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Available Online


Settlement of Trusts upon death of Grantor(s). Free 30 min. consultation.

  • 30 minutes
  • free 30 min. consult
  • Location 1

Service Description

We will represent you, the Successor Trustee, through all legal notice requirements, change of ownership processes, marshalling of assets, transferring of assets in kind or liquidating to the beneficiaries, providing reports and accounts to beneficiaries, and obtaining final releases. Fees are typically flat fee based on estate value scaling, to be discussed at retention of services. On rare occasions where Court action is required, we gladly offer same at an additional cost TBD.

Contact Details

  • 1050 Kettner Blvd, Suite D #1021, San Diego, CA 92101, USA


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