Special Needs Trust Administration in Phoenix, Arizona
Compass Fiduciary Group, LLC provides special needs trust administration for individuals and families in Phoenix and Maricopa County.
Administration Focused On the Beneficiary
Special needs trust administration requires attention to the trust document, the beneficiary’s circumstances, distribution requests, and careful financial records. Compass works with the people and professionals involved in the matter to coordinate administration and communication.
Discuss Your Matter With Compass
Contact our Phoenix office to discuss trustee services for an existing special needs trust or planning for a successor trustee.
Call 602-595-1811 or start an intake inquiry. Our office is at 1480 E. Bethany Home Rd., Suite 130, Phoenix, AZ 85014.
Compass Fiduciary Group, LLC • Arizona fiduciary firm license #20647 • Serving the Valley since 2010.