Trust and Estate Services of San Diego

The professionals at Trust & Estate Services of San Diego have extensive knowledge and expertise in complex estate tax, accounting, and trust administration matters, as well as competent and complete case management of all Probate Court administration matters. We work extensively with numerous clients to assist and guide them with trust asset management, fiduciary accounting and bookkeeping, estate and income tax reporting, and routine probate court administrative matters.

Our goal is to assist our clients in the most complete and efficient manner possible. To achieve this goal, our practice also includes frequent communication and interaction with accountants, financial managers, real estate brokers, and appraisers with respect to asset management, valuation, tax, and accounting matters.

We are consistently praised by clients (attorneys and accountants) for superior knowledge of law, ability to formulate a plan of action and determine solutions to difficult situations, and efficiency in completing projects prior to or by deadlines.

Our services include assistance in any of the following capacities:

• Professional Fiduciary
• Certified Paralegal
• Tax Preparation
• Document Services

PROFESSIONAL FIDUCIARY CERTIFIED PARALEGALCERTIFIED TAX PREPARER