California-Wide
Specialized Fiduciary Services.California-Wide.
Accurate. Detailed. Approved.
California attorneys and professional fiduciaries trust me to deliver expert fiduciary accounting and trust administration support — precise, thorough, and ready for court. Whether you need a court-ready accounting or experienced hands-on trust administration assistance, I provide the specialized expertise your practice requires and your clients deserve.
What I Offer
Two practices. One standard of care.
Fiduciary Accounting
Court-ready trust, guardianship, conservatorship, probate, and special needs trust accountings — prepared to California Probate Code standards.
Learn more →Trust Administration Support
Experienced paralegal assistance across the full administration lifecycle, from beneficiary notices to distribution planning.
Learn more →"Fiduciary accountings approved in Los Angeles County Probate Court — one of the most rigorous probate jurisdictions in California."
That standard, for every client, in every county.
Service Areas
Serving attorneys & fiduciaries across California.
Available statewide in California, with a focus on the high-net-worth communities where trust and probate work is most concentrated:
- Los Angeles County
- Marin County
- San Mateo County
- Santa Clara County
- San Francisco County
- Alameda County
- Contra Costa County
- Orange County
- Ventura County
- Santa Barbara County
- San Diego County
- Napa County
- Placer County
Don't see your county? I serve all 58 California counties — get in touch.