Fiduciary & Estate Management · San Diego, California
Experience you can depend on
You've spent a lifetime accumulating your assets — which is why selecting someone to manage them when you are no longer able is such an important decision. That choice will not only impact your heirs in the event of your death, but will also impact you if it becomes necessary for your Successor Trustee to manage your affairs should you become impaired.
With extensive experience in the administration of guardianship, conservatorship, probate, and trust matters, you can have confidence knowing that your financial and personal affairs will be managed with integrity, accountability, and the highest level of trustworthiness. Every decision made on your behalf will be approached with care, transparency, and accountability, with a focus on your individual circumstances, desires, and best interests.
Our strong connections with attorneys, CPAs, financial advisors, and real estate experts enable us to offer comprehensive management of both commercial and residential properties, as well as business interests and securities. We pride ourselves on our outstanding reputation for delivering top-notch professional services, particularly in navigating complex situations with skill and expertise.
As experienced Professional Fiduciaries, we are well qualified to provide a broad range of estate administration services. Depending on the circumstances, our appointments may include trusteeships, conservatorships, guardianships and probate estates.
Testimonial
"While we routinely represent several dozen California Licensed Professional Fiduciaries at any given time, we have represented Kriebel Laurvick & Associates more than any other Fiduciaries because they are among the most well-respected Fiduciaries in San Diego. This respect stems from their incredible responsiveness, decades of experience, active roles in the community, and real care for their clients."
Gregory Borawski, Esq.
Brierton, Jones & Jones, LLP
Our Services
Following are just some of the roles we are qualified to assume. Select any service to learn more about the responsibilities involved.