Trust Administration in Phoenix, Arizona
Compass Fiduciary Group, LLC serves as trustee and successor trustee for trust administration matters in Phoenix and throughout Maricopa County.
Trustee And Successor Trustee Services
Trust administration involves carrying out the trust’s instructions, maintaining financial records, coordinating appropriate payments and distributions, and communicating with beneficiaries and professional advisers. The services required depend on the trust document and the circumstances of the matter.
Discuss Your Matter With Compass
Contact Compass if you are planning for a successor trustee, need an independent trustee, or are seeking help with an existing trust administration.
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.