TOP 10 Trust administration services in Newport Beach, California

Newport Beach is a prestigious health institution located at 2121 East Coast Highway in Newport Beach, California. With a focus on providing top-notch medical care, this facility offers a wide range of services to cater to the needs of its patients. Whether you are in need of routine check-ups, specialized treatments, or emergency care, the dedicated team of doctors and healthcare professionals at Newport Beach are committed to ensuring the well-being and health of all their patients. With state-of-the-art facilities and a reputation for excellence, Newport Beach is a trusted destination for quality healthcare in the United States.

Signature Legacy Wealth Advisors - UBS Financial Services Inc. is a prestigious financial institution located at 888 San Clemente Drive in Newport Beach, California, United States. Specializing in wealth management and financial planning, our team of experienced advisors are dedicated to helping clients achieve their financial goals and build a lasting legacy. With a focus on personalized service and innovative solutions, we strive to provide our clients with the highest level of expertise and guidance in managing their finances. Trust Signature Legacy Wealth Advisors - UBS Financial Services Inc. to help you secure your financial future.

Court Investment Services, located at 4695 Macarthur Court in Newport Beach, California, is a leading finance institution dedicated to serving attorneys and fiduciaries overseeing court-related investment accounts. As a fee-based firm operating in a fiduciary capacity, our goal is to provide unbiased, independent investment advice and tailored solutions for court investing. With a transparent annualized fee of 1.25 percent, we offer stable cash management investing, a process-driven client-service model, and a focus on fulfilling fiduciary duties efficiently and responsibly. We specialize in navigating the complexities of estates, special-needs trusts, settlement trusts, family trusts, conservatorships, guardianships, IRAs, 401(k)s, and more. By working with us, you can consolidate assets, receive prudent investment strategies, and ensure compliance with court directives and probate codes. Our experienced team is dedicated to providing value, satisfaction, and efficiency, whether you are located in California, New York, Washington, Florida, or anywhere in between.

Laynie Johnson is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 23 Corporate Plaza Drive in Newport Beach, California. With a focus on helping clients achieve their financial goals, Laynie provides personalized guidance and comprehensive financial planning services. Whether you are looking to save for retirement, invest for the future, or create a financial plan, Laynie Johnson is committed to helping you navigate the complexities of the financial world. Contact Laynie Johnson today to start planning for a secure financial future.

Sebastian D'Anna Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a reputation for excellence in wealth management, our team of experienced professionals provides personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our comprehensive range of services and expertise in the financial industry can help you achieve your financial goals. Trust in Sebastian D'Anna Wealth Management - UBS Financial Services Inc. to guide you towards a secure and prosperous financial future.

Kris De La Pena is a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Newport Beach, California. With a focus on providing personalized financial planning and investment solutions, Kris helps clients achieve their financial goals and secure their financial future. As a trusted advisor, Kris offers a wide range of services including retirement planning, investment management, estate planning, and risk management. With a commitment to excellence and a client-first approach, Kris De La Pena is dedicated to helping individuals and families navigate the complexities of personal finance and achieve financial success.

The Baumgardner Group and Partners - UBS Financial Services Inc. is a leading finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong focus on providing personalized financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our institution offers a wide range of services to meet your needs. Trust in The Baumgardner Group and Partners - UBS Financial Services Inc. for expert guidance and unparalleled support in managing your finances.

Robert P. Bob Allen - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. Specializing in providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, Robert P. Bob Allen - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial advice and guidance.

Cosgrove Wealth Management - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement planning, Cosgrove Wealth Management offers personalized solutions tailored to each client's unique needs. Trustworthy and professional, they are dedicated to helping individuals and families build and preserve their wealth for the long term.

Management One Property Management is a leading real estate agency located at 1451 Rimpau Avenue in Corona, California. As Southern California's #1 Property Management Company, we strive to provide top-notch services to our clients. With additional locations in Riverside and Newport Beach, our team is dedicated to managing properties with professionalism and efficiency. Our Riverside office can be reached at (951) 735-2000, while our Newport Beach office can be contacted at (949) 721-6608. We are committed to ensuring accessibility for all individuals, and our website meets W3C WAI's Web Content Accessibility Guidelines 2.0, Level A conformance. Any accessibility issues can be reported to support@mgtone.com. Trust Management One Property Management for all your property management needs.

