Specialized Successor Trustee Support Across Southern California Since 2000.
High-equity estates, entertainment industry assets, and multi-generational family wealth across the Valley.
Historic real estate settlement in Rossmoyne and Verdugo Woodlands. Step-up in basis documentation for Spanish Colonial and mid-century estates.
Entertainment industry residuals, royalties, and IP rights. Managing Disney, Warner Bros, and Universal employee estates.
Historic Craftsman homes in Bungalow Heaven and Oak Knoll. Specialized appraisals for architectural significance.
International asset coordination for Santa Anita Oaks families. Multi-jurisdictional business interests and global holdings.
Royal Oaks and Amestoy Estates high-equity valuations. Executive-class fiduciary support south of Ventura Boulevard.
Chandler Estates and Longridge luxury settlements. Sophisticated beneficiary management and formal accountings.
Warner Center business succession and Walnut Acres estate settlement. Commercial real estate transitions.
The Oaks and Hidden Hills luxury asset coordination. Privacy-focused settlements for high-profile families.
Melody Acres and South of the Boulevard estates. Business owner succession and family wealth preservation.
Porter Ranch and CSUN faculty estates. Academic retirement portfolios and multi-generational property transfers.
High-net-worth portfolios, tech equity, and coastal property tax defense across LA's most prestigious neighborhoods.
Bel Air, Hollywood Hills, and Hancock Park estates. Direct Stanley Mosk Courthouse coordination for Dept 5/11 probate matters.
Privacy-focused 90210 settlements. Trousdale Estates and The Flats high-net-worth portfolio management. Federal estate tax planning.
Silicon Beach tech equity (RSUs, ISOs, stock options). North of Montana coastal property tax defense.
Wealth preservation at the Anacapa Division courthouse. Specialized winery, ranch, and coastal estate succession.
Coastal wealth preservation filed at the Anacapa Division. Hope Ranch and Riviera estate settlement.
Ultra-high-net-worth privacy trusts. Celebrity estate management and confidential asset distribution.
UCSB faculty legacies and tech startup equity. "The Good Land" family wealth preservation.
Winery succession and agricultural ranch transfers. Los Olivos, Solvang, and Buellton estate coordination.
Equestrian estate succession and oceanfront property transfers. Private community wealth preservation.
Beachfront property and agricultural estate coordination. Avocado ranch and coastal home transfers.
Each courthouse has different procedures and timelines. Know your court before you file.
Stanley Mosk (LA) vs Anacapa Division (SB): Filing procedures, timelines, and hearing schedules compared side-by-side.
Complete 2025 checklist of trustee duties, deadlines, and filing requirements for California trust administration.
Critical deadline: Notify beneficiaries within 60 days or face personal liability. Form templates and instructions.
Special rules for transferring agricultural land under Williamson Act contracts in Santa Barbara County.
Start with our 72-hour orientation guide covering critical first steps, document checklists, and immediate deadlines.
Read the Successor Trustee Orientation Guide →For detailed information on 16061.7 notices, Prop 19 deadlines, and trustee duties, visit our main guide.
View Trust Administration Pillar Page →
450 N Brand Blvd, Suite 600
Glendale, CA 91203
Phone: (818) 291-6217
Hours: Monday - Friday, 9:00 AM - 5:00 PM
Centrally located in Glendale, we serve successor trustees throughout Los Angeles County and Santa Barbara County. All LA County trust and probate matters are filed at Stanley Mosk Courthouse in Downtown LA.
We guide successor trustees throughout Los Angeles and Santa Barbara Counties. All LA County trust matters requiring court supervision are filed at Stanley Mosk Courthouse.
450 N Brand Blvd, Suite 600
Glendale, CA 91203
111 N Hill St
Los Angeles, CA 90012
Every estate is unique. Whether you're settling a $500K trust or a $15M+ portfolio, we provide the same meticulous fiduciary guidance.
Call (818) 291-6217 for Free ConsultationState Bar #208356 | Serving Southern California Since 2000