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About Us
We Settle Trusts
We work with the best CPAs, attorneys, advisors and brokers in the trust administration field. If you have been asked to serve as a trustee and would like to save time, money and stress, give us a call.
We Save Our Clients Time and Money
Did you know most trusts allow trustees to hire a trust accounting specialist to help them settle a trust? You don't have to go it alone, and the trust or estate will usually cover the fees. We do everything possible to save our clients time and money. We never accept commissions or referral fees for any services we recommend. Did you know that under certain circumstances, and appraisal or an expensive trust accountiing may not be necessary?
Our Goal Is To Make Your Job Easier
Call us today and we can get started handling all of the paperwork for you. We can prepare beautiful trust accounting reports and complete all required tax filings, and so much more. We can help close accounts, find hidden assets, and make distributions. We will coordinate with your attorney and advisors to make sure everything runs smoothly.
Contact Us
Call or Email us. We Are Nice!
Three offices to serve you. (And we validate!) -
100 Wilshire Blvd., Suite 700, Santa Monica, CA
2901 West Coast Hwy., Suite 200, Newport Beach, CA
3900 Market St., Suite 240, Riverside, CA- Corporate Office
Coast Trusted Professionals- LA Office
100 Wilshire Boulevard, Santa Monica, California 90401
Hours
Open today | 09:00 am – 05:00 pm |
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