Premiere Fiduciaries is a group of talented individuals ready to provide fiduciary services and more to a diverse range of people and their needs. Our California Licensed Professional Fiduciaries have served as Trustee of simple and complex trusts including special needs, educational and insurance trusts, conservator of persons and estates, guardian of minor’s estates, guardian ad litem, personal representative of decedents’ estates and as agent under Power of Attorney for both health care and finances.
Elizabeth S. del Pozo (Betsy del Pozo), California Licensed Professional Fiduciary, founded San Diego Legal Assistants in 1977 to provide paralegal services to the legal community of San Diego. Since 1980, Betsy has provided fiduciary services in a variety of situations, including managing and marketing a variety of businesses both in the U.S. and abroad. Currently, Betsy and her twelve full-time staff members are able to provide business and property management, financial management, accounting, benefits and insurance management in a fiduciary capacity as well as paralegal services.
Our team includes individuals who provide additional skills on an “as need” basis. Team members include an enrolled agent who prepares clients’ income tax returns, care companions and managers who visit clients to closely monitor clients’ care, technicians to assist with computer management and telecommunications and handymen who make minor repairs, purchases, install and repair appliances and provide cleaning, landscaping and gardening services for clients, residences and other properties. Several team members are fluent in Spanish and others have the ability to communicate in French, Tagalog and German. Betsy and our team members pride themselves on being readily accessible and “on call” to meet our clients’ diverse needs.