TOP 30 Best Trustee duties in California

NoWorriesBankruptcy.com is a reputable law firm specializing in bankruptcy cases, located at 151 Callan Avenue in San Leandro, California. Our team of experienced attorneys is dedicated to helping individuals navigate the complexities of bankruptcy law with ease and confidence. Whether you are facing overwhelming debt or financial hardship, our experts are here to provide you with personalized legal guidance and support. Trust NoWorriesBankruptcy.com to help you achieve a fresh financial start and a brighter 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.

Cappelloni Law PC is a trusted institution located in San Francisco, California, specializing in estate planning, probate, and trust administration. Attorneys Lauren Cappelloni and Karly Schlinkert bring over 24 years of combined experience to the table, along with a team of experienced paralegals. They provide a thoughtful and understanding approach to help clients feel at ease during the legal process. Founded in 2018, Cappelloni Law PC values long-term relationships with clients and embraces diversity in their estate planning services. They offer guidance to Executors, Administrators, and Trustees to ensure successful probate proceedings and proper estate administration.

siness and estate planning needs, ensuring that their wishes are carried out and their assets are protected. The team at Shoup Legal is known for their professionalism, expertise, and attentiveness, making them the top choice for legal services in the Murrieta and Temecula Valley area. Whether you need help with estate planning, trust administration, probate, or business law, Shoup Legal is dedicated to providing you with the highest level of personalized service. Visit their office at 39755 Date Street in Murrieta, California to experience their exceptional legal services firsthand.

Fraley & Fraley PC Sacramento Bankruptcy Attorneys is a reputable law firm specializing in bankruptcy cases in Sacramento, California. Located at 1401 El Camino Avenue, their team of experienced attorneys provides expert legal advice and representation for individuals and businesses facing financial difficulties. With a strong focus on finance and bankruptcy law, Fraley & Fraley PC is dedicated to helping clients navigate the complexities of the bankruptcy process and achieve the best possible outcome for their financial situation. Whether you are considering filing for bankruptcy or need assistance with debt relief options, the skilled lawyers at Fraley & Fraley PC are here to guide you through every step of the process.

AmeriEstate Legal Plan, located at 3525 Hyland Avenue in Costa Mesa, California, is a finance and legal institution specializing in estate planning and asset protection services. With over 45,000 clients served since 1998, AmeriEstate offers professional, easy, and affordable solutions for individuals, parents, professionals, and business owners looking to preserve and grow their assets over multiple generations. AmeriEstate stands out with its personalized process, approachable customer service, knowledgeable attorneys, and at-home delivery by specially trained notaries. The institution offers various products to address capital gain mitigation, such as deferred sales trusts and charitable trusts.

Huber Fox, P.C. is a trusted institution located at 655 University Avenue in Sacramento, California. Specializing in trust and estate law, our team of experienced attorneys provides expert advice, guidance, and representation for all aspects of estates and trusts. Whether you need assistance with estate planning, probate, trust administration, or fighting for your loved one's final wishes, Huber Fox is here to help. We work with trustees, executors, beneficiaries, and individuals/couples looking to establish an estate plan. Our comprehensive approach ensures that we can handle any challenge that may arise. Trust Huber Fox to pursue justice, protect final wishes, and provide exceptional legal services. Contact us today to see how we can assist you with your estate and trust needs.

The Turoci Bankruptcy Firm is a renowned finance and legal institution located at 3845 Tenth Street in Riverside, California, United States. Specializing in bankruptcy law, our expert team of lawyers is dedicated to providing top-notch legal services to individuals and businesses facing financial difficulties. With years of experience and a strong track record of success, we are committed to helping our clients navigate the complexities of bankruptcy proceedings and achieve the best possible outcomes. Whether you are considering filing for bankruptcy or need assistance with debt relief options, The Turoci Bankruptcy Firm is here to help. Contact us today to schedule a consultation with one of our knowledgeable attorneys.

