Fiduciary Services Tailored to Your Life
Every client's circumstances are unique. We offer a full range of professional fiduciary services — delivered with discretion, compassion, and an unwavering commitment to your best interests.
Professional Trustee
Impartial, expert stewardship of your trust assets.
When a family member or friend is not the right choice to serve as trustee — due to complexity, conflict, or capacity — a professional trustee provides the expertise and neutrality your trust deserves. We manage all aspects of trust administration with full transparency and strict adherence to California law.
Inquire About This ServiceWhat's Included
- Full trust administration and asset management
- Investment oversight and coordination with financial advisors
- Beneficiary communication and distribution management
- Tax coordination with your CPA or tax attorney
- Detailed accountings and record-keeping
- Compliance with California Probate Code
Estate Administration
Guiding families through one of life's most difficult transitions.
Settling an estate after the loss of a loved one is emotionally and logistically demanding. We step in as a steady, experienced hand — managing the entire process so your family can focus on healing rather than paperwork.
Inquire About This ServiceWhat's Included
- Inventory and appraisal of estate assets
- Coordination with probate court when required
- Payment of valid debts and final expenses
- Tax filings and coordination with estate counsel
- Distribution to heirs in accordance with the will or trust
- Final accounting and estate closure
Conservatorship
Court-supervised protection for those who can no longer protect themselves.
When a loved one can no longer manage their own financial affairs due to cognitive decline, illness, or incapacity, a court-appointed conservator steps in to protect their interests. As a National Certified Guardian (NCG) and Licensed Professional Fiduciary, we bring the highest standards of care to every conservatorship we manage.
Inquire About This ServiceWhat's Included
- Petition preparation and court filing coordination
- Ongoing court reporting and accountings
- Asset protection and bill payment
- Coordination with healthcare providers and family
- Annual reviews and compliance with court orders
- Advocacy for the conservatee's best interests
Concierge Care Coordination
Holistic support for clients who need more than financial management.
Some clients need help navigating not just their finances, but their daily lives. Our concierge care coordination service bridges the gap between financial fiduciary services and personal care — ensuring every aspect of a client's wellbeing is attended to with dignity and respect.
Inquire About This ServiceWhat's Included
- Coordination with physicians, specialists, and care facilities
- Oversight of in-home caregivers and service providers
- Medical appointment scheduling and accompaniment
- Housing transitions and placement assistance
- Personal needs assessment and care planning
- Family communication and regular status updates
Fee Schedule
Transparent, Straightforward Pricing
We believe you deserve to understand exactly what fiduciary services cost before you commit. All fees are disclosed upfront — no surprises.
All fees are billed in accordance with California Probate Code and PFAC guidelines. Exact fees are confirmed in your engagement agreement. Contact us for a personalized fee estimate.
How We Work With You
Every engagement begins with listening. We take the time to understand your situation before recommending any course of action.
Free Consultation
We begin with a confidential, no-obligation conversation to understand your needs and answer your questions.
Engagement Agreement
We prepare a clear engagement agreement outlining the scope of services, fees, and expectations — no surprises.
Ongoing Service
We manage your matter with regular communication, detailed records, and full transparency at every step.
Not Sure Which Service You Need?
That's exactly what the free consultation is for. We'll listen to your situation and help you understand your options — with no pressure and no obligation.
Confidential · No obligation · San Diego County