Phoenix, Arizona
Trust Administration in Phoenix.
Taking over a trust brings recordkeeping, notice, and distribution duties. We help you read the trust, identify its property, and avoid acting before you understand those duties.
Trace accounts before closing them
A Phoenix trustee may find bank statements in several names after a parent dies. Keep those statements and the trust’s asset schedule together. Closing or merging accounts too soon can make it harder to show which money belongs to the trust and which belongs to the estate.
Read the full service guideBring the records that explain your situation.
Bring the complete trust and amendments, current asset statements, death certificates if applicable, and beneficiary contact details.
If you have a court notice, an insurer’s deadline, or a document you have been asked to sign, mention it when you call. Keep the full original and send a copy only through the method our team confirms.
Your first conversation
We listen to the problem, review the available facts, and identify the questions that need legal advice. A clear starting point helps you decide what to do next.
Before work begins
We explain the proposed scope, fees, and records needed. You can ask about the process and the next decision before you choose to hire us.
Meet in person or from home.
Our Phoenix office is on North 3rd Street, separate from the court. Bring the full notice for any pending case; the court name, case number, and hearing instructions matter more than the address where you live.
- North Scottsdale
- 13951 N Scottsdale Rd, Suite 234, Scottsdale, AZ 85254
- Gainey Ranch Office
- 7702 E. Doubletree Ranch Rd, Suite 300, Scottsdale, AZ 85258
- Phoenix Satellite Office
- 1427 N. 3rd Street, Suite 200, Phoenix, AZ 85004
- Phone and video
- Request a meeting format and we’ll confirm the details with you.
First identify the owner, beneficiary arrangement, and trustee authority for each account. Some accounts may follow a different transfer process.
Trust funds need separate records and must be used according to the trust and the trustee’s duties. Keep a clear account of income, expenses, and distributions.
Bring the complete trust and amendments, current asset statements, death certificates if applicable, and beneficiary contact details.
Yes. Our Phoenix satellite office is on North 3rd Street. Call to arrange an appointment there, or begin by phone or video.
The first consultation is free. We review what you need and explain the proposed scope and fees before you decide whether to hire us.
Arizona resources
These resources explain the general rules. Your documents and circumstances determine how those rules apply.
Arizona trustee administration dutiesMore help in Phoenix.
Choose the matter you want to discuss. Each page explains a practical issue, what to bring, and how to get started.
Estate Planning
Review the deed after a home purchase
Probate
Start with the full court notice
Guardianships & Conservatorships
Identify the decision that cannot wait
Powers of Attorney
Match authority to the bank’s request
Family Law
Organize orders from more than one case
Divorce
Plan for shared housing during the case
Child Custody
Account for different work shifts
Paternity
Coordinate agency and court paperwork
Personal Injury
Preserve the incident location and timeline
Wrongful Death
Set a clear family point of contact
Schedule your meeting
Discuss your next step in Phoenix.
Bring your questions and the records you have. We’ll explain the scope of help, your options, and the next steps in English or Spanish.
- Phone, video, or in our Scottsdale office
- Free and with no obligation
- Available in English and Spanish
Prefer to talk now?
(480) 863-6303