Presidio Private provides professional fiduciary, trust administration, estate administration support, and fiduciary accounting to help executors, trustees, beneficiaries, and families manage the financial and administrative responsibilