Professional Fiduciary Services in California
The Definitive Fiduciary Partner for California’s Probate Litigators.
We execute complex administrations, deliver statutory accountings, and establish immediate neutral control in high-conflict estates. We absorb the operational and financial friction so you can focus entirely on the overarching legal strategy.
Operational Execution Aligned with Your Legal Strategy.
Probate litigation stalls when financial execution lags behind legal strategy. When you petition the court for a neutral fiduciary, your credibility with the bench and your client is leveraged. You require a fiduciary who acts decisively and delivers bulletproof, statutory work.
We are intimately familiar with the strict formatting requirements of the California Probate Code, the allocation mandates of the Uniform Principal and Income Act (UPIA), and the aggressive timelines required in contested administrations. We handle the intense financial and administrative heavy lifting, ensuring your legal strategy is mirrored perfectly in the financial execution.
Our Capabilities at a Glance
Trust Administration
Successor Trustee or Agent for Trustee.
Probate Administration
Executor, Administrator with Will Annexed, or Administrator.
Conservatorship
Conservator of the Estate and/or Person.
Fiduciary Accounting
Trust, probate and conservertorship accountings.
Special Needs Trusts
Administration prioritizing the strict preservation of public benefits.
Mitigating Administrative Liability.
Defensible, Court-Format Accounting
We do not deliver unverified spreadsheets. Our internal accounting department produces formal, perfectly reconciled schedules (Receipts, Disbursements, Gains/Losses, Property on Hand) formatted exactly to local California court rules. We preempt examiner notes and eliminate procedural delays.
Hostility De-escalation & Neutrality
In contested estates, a professional fiduciary can provide the neutrality and structure needed to keep administration moving forward. We make decisions according to the trust instrument and applicable law, helping reduce conflict, create clarity for beneficiaries, and protect the integrity of the process.
Financial Reconstruction
We routinely take over mid-administration failures. Whether the file is plagued by commingled funds, phantom distributions, or decades of missing records, we reconstruct fractured financial histories into balanced, legally defensible accountings.
Operational Velocity
Probate attorneys operate on strict judicial deadlines. We provide proactive, transparent reporting to your office and act as the administrative buffer between you and demanding beneficiaries, allowing your firm to operate with maximum efficiency.
When to Bring Us In
Strategic Intervention for Complex Administrations.
While some families can navigate simple administrations, high-stakes matters demand professional oversight. We frequently partner with legal counsel in the following scenarios:
Gridlocked Litigation
When disputes have brought estate administration to a standstill, neutral professional management can help restore structure, reduce direct conflict, and move urgent decisions forward.
Fiduciary Failure or Incapacity
When the named executor or trustee lacks the financial acumen, chronological capacity, or operational discipline to fulfill their statutory duties.
Complex Asset Portfolios
Estates containing active businesses, vast real estate holdings, or highly illiquid assets that require institutional-grade management and liquidation strategies.
Geographic or Jurisdictional Barriers
When the named fiduciary resides out of state and cannot effectively manage California real property, marshal local assets, or attend necessary court appearances.
Crisis Intervention (Conservatorships)
When immediate court intervention is required to protect an elder or dependent adult from active financial exploitation or physical neglect.
The parners
behind every case
Fiduciary work is deeply personal. When you partner with California Probate Group, LLC., you are not handed off to a rotating cast of junior administrators. Our core team—led by licensed, experienced fiduciaries—remains closely involved in the strategy and execution of every estate we manage. We combine institutional-level financial acumen with the empathy, accessibility, and responsiveness of a boutique practice.
Martin Lejnieks
Caitlin Cogan
Whether you're referring a case or facing one — we're here.