Local Presence
Choosing a fiduciary involves understanding who will be responsible for the work, how communication will be handled, and where the firm is based. Compass Fiduciary Group is a Phoenix-based Arizona fiduciary firm serving the Valley since 2010.
A Phoenix office and a direct conversation
Our office is at 1480 E. Bethany Home Road, Suite 130, Phoenix, AZ 85014. Call (602) 595-1811 to discuss your inquiry and arrange the appropriate next step. Contact us before visiting so we can coordinate a suitable time and identify who should participate in the conversation.
Understand the people behind the role
Visit our About & Staff page to learn about the Compass team. When discussing a potential engagement, ask who would handle routine communication, what information is needed for review, and how questions or concerns should be raised. These practical details help set expectations before a role is accepted.
Fiduciary services to discuss
Compass considers probate estate administration, trust and successor trustee administration, special needs trust administration, and other fiduciary roles. Guardianship, conservatorship, and agency matters require a discussion of the applicable authority and the responsibilities involved.
Prepare for an initial consultation
- Describe the role you want Compass to consider.
- Identify the people and professional advisers already involved.
- Explain the general location of the person, property, or estate.
- Tell us whether documents, court orders, or deadlines are involved.
Clear expectations before engagement
An initial conversation is an opportunity to review fit, information needs, and next steps. It does not establish a fiduciary appointment or guarantee acceptance. Review the published fee schedule and discuss the terms applicable to your matter directly with Compass.
Discuss your circumstances with Compass
Call 602-595-1811 or prepare an initial matter inquiry. Compass Fiduciary Group, LLC • 1480 E. Bethany Home Road, Suite 130, Phoenix, AZ 85014.
General service information only. Compass is not a law firm and does not provide legal or tax advice. Contacting Compass does not establish an engagement or appointment.