I Need to Understand First
You do not need to know every fiduciary term before asking a question. This page introduces the kinds of roles people commonly discuss with Compass Fiduciary Group in Phoenix and points you toward the service information most relevant to your situation.
Start with the document or appointment
A fiduciary role may arise from a trust, a court appointment, a power of attorney, or another governing arrangement. The label alone does not describe every responsibility. For an initial discussion, identify what document or appointment exists, what help is needed, and who is currently responsible.
Which service page should I read?
- Probate estate administration: questions about administering an estate after a death.
- Trust administration: an existing trust or a proposed successor trustee role.
- Special needs trusts: administration focused on a beneficiary’s circumstances and the governing trust.
- Guardianship and conservatorship: potential personal or financial responsibilities under a court appointment.
- Power of attorney services: a proposed agent role under an existing document.
Use official sources for legal requirements
The Arizona Judicial Branch Fiduciary Licensing Program provides licensing information and links to program resources. The Arizona Legislature’s statutes provide access to state law. These resources are starting points; a qualified attorney can explain how a rule or law applies to your circumstances.
Questions for your first conversation
Ask whether Compass can consider the proposed role, what records will be needed, how fees are addressed, and how communication would work if the matter is accepted. Mention court dates and other deadlines at the outset.
General information, then a focused next step
This website and its automated assistant provide general service information and resource directions. They do not provide case-specific legal or tax advice. Use the intake worksheet for a brief, nonconfidential overview or call our Phoenix office to discuss where to begin.
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.