Kosbie Trust & Fiduciary Services is a professional fiduciary institution located at 9048 Brooks Road South, Windsor, California, United States. Specializing in providing fiduciary services in the Greater Bay Area, including Marin and Sonoma County, our team is dedicated to protecting the assets, interests, and dignity of every client we serve. As a trusted fiduciary in Santa Rosa, we assist families and individuals in implementing their long-term plans when they are no longer able to do so themselves. Whether serving as trustees for parents and grandparents without available family members, managing Special Needs Trusts for disabled family members, or providing other fiduciary services, we are committed to helping our clients navigate complex financial and legal matters with compassion and integrity.

Paladin Fiduciary Services LLC is a reputable finance institution located at 6570 Oakmont Drive in Santa Rosa, California, United States. With a strong emphasis on trust and integrity, Paladin Fiduciary Services LLC provides a wide range of fiduciary and financial services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you need assistance with estate planning, investment management, or trust administration, Paladin Fiduciary Services LLC is committed to providing personalized solutions tailored to your specific needs. Trust in Paladin Fiduciary Services LLC for all your financial needs.

The Law Offices of Sue C. Swisher, located at 20955 Pathfinder Road in Diamond Bar, California, offers expert legal services in the areas of probate and estate planning. Serving clients in Pomona, West Covina, La Puente, Chino, La Habra, Fullerton, Anaheim, Santa Ana, Norwalk, La Mirada, Santa Fe Springs, Whittier, Los Angeles County, Orange County, and San Bernardino County, the firm specializes in handling all matters related to decedent's estates. With a focus on inheritance and distribution of assets after death, the team at Sue C. Swisher provides guidance to administrators/executors, trustees, surviving spouses, and others involved in the probate process. Free consultations are available to discuss estate planning needs, with recommendations for living trusts, wills, powers of attorney, and other methods to avoid probate and save time and money for heirs. A living trust offers the advantage of avoiding court involvement, allowing the settlor to maintain control of assets during their lifetime and ensuring distribution according to their specific instructions upon passing. While wills may be necessary in certain cases, the firm explains the differences between wills and trusts to help clients make informed decisions.

Located in Carlsbad, California, the Koza Law Group, APC is a trusted institution specializing in estate planning and business law. With a focus on putting the client's needs first, their team of experienced lawyers are dedicated to providing comprehensive plans for estate planning clients and guidance for business clientele. Whether you are a small business owner or a large corporation, Koza Law Group is there to assist you every step of the way. Estate planning services offered by Koza Law Group are designed to protect you, your loved ones, and your assets, both today and in the future. From navigating the probate process to fulfilling trustee duties, their team is well-equipped to handle any legal challenges that may arise. Whether you require assistance with simple probate or full probate, Koza Law Group is committed to providing cost-effective and efficient solutions to meet your needs. Trust in Koza Law Group for all your estate planning and business law needs.

Naima B. Solomon, Esq. is a reputable lawyer located at 910 Hale Place in Chula Vista, California. Ms. Solomon specializes in representing personal representatives, executors, trustees, heirs, and beneficiaries in various cases related to probate, trust, and estate administration. She also handles petitions for special administration, spousal property petitions, and guardianship proceedings. Clients appreciate Ms. Solomon's expertise and dedication to providing top-notch legal representation. Contact Naima B. Solomon, Esq. today to learn more about her services and why clients love working with her.

Probate Legal Solutions is a trusted institution located at 500 La Terraza Boulevard in Escondido, California, United States. Specializing in probate law, their team of experienced attorneys provides expert guidance and support to clients navigating the complex legal process of estate administration. Whether you are a beneficiary, executor, or trustee, Probate Legal Solutions offers personalized solutions to help you efficiently settle the affairs of a deceased loved one. With a commitment to professionalism and client satisfaction, Probate Legal Solutions is the go-to firm for all your probate needs.

Cho Law Firm is a reputable institution located at 4 Park Plaza in Irvine, California, United States. As a dedicated team of lawyers, we specialize in providing personalized estate planning services to address the unique needs of your family. Our expertise includes wills, trusts, powers of attorney, tax planning, and advanced techniques to ensure the protection of your assets. We understand the emotional and financial impact of death on families and loved ones, and we are here to guide you through your fiduciary duties as successor trustees. Whether you are starting a new business or already operating one, we can assist you with the legal questions and decisions that will impact the security of your assets.

