Trust Administration, Probate Conservatorships, and Forensic Accounting

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Trust Administration

We manage each estate in a fiscally responsible manner while fulfilling the needs of our clients.

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Conservatorships

Our personnel are bondable California licensed Professional Fiduciaries and have been court appointed to serve as conservators.

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Forensics

We offer substantial experience in a multitude of forensic and fraud-related matters.

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High Caliber Expertise and Services
from Licensed Professionals

At the core of Certified Strategies, Inc. (CSI) are professionals who understand your forensic accounting, trust administration, probate and conservatorship needs. Our qualified personnel maintain licenses and accreditations that include: Certified Public Accountant, Certified in Financial Forensics, Accredited Business Valuator, Certified Global Management Accountant, California Licensed Professional Fiduciary, and National Certified Guardian.

  • We have substantial experience in a wide array of financial forensic accounting matters, including, but not limited to the following:
  • Complex trust and estate financial and accounting disputes
  • Elder Financial Abuse Investigations
  • Investment and all types of Financial Fraud Investigations
  • White Collar Crimes
  • Tracing Hidden Income and Assets
  • Securities Litigation
  • Other General Complex Civil and Trust Administration Engagements

We are regularly called upon to assist in special circumstances such as arbitration, mediation, settlement negotiation, expert testimony, and court proceedings. Regardless of your needs, CSI stands ready to provide you with the best caliber expertise and service.

WHAT WE DO

Our Services

Trust
Administration

We manage each estate in a fiscally responsible manner while fulfilling the needs of our clients. We also provide easy access to personnel, extensive communication with our clients and related parties, and transparency in all our decisions and transactions.

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Conservatorships

Our personnel are bondable California licensed Professional Fiduciaries and have been court appointed to serve as conservators. As conservators, we are committed to providing dedicated and compassionate service to meet the unique needs and circumstances of all our clients. We handle residency, health care, recreation, and rehabilitation issues, and we work hard to facilitate conflict resolution among family members and related parties.

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Forensic
Accounting

We offer substantial experience in a multitude of forensic and fraud-related matters, including document review on large-scale cases, fraud detection and prevention, and tracing of concealed income and assets. We also have experience in securities litigation and other general complex civil litigation and white collar crimes.

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Contact Us

We offer free phone consultations. Please call or email our office to set up an appointment.