OF THE ESTATE
OF THE PERSON
SPECIAL NEEDS TRUSTS
TRUSTEE, EXECUTOR &
Premiere Fiduciaries is committed to providing 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. Additionally, Premiere Fiduciaries provides family trustee support services as well as trustee, executor and conservator consulting.
Elizabeth S. del Pozo (aka Betsy), California Licensed Professional Fiduciary, founded San Diego Legal Assistants in 1977 to provide paralegal services to the legal community of San Diego which evolved into a fiduciary service. Since 1980, Premiere Fiduciaries has provided business and property management, financial management, accounting, benefits and insurance management in a fiduciary capacity as well as paralegal services.
The Premiere Fiduciaries 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 and landscaping.
Committed to managing your family’s assets for the future.
OUR FIDUCIARIES & TEAM
FOUNDER & LICENSED FIDUCIARY
I would like to thank you for all of your generosity and care that you showed my father. Being so far away was very difficult when my dad was so close to the end. You made my dad comfortable which helped me as well.
You and your staff have taken such good care of my friends' needs in more than just a professional way. They were lucky to have you on their team. You can be on My team any time!
I want to extend my deepest gratitude for all of the wonderful care and service Premiere Fiduciaries provided to Nancy over the past years. You have all been wonderful in keeping me connected with her.
Professional Fiduciary Association of California Code of Conduct
Abide by the Professional Fiduciaries Act and the Act's implementing regulations, including the Professional Fiduciaries Bureau Code of Conduct.
Recognize that the client is the prime responsibility and strive to provide services which reflect respect for each client.
Not engage in any form of discrimination on the basis of race, color, sex, sexual orientation, age, religion, national origin or any other condition or status.
Manifest personal integrity, assume responsibility and accountability for individual judgments and maintain an attitude of fairness, honesty, respect, courtesy and good faith in all professional relationships.
Cooperate with colleagues to promote common professional interests and concerns and facilitate ethical and competent professional performance.
Seek and maintain competence in professional skills and seek to contribute to the ongoing development of the profession's body of knowledge.
2658 Del Mar Heights Road, #267
Del Mar, CA 92014
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