Trust and Estate Services of San Diego
Services
Professional Fiduciary Services
- Qualified and eligible to serve as Trustee, Conservator of the person and estate, Guardian of the person and estate, Executor, Administrator with Will Annexed, Executor, Custodian, and Agent under Power of Attorney for Asset Management.
- Current and active registration with the State of California Attorney General and the County of San Diego Probate Court for service as a Trustee, Conservator, Guardian.
- Current and active member of the California Professional Fiduciary Association.
Certified Paralegal Services
- Complete management of all court supervised probate, spousal property proceedings, conservatorship, guardianship, and trust matters.
- Complete management of all routine trust administration which includes asset appraisal, allocation to separate trusts, and documentation necessary to transfer title.
- Assistance with complex trust and estate contested and/or litigated matters which include financial projections, accounting, discovery, and pleading preparation.
Accounting Services
- Complex fiduciary accounting in court-required format
- Assistance with tracing and location of missing assets
- Assistance with trust and/or estate bookkeeping and bill paying
Tax
- Estate tax (form 706) and gift tax (form 709) preparation
- Fiduciary income tax preparation (form 1041, 541)
- Individual income tax preparation (form 1040)
- Tax consultation, planning, and advice
Document Preparation (flat fee services)
- Small estate affidavit (Probate Code Section 13100)
- Joint tenancy termination
- Miscellaneous deed transfers
- Trustee required notices
PROFESSIONAL FIDUCIARY CERTIFIED PARALEGALCERTIFIED TAX PREPARER