FAQs
San Diego Estate and Trust Services, LLC is a California limited liability company that provides consulting and coordination services related to the disposition of real assets, including real estate, business equipment, vehicles, and other tangible personal property. We assist families, trustees, fiduciaries, and estate professionals with logistics, vendor coordination, sales strategy, and execution planning for estate-related and trust-owned property. We coordinate every detail to maximize value and reduce stress for families and fiduciaries.
San Diego Estate and Trust Services, LLC is not a law firm, accounting firm, or licensed fiduciary. We do not provide legal advice, prepare legal documents, act as a fiduciary, or offer tax guidance. Any information provided by our company is general in nature and not intended to constitute legal, tax, or financial advice. Clients are encouraged to consult with their own licensed attorney, CPA, or fiduciary representative regarding estate, trust, and tax matters.
When required, San Diego Estate and Trust Services, LLC engages or refers to third-party service providers who hold appropriate professional licenses (e.g. appraisers, auctioneers, estate liquidators). Our main focus and specialty is the disposition of real and tangible assets. Any regulated activities will be performed by or in partnership with duly licensed professionals under California law.
In essence, this is the cornerstone of our value add proposition and the reason why our clients choose to do business with us. We work with trusted contractors to clean, repair, stage, and enhance the value of real estate and tangible property before it goes to the retail markets. We handle as much or as little as you need and in some cases can even help finance the projects free of charge.
We assist with the sale or disposition of all real and tangible assets such as personal property, vehicles, business assets, and more. If it holds a title or it has a physical component we are more than likely the right source to maximize value by preparing it for retail sale to an end user.
We provide both informal and certified valuations for real estate, vehicles, business interests, and household contents. These can be useful for estate tax purposes, fair distribution, and sales strategy. In the case that a certified valuation is needed for a regulated asset class we will hire the appropriate professionals from our trusted network of providers.
Our goal is to detangle the common issues that estate professionals experience when it comes to the sale of physical assets. We frequently work alongside estate attorneys, fiduciaries, and family trustees to execute the real asset components of their management duties.
We understand that we are typically coming into sensitive transitions and are not strangers to navigating complex emotional enviroments. We offer professional, compassionate support and can recommend trusted family counselors or mediators when appropriate.
As a part of our value add proposition we offer strategies that defer costs until the property is sold, handled through escrow. Each situation is unique and therefore evaluated individually, please inquire for more.
Our compensation depends on the service - typically through brokerage fees, referral fees, flat-rate project management, or agreed-upon consulting retainers. Everything is disclosed and approved before we begin.
We would be happy to start with a free, no-obligation consultation. We’ll assess your needs and provide a clear plan for moving forward.
As a proud San Diego based company we are based locally out of Pacific Beach and serve all of San Diego County. Although we look forward to the future and perhaps expanding out of our immediate area, we are hyper focused on improving our community at large and having a local impact through one family at a time.