, accountings, and safeguards against waste or exploitation. The work should create a reliable financial picture while remembering that every dollar belongs to the protected person and should serve that person's needs.
Guardianship
Guardianship involves personal care decisions, not just paperwork. The role may require attention to placement, medical care, professional services, clothing, personal effects, social supports, reporting, and the least restrictive setting that fits the person's needs. Good guardianship should consider values and wishes, encourage independence where possible, and avoid treating protection as control for its own sake.
Power of Attorney and Agency
Agency work can be appropriate when a person has documents in place but needs a reliable professional to help carry out financial, administrative, or fiduciary responsibilities. The practical work may include organizing accounts, paying bills, reviewing mail, coordinating records, communicating with professionals, and escalating legal questions to counsel when legal advice is needed.
Special Needs Trusts
Special needs trust administration requires careful attention to beneficiary quality of life, public benefits, permissible distributions, records, tax coordination, and communication with family or care teams. The trustee's role is often long-term, which makes stable systems, institutional memory, and clear documentation especially important.
Property Management Solutions
Practical support for property, inventory, moving, storage, and domestic or international distribution.
Some matters do not begin with a full fiduciary appointment. They begin with a home, personal property, family members who need help, and a practical question: how do we organize this responsibly?
When practical administration needs structure.
Compass may evaluate property-management support for elderly individuals, families, attorneys, fiduciaries, personal representatives, trustees, agents, or adult children who need help organizing personal property, preparing inventories, coordinating moving or storage, and assisting with distribution logistics, including domestic and international delivery needs when the matter is appropriate.
These services may include property walk-through coordination, item documentation, photo-based inventory support, vendor coordination, packing and moving coordination, storage planning, delivery or transfer logistics, and practical communication among family members, counsel, care teams, property vendors, and other involved professionals.
For larger or out-of-area matters, Compass may coordinate appropriate contractors, movers, storage providers, shipping resources, appraisers, real estate professionals, property managers, or other third-party support. When distribution, transfer, or delivery involves people outside Arizona or outside the United States, Compass can help identify the practical next steps, coordinate vendor support, and help document the process where the matter is accepted.
Request property management review.
Property management solutions are reviewed case by case. This short request form gives Compass enough context to understand the property, authority, timeline, urgency, location, family dynamics, and type of support requested.
- Inventory, photo documentation, and personal property organization.
- Moving, packing, storage, transfer, shipping, and domestic or international distribution coordination.
- Vendor coordination for estate, trust, elder-support, and property administration needs.
- Further support for administration needs when the scope, authority, and engagement terms are clear.
Office: 1480 E. Bethany Home Rd., Suite 130, Phoenix, AZ 85014. Telephone 602-595-1811. Fax 866-441-6861.
This information describes fiduciary administration services and is not legal advice. Consult your attorney regarding legal questions and appointments.