Welcome to Central Coast Estate Administration

Guiding you through life's transitions with trust, integrity, and personalized care. Proudly serving the Central Coast community.

Trustee Services

At Central Coast Estate Administration, we provide trusted, professional trustee services to ensure your wishes are carried out with care, precision, and transparency. As a neutral third party, we help manage and distribute trust assets according to the terms of your trust document, while protecting the interests of all beneficiaries.

Our responsibilities as trustee include:

  • Administering Trust Assets – We manage investments, real estate, and financial accounts in accordance with your trust’s provisions and California law.

  • Communication with Beneficiaries – We provide regular updates and ensure timely distributions, promoting trust and clarity for all parties involved.

  • Recordkeeping and Accounting – We maintain clear records and prepare required accountings so that every transaction is properly documented and traceable.

  • Legal and Tax Compliance – We coordinate with attorneys, CPAs, and financial advisors to ensure the trust remains in full compliance with probate and tax laws.

Whether you need a successor trustee or an immediate replacement for a removed or incapacitated trustee, our team is ready to serve with integrity and experience. Let us handle the administrative burdens so you and your loved ones can focus on peace of mind.

Conservatorship Services

At Central Coast Estate Administration, we serve as court-appointed conservators with integrity, compassion, and professionalism. Whether appointed to manage a person’s daily needs (conservator of the person), their financial affairs (conservator of the estate), or both, we provide dependable support and thoughtful decision-making on behalf of vulnerable individuals who can no longer care for themselves.

We specialize in:

  • Managing financial affairs including budgeting, bill payment, asset management, and recordkeeping

  • Coordinating healthcare and housing to ensure the conservatee receives proper medical care and a safe living environment

  • Fulfilling all court reporting requirements, including inventory, accountings, and annual status reports

  • Acting in the best interest of the conservatee while respecting their rights and dignity

With deep knowledge of the California Probate Code and extensive experience working with families and attorneys throughout San Luis Obispo County, we offer trusted conservatorship services to help protect those who need it most.

Executor Services

At Central Coast Estate Administration, I offer trusted and impartial executor services to help families navigate the legal and financial responsibilities that come with settling an estate. As a licensed fiduciary, my role is to ensure the decedent’s wishes, as outlined in their will, are honored with professionalism and transparency.

The executor of an estate is responsible for managing the probate process from start to finish. This includes locating and safeguarding assets, paying valid debts and taxes, and distributing property to beneficiaries in accordance with the will.

My responsibilities as an executor may include:

  • Filing the will with the probate court

  • Notifying heirs, beneficiaries, and creditors

  • Identifying, securing, and managing estate assets

  • Paying outstanding debts, expenses, and taxes

  • Coordinating with attorneys, CPAs, and financial institutions

  • Keeping accurate records and providing an accounting

  • Distributing assets to beneficiaries

  • Closing the estate with the court

Power of Attorney (POA)

At Central Coast Estate Administration, we serve as professional fiduciaries, ready to act as your appointed agent under a Power of Attorney (POA).

A Power of Attorney allows you to name someone you trust to manage your financial, legal, or healthcare matters if you are unable to do so yourself. In California, appointing a licensed, neutral fiduciary helps ensure your affairs are handled professionally and according to your wishes.

  • Manage financial accounts and transactions

  • Oversee property and real estate matters

  • Coordinate healthcare decisions (through Advance Health Care Directives)

By choosing Central Coast Estate Administration as your fiduciary, you gain peace of mind knowing that a trained, licensed professional will manage your affairs responsibly and in your best interest.

About our company

At Central Coast Estate Administration, our mission is to provide trusted, compassionate, and professional fiduciary services to families and individuals across the Central Coast of California.

With a background in Business Administration and hands-on experience working alongside a seasoned estate planning attorney, I bring both practical knowledge and a deep respect for the responsibilities involved in estate, trust, and conservatorship matters.

Whether serving as a trustee, executor, or power of attorney, I approach every case with integrity, transparency, and a client-first mindset—ensuring your loved ones and legacy are cared for with the utmost respect.

Contact Us

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