TY Health Insurance Brokerage is a one-stop shop for all of your insurance needs, located in Newport Beach, California, United States. Specializing in health insurance, our agency offers services for large and small businesses, business owners, benefit administration, enrollment, COBRA, Medicare, and retirement planning. Our goal is to help business owners develop a solid foundation and health insurance strategy for success. We work with our clients to reduce costs, increase health and wellness company culture, and improve employee relations. With access to a network of over 1 million trusted hospitals, clinics, and doctors, we can customize a plan to meet the needs and budget of your employees and family. Whether you are looking for business health insurance in New York or seeking individual coverage, we are here to help. Our dedicated team of insurance agents will work closely with you to provide a customized insurance plan that meets your specific requirements and budget.

HCS - Healthcare Cost Solutions, Inc. is a leading healthcare cost management company located at 1200 Newport Center Drive in Newport Beach, California, United States. With a focus on providing innovative solutions to control and reduce healthcare costs for individuals and organizations, HCS offers a range of services including claims auditing, cost containment strategies, and network optimization. Their team of experienced professionals work tirelessly to help clients navigate the complex healthcare landscape and achieve significant savings without compromising on quality care. Trust HCS to be your partner in managing healthcare costs effectively and efficiently.

Blacksburg Law, located at 315 Noe Street, San Francisco, California, is a trusted institution specializing in estate planning and probate services. Their team of experienced lawyers works closely with clients to develop comprehensive plans for managing assets, responsibilities, and legacies. With a focus on efficiency, love, and grace, Blacksburg Law goes beyond basic document preparation to provide advice and support throughout the entire estate planning process. Whether you are creating a trust for the first time or making revisions to existing documents, their team is dedicated to helping you achieve your goals.

The Probate Attorneys of Werner Law Firm, located in Santa Barbara, California, have been assisting clients with probate matters for over four decades. Our dedicated legal team aims to make the probate process as easy and manageable as possible for our clients. We handle all aspects of probate, from filing the initial petition to settling disputes over the deceased's will. Our experienced attorneys work diligently to ensure that assets and debts are properly accounted for, and that the probate process is completed efficiently. Probate can be a complex and time-consuming process, but with the help of our skilled attorneys, we aim to simplify it for our clients. We understand the importance of guiding our clients through probate with care and compassion during what can be a difficult time. Whether you are a family member of the deceased or facing disputes over the estate, our team is here to help.

The Probate Lawyers of The Werner Law Firm, located at 445 South Figueroa Street in Los Angeles, California, are dedicated to making the probate process as simple and straightforward as possible. Their team of experienced lawyers specializes in estate planning and living trust law, helping families prepare for the future and navigate the complexities of inheritance. With multiple office locations across California, including Santa Clarita, Bakersfield, Newport Beach, and more, they offer award-winning probate services to clients in need. Whether you are looking to create an estate plan or need assistance with probate proceedings, The Werner Law Firm is here to help. Contact them today for a free consultation and start planning for your family's future.

OC Trial Group, APC is a trusted law firm located at 2901 West Coast Highway in Newport Beach, California. With a focus on providing personalized representation, our team of top-rated attorneys specializes in trust and estate litigation, trust administration, probate litigation, and more. Legal issues can be overwhelming, especially when they involve matters related to estates, trusts, probate, real property, business, elder abuse, or personal injury. Our experienced attorneys understand the complexities of these issues and are dedicated to helping individuals and businesses in Orange County navigate through them.

The Law Office of Melinda Gomez is a trusted legal institution located at 2901 West Coast Highway in Newport Beach, California. Specializing in various areas of law, including personal injury, family law, and estate planning, Attorney Melinda Gomez and her team are dedicated to providing exceptional legal representation and personalized service to clients throughout the United States. With a strong track record of success and a commitment to achieving the best possible outcomes for their clients, the Law Office of Melinda Gomez is a top choice for those in need of expert legal assistance. Contact them today to schedule a consultation and learn how they can help with your legal needs.

Bobby Waltman, Esq. is a reputable law firm located at 1000 Newport Center Drive in Newport Beach, California. Specializing in a wide range of legal services, Bobby Waltman, Esq. is dedicated to providing top-notch representation and personalized attention to each client. With a focus on delivering successful outcomes, this institution is known for its professionalism, expertise, and commitment to achieving justice for its clients. Contact Bobby Waltman, Esq. for all your legal needs in Newport Beach and beyond.

Hess-Verdon & Associates PLC is a reputable law firm located at 620 Newport Center Drive in Newport Beach, California, United States. Specializing in a wide range of legal services, their team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for their clients. Whether you are in need of estate planning, probate, trust administration, or litigation services, you can trust Hess-Verdon & Associates PLC to handle your legal matters with professionalism and expertise. Contact them today for a consultation and see how they can assist you with your legal needs.

Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.

