Our Trust and Probate Administration Principals have been court-appointed and have obtained accreditations including California Licensed Professional Fiduciary, National Guardian Certification, Certified Public Accountant, Certified in Financial Forensics and Business Valuation. In addition to our services on non-court appointed trusts, we have been court appointed as Conservator, Executor, and Successor Trustees. We also administer Special Needs Trusts.
We manage each estate in a fiscally responsible manner while also fulfilling our clients’ needs. We provide easy access to personnel, extensive communication with clients and related parties, and transparency in all decisions and transactions.