Tempe, Arizona
Trust Administration in Tempe.
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.
Check the trust before a beneficiary payment
A trustee helping a Tempe student or young adult may receive requests for tuition, rent, or living expenses. Keep the request and supporting bill. The trust’s distribution terms, rather than a family assumption about what seems reasonable, guide what the trustee may pay.
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.
Phone and video meetings let you begin from Tempe around work or school. Our physical offices are in Phoenix and Scottsdale; any court appearance follows the instructions for your individual case.
- 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.
The trust’s terms and the trustee’s duties control. Review the request, available funds, and any conditions before authorizing payment.
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.
We serve Tempe from our Phoenix and Scottsdale offices. We do not have a separate Tempe office. You can begin by phone or video and arrange an office appointment when needed.
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 Tempe.
Choose the matter you want to discuss. Each page explains a practical issue, what to bring, and how to get started.
Estate Planning
Start with the people who can help
Probate
Include personal and digital property in the inventory
Guardianships & Conservatorships
Review authority after a sudden medical change
Powers of Attorney
Prepare documents when a child becomes an adult
Family Law
Keep a lease separate from family orders
Divorce
List education debt and its history
Child Custody
Plan around classes and childcare
Paternity
Plan for parents in different states
Personal Injury
Preserve bicycle and pedestrian evidence
Wrongful Death
Review relationships without assumptions
Schedule your meeting
Discuss your next step in Tempe.
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