About Us
About Us
Welcome to The Probate Firm, protect what took a lifetime to build with The Probate Firm, where we blend extensive experience with a genuine passion for helping families navigate the complexities of trust and estate management. With over 15 years of dedicated service in the fiduciary field, we bring a unique perspective and deep understanding of trusts and estates, informed by our work with families from diverse cultural backgrounds.
The Probate Firm is a LA-based private professional fiduciary firm specializing in California Probate matters. We have been court-appointed to serve in Trust & Estate matters across Los Angeles County, Orange County, and Riverside County since 2010. With 15 years of Probate Paralegal experience and a background as a Corporate Senior Fiduciary Specialist for a large Private Bank highlights our expertise in proactively administering complex trust and estate accounts, mitigating risks, and meeting the nuanced needs of high and ultra-high-net-worth clients. Implementing principled performance, we have managed trust and estate assets for some of Southern California’s most successful families and individuals.
At The Probate Firm, we offer a comprehensive range of fiduciary and trust services designed to support families across generations and economic transitions. Our services include:
- Personal Representative
- Trustee
- Conservator
- Nominations
- Agent For Trustee
- Power of Attorney
- Ad Hoc
We interface and have relationships with a a variety of industry professionals such as senior-level trust-related professionals, including attorneys, CPAs, tax specialists, and other professionals, to help us provide an exceptional client experience. At The Probate Firm, trust is not just given – it’s earned through dedicated service and unwavering commitment to our clients’ wishes and needs.
Experience counts
Expertise
integrity
trust
We are here to serve you

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Founder / Fiduciary

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Operations