Huber Fox, P.C. is a trusted law firm located in Walnut Creek, California, specializing in trust and estate law. With a team of experienced attorneys, they provide exceptional advice, guidance, and representation for all aspects of estates and trusts. Whether you need help with estate planning, probate, trust administration, or fighting for your loved one's final wishes, Huber Fox is here to help. They work with trustees, executors, beneficiaries, and individuals or couples looking to establish an estate plan. With a full-service approach to estates and trusts, they have the knowledge and experience to handle any situation. Clients praise Huber Fox for their professionalism, attention to detail, and dedication to achieving justice. Whether you need help setting up a trust, navigating the probate court process, or resolving a legal dispute, Huber Fox, P.C. is the firm to trust. Contact them today to see how they can assist you with your estate and trust needs.

Bellator Law Group is a trusted institution located in San Diego, California, specializing in estate planning, probate, trust administration, and more. Our dedicated team understands that each client is unique, with individual needs and desires. When you work with us, your goals become our goals, and your success becomes our success. We prioritize our clients above all else. We offer a wide range of services, including creating wills to ensure your final wishes are followed, establishing trusts to distribute assets according to your desires, and appointing someone to make important decisions on your behalf when you are unable to do so. Our experienced team also provides guidance through the probate administration process and helps trustees understand their duties to avoid legal issues with beneficiaries.

Mayo & Mayo Law Firm is a California-based institution with offices in Los Angeles and the San Francisco Bay Area. Specializing in California Real Estate, Probate, and Trust Law, our experienced lawyers provide free telephone consultations to clients. With a reasonable flat fee structure for estate planning to avoid probate, we aim to help clients navigate the complex legal processes involved in estate administration. Whether you need assistance with probate estate administration, trust administration, or real estate transactions, our team is here to help. We can guide you through the process of setting up a trust to avoid probate fees and ensure a smooth distribution of assets to beneficiaries. Additionally, we offer legal advice on real estate purchases, sales, leases, and disclosures.

Robertson Law Group is a full-service trusts and estates law firm located at 458 McBean Park Drive in Lincoln, California. Serving clients throughout Northern California, our team is dedicated to providing exceptional legal services with a focus on ethics, professionalism, and customer service. Situated in the beautiful community of Lincoln, nestled along the foothills of Western Placer County, we are committed to helping our clients navigate the complexities of estate planning and trust administration. Trust Robertson Law Group to provide you with expert legal guidance and personalized attention for all your legal needs.

Prudent Fiduciary Services is a trusted institution located on Barranca Street in West Covina, California, United States. We specialize in providing expert fiduciary services to individuals and families, ensuring that their financial affairs are managed with care and integrity. Our team of experienced professionals is dedicated to upholding the highest standards of trust and accountability, offering personalized solutions tailored to meet the unique needs of each client. Whether you require assistance with estate planning, trust administration, or investment management, Prudent Fiduciary Services is committed to helping you achieve your financial goals with confidence and peace of mind. Contact us today to learn more about how we can assist you in safeguarding your assets and securing your financial future.

AMJ Probate & Fiduciary Services is a trusted institution located at 7740 Painter Avenue in Whittier, California. We specialize in providing expert guidance and assistance in probate matters, estate planning, and fiduciary services. Our team of experienced professionals is dedicated to helping our clients navigate the complex legal processes involved in managing estates and ensuring their wishes are carried out. Whether you need assistance with probate administration, trust administration, or estate planning, AMJ Probate & Fiduciary Services is here to provide personalized and reliable support. Contact us today to learn more about how we can assist you with your probate and fiduciary needs.