Walker Law Corporation is a prestigious law firm located in Newport Beach, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on integrity, professionalism, and personalized attention, we strive to achieve the best possible outcomes for our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our team is here to help. Visit us at 120 Newport Center Drive to learn more about how we can assist you with your legal needs.

The Estate Lawyers is a reputable legal institution located at 1201 Dove Street in Newport Beach, California. Specializing in estate planning and probate law, our team of experienced attorneys is dedicated to providing personalized and comprehensive legal services to help clients protect their assets and ensure their wishes are carried out. With a focus on professionalism and integrity, The Estate Lawyers strive to deliver top-notch legal representation and guidance to individuals and families in the United States. Contact us today to schedule a consultation and learn more about how we can assist you with your estate planning needs.

The Law Offices of Anna C. Brace, located at 901 Dove Street in Newport Beach, California, is a reputable law firm specializing in a wide range of legal services. With a commitment to providing personalized and effective representation, Attorney Anna C. Brace and her team strive to achieve the best possible outcomes for their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, you can trust the experienced professionals at The Law Offices of Anna C. Brace to provide expert legal guidance and support. Contact them today to schedule a consultation and learn how they can help you with your legal needs.

Nathan Law Practice is a reputable law firm located at 2901 California 1, Newport Beach, California, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of legal representation for personal injury, family law, business law, or any other legal matter, Nathan Law Practice is here to help. Contact us today to schedule a consultation and let us assist you with your legal needs.

Parker Law is a reputable law firm located at 4121 Westerly Place in Newport Beach, California. Specializing in various areas of law, the dedicated team at Parker Law provides expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, Parker Law is a trusted resource for individuals seeking professional legal services in the United States.

The Law Offices of Barbara A. Fritz is a reputable law firm located at 369 San Miguel Drive in Newport Beach, California. Specializing in various areas of law, including family law, estate planning, and business law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. With a strong commitment to professionalism and integrity, we strive to achieve the best possible outcomes for our clients. Contact us today for expert legal representation.

First Class Counsel is a prestigious institution located at 4701 Von Karman Avenue in Newport Beach, California, United States. Specializing in providing compassionate and talented representation, we focus on creating custom-made estate plans tailored to your specific objectives. Our team takes the time to understand your unique needs and desires to maximize tax savings and avoid costly probate. As you navigate the decisions that come with aging and ensuring your family's financial security, our experienced attorneys are here to guide you. We offer quality, service-oriented representation in estate and tax planning, helping families effectively plan and protect their future. Whether you need assistance with estate planning or are facing probate, First Class Counsel is dedicated to serving you.

Max Alavi, Attorney at Law, APC is a top-rated estate planning and trust litigation law firm located at 2424 Southeast Bristol Street in Newport Beach, California. Our expert attorneys specialize in providing personalized legal services to help you secure your future and protect your assets. Whether you need assistance with creating a living trust to avoid probate, challenging a will or trust, or navigating estate administration as a trustee or executor, our experienced team of attorneys is here to provide you with the representation you deserve. We are dedicated to minimizing the time your loved ones spend in probate and maximizing the assets you leave to them.

The Morgan Law Group, located at 1500 Quail Street in Newport Beach, California, is a phenomenal estate planning law firm dedicated to providing support and guidance to clients. The team at Morgan Law Group is known for their clear and concise communication, thoughtful approach, and thorough legal planning services. They offer a range of services including estate planning, trust administration, probate assistance, special needs trust planning, and more. The team at Morgan Law Group is committed to helping clients protect their loved ones and assets through personalized, fixed-fee estate plans that are designed to keep up with life's changes.

Dayn Holstrom is a distinguished institution located at 1897 California Avenue, Corona, California, United States. Specializing in Family Law, Dayn A. Holstrom has over 30 years of experience and is recognized as an authority in the field. As the Managing Partner of Holstrom, Block & Parke, a Professional Law Corporation, he has built the firm into one of the top family law/probate/estate planning firms in Southern California. With 23 attorneys and over 50 support staff at seven locations, the firm provides exceptional legal services. Dayn is a certified Family Law Specialist by the State Bar of California Board of Legal Specialization and has received numerous accolades for his expertise. In addition to his legal practice, Dayn is actively involved in the community and sits on the Board of Trustees for Olive Crest. The institution offers services in areas such as Divorce, Child Custody, Child Support, High Asset Divorce, Family Law Mediation & Collaborative Divorce, Domestic Violence, Estate Planning & Probate, Wills & Trusts, and Appellate Law. With locations in Corona, Newport Beach, Temecula Valley, Riverside, San Diego, Vista, and Los Angeles, Dayn Holstrom is committed to providing high-quality legal representation to clients across Southern California.