I am a Licensed Private Professional Fiduciary (License No. 1369) through the California Department of Consumer Affairs, Professional Fiduciaries Bureau, and a graduate of San Diego State University. I am also a licensed Real Estate Broker with 14 years of experience managing and selling properties involved in probate and trust administration. I hold the designation of Certified Probate Real Estate Specialist and focus on fiduciary management, including trust and estate administration, probate litigation support, asset investigation and recovery, personal financial planning, wealth management, and advanced applications of life insurance.
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Through URBAN PROBATE GROUP, a California and nationally licensed Professional Fiduciary firm, we provide comprehensive estate management and trustee support, helping clients navigate the complex legal and financial responsibilities involved in settling estates. From probate real estate sales to trust administration and asset distribution, our team offers expert guidance, personalized service, and transparent communication to ensure a smooth, efficient, and compliant fiduciary process for families and beneficiaries.
Current fee schedule.