Albertson & Davidson, LLP is a highly respected law firm located at 400 Continental Boulevard in El Segundo, California. Specializing in estate planning, trust administration, and probate litigation, their team of experienced lawyers provides expert legal services to clients throughout the United States. With a strong commitment to helping individuals and families navigate complex legal matters, Albertson & Davidson, LLP is dedicated to achieving the best possible outcomes for their clients. Trustworthy, reliable, and knowledgeable, this firm is a top choice for those seeking professional legal representation.

Sprinz Fred is a reputable finance institution located at 21 West Alisal Street in Salinas, California, United States. With years of experience in the financial industry, Sprinz Fred offers a wide range of services including investment management, financial planning, and wealth management. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Sprinz Fred is committed to providing personalized solutions tailored to your individual needs. Visit them today to see how they can help you reach your financial objectives.

The Law Firm of Kavesh, Minor & Otis is a well-established estate planning law firm located in Orange, California. With almost 40 years of experience, our team has assisted over 25,000 clients in creating comprehensive estate plans to protect their loved ones. We have also administered over 4,000 plans after clients have passed, ensuring their wishes are carried out smoothly. Conveniently located inside City Tower at 333 City Boulevard West, our Orange offices are easily accessible for clients in the Anaheim area. We offer trusted guidance and expertise in estate planning and trust administration. Ample parking, including disabled access spaces, is available in the nearby structure for our clients' convenience.

Fagen Friedman & Fulfrost LLP is a prestigious law firm located at 4160 Temescal Canyon Road in Corona, California. Specializing in education law, the firm provides expert legal services to school districts, educational agencies, and other educational institutions across the United States. With a team of highly skilled attorneys, Fagen Friedman & Fulfrost LLP is committed to delivering top-notch legal representation and strategic counsel to help clients navigate complex legal issues in the education sector. Trustworthy, reliable, and dedicated, this firm is a trusted partner for all your education law needs.

David Stern CFO is a reputable finance institution located at 2111 San Pablo Avenue in Berkeley, California, United States. As a leading provider of financial services, David Stern CFO offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals, they specialize in financial planning, budgeting, risk management, and investment strategies. Whether you are an individual or a business in need of financial advice, David Stern CFO is dedicated to providing personalized and reliable services to meet your specific needs.

The ACE Fiduciary Group is a leading finance institution located at 101 Gregory Lane in Pleasant Hill, California, United States. We specialize in providing expert fiduciary services to our clients, helping them manage their finances and assets with precision and care. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to meet the unique needs of each individual or organization we serve. Trust The ACE Fiduciary Group to safeguard your financial future and provide sound advice every step of the way.

Central Coast Trust, located at 755 Santa Rosa Street in San Luis Obispo, California, is dedicated to helping individuals and families reach their financial goals through specialized services in trusts and estates. With over 30 years of experience, our team of professionals can assist with trust administration, estate settlement, and complex asset management. As a fiduciary, we hold ourselves to the highest ethical and legal standards to ensure your intentions are honored as outlined in your trust or estate documents. Whether you are looking to establish a trust, appoint a trustee, or need assistance with estate administration, Central Coast Trust is here to partner with you every step of the way. Our goal is to provide personalized services that cater to your unique needs and objectives. We understand the importance of creating a legacy for future generations and can help you navigate the complexities of trusts and foundations.

Clay Northam Wealth Management is a leading financial institution located at 6700 Pacific Coast Highway in Long Beach, California, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized investment strategies and comprehensive financial planning, we strive to provide our clients with the knowledge and tools they need to make informed decisions about their finances. Trust Clay Northam Wealth Management to guide you towards financial success and peace of mind.

Prudent Investors is a finance institution located at 22932 El Toro Road in Lake Forest, California, United States. With over three decades of experience, we specialize in providing financial planning and consulting services for individuals and fiduciaries. Our team helps clients make informed investment decisions to shape their futures and protect their legacies. We offer expertise in the Uniform Prudent Investor Act (UPIA) and provide specific standards and guidelines for managing investments within a trust. Our services also cater to trustees, guardians, and conservators, helping them excel in their roles as fiduciaries. As an independent, fee-only advisor, we create personalized strategies based on each client's financial goals.