Fiduciary care backed by two decades of real estate and banking expertise.
Licensed California Professional Fiduciary (CA Lic #1620) | National Certified Guardian | 20+ years in Banking & Commercial Real Estate | MBA, UC Irvine
I am a licensed California Professional Fiduciary providing trust administration, conservatorship, and estate services — with the financial discipline of a former bank underwriter and the personal attention every family deserves.
Why Attorneys Refer to Gutierrez Fiduciary Services
Financial rigor - Before becoming a Professional Fiduciary, I spent two decades underwriting and managing commercial real estate portfolios for institutions including Capital One, Pacific Premier Bank, and KeyBank. When a trust or estate includes real property or complex assets, I bring the same rigor to protecting your client's assets that I once brought to approving institutional financing.
Administration grounded in the California Probate Code - Every trust and estate is handled with clear accounting, timely reporting, and documentation that holds up to scrutiny.
Services Overview
Trust Administration — Full administration of revocable and irrevocable trusts, from asset management through final distribution.
Estate Administration & Executor Services — Serving as executor or estate administrator through the probate process, start to finish.
Real Estate Asset Oversight — Management, maintenance, leasing, and sale of estate and trust-owned property.
Agent & Conservatorship Services — Additional support as agent under power of attorney and conservator of the estate.
Professional Affiliations
