What We Provide

Serving North County with integrity and expertise.

Estate Management

Complete oversight of estates, including asset inventory, bill payment, and distribution to beneficiaries.

Trust Administration

Administration of living and testamentary trusts, with clear communication and fiduciary responsibility.

Court-Appointed Fiduciary

Appointed by courts to manage assets and advocate for those unable to do so themselves.

Conservatorships & Guardianships

Legal representation and management for minors or incapacitated adults, ensuring their rights and wellbeing.

Full Fiduciary Services

• Executor / Administrator
• Trustee (including Revocable, Irrevocable, QTIP, CRUT, Complex, and Special Needs Trusts)
• Interim Successor Trustee in Litigated Matters
• Conservator of the Person and Estate
• Advance Health Care Agent
• Power of Attorney
• Guardian ad Litem
• Representative Payee

Why Choose Us

North County Fiduciary Services stands out for our integrity, transparency, and genuine compassion. Our clients benefit from prompt communication, personalized solutions, and a steadfast commitment to protecting every individual’s best interests. Trust us to guide you through complex legal and financial matters with clarity and care.

Experience, Qualifications & Memberships

• 14+ years fiduciary experience
• 25+ years probate/trust experience (including 570+ matters as a trust administrator)
• California Licensed Professional Fiduciary, License No. PF 550 (since 2011)
• San Diego Regional Director, Professional Fiduciary Association of California 2022-2024
• San Diego Regional President, Professional Fiduciary Association of California 2024-25
• State Board Vice President, Professional Fiduciary Association of California 2025-Present
• State Board Member, Professional Fiduciary Association of California 2022-Present
• National Certified Guardian, National Guardianship Foundation
• Professional Fiduciary Management for Conservators certificate, CSU Fullerton
• Professional Fiduciary Management for Trustees certificate, CSU Fullerton
• General Member, National Guardianship Association
• General Member, Probate Attorneys of San Diego