California's most trusted fiduciary

Probate, trust administration, conservatorship, and court-ready accountings — handled with the depth, communication, and care that complex matters require.

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Trusted by attorneys across California

How we can help

California Probate Group, LLC. is a statewide fiduciary practice serving attorneys, families, and California courts. We personally handle trust administration, probate matters, conservatorships, special needs trusts, and court-ready accountings with the care and attention to detail each matter deserves. Trusted by attorneys across California.

Fiduciary Services

Licensed professional fiduciaries handling the matters California families and attorneys can't afford to get wrong. Our partners are personally engaged in every case.

01
Successor and backup trustee appointments
02
Trust administration, probate, and executor services
03
Conservatorships and special needs trusts
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Fiduciary Accounting

Court-ready accountings prepared by a fiduciary-led practice. Because we work directly with cases like these, we know what courts, attorneys, and beneficiaries actually need.

01
Probate, trust, and conservatorship accountings
02
Special needs trust accountings
03
Contested matters and court-ready filings
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Whatever the situation, the next step is the same

A conversation that gets you to the right answer.

Naming a successor trustee

Secure professional, dependable oversight for your estate plan. Designate our firm to ensure your legacy is honored and executed with care, objectivity, and exact attention to your wishes.

Administering complex assets

Professional oversight for estates concentrated in operating businesses, commercial real estate portfolios, or unique assets requiring specialized, strategic management and careful transition.

Settling an estate after loss

Relieving the administrative weight of probate and trust execution during difficult times. We carefully manage assets, address obligations, and ensure a seamless, fully compliant distribution to your beneficiaries.

Resolving gridlocked estates

Navigating difficult family dynamics and minimizing administrative delays. We step into stalled or contested estates as an objective, court-appointed neutral to restore clarity and guide the process smoothly toward resolution.

Protecting vulnerable adults

Thoughtful intervention and dedicated ongoing care. We establish conservatorships to safeguard exposed assets and ensure a secure, supportive, and dignified environment for individuals experiencing a loss of capacity.

Transitioning fiduciary duties

Providing a seamless handoff for current fiduciaries who are ready to step down. We gracefully assume the administrative responsibilities, review the historical records, and faithfully execute the remaining duties of the estate.
Meet the partners

The parners
behind every case

Our Story

Martin Lejnieks

California Licensed Professional Fiduciary (cc 974, Ml 999)
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Caitlin Cogan

California Licensed Professional Fiduciary (cc 974, Ml 999)
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18+

Years of fiduciary practice

58

Counties served across California

124+

Referring attorneys statewide

From our practice

View all
Article

Naming a Successor Trustee in California

What to consider when choosing — and why so many families name a professional
Read more
Event

PFAC Annual Conference

March 26, 2026
PFAC Conference, Monterey
Details
Article

Special Needs Trusts Explained

How they work, what they protect, and the role a fiduciary plays
Read more

Whether you're referring a case or facing one — we're here.

Refer a CaseGet in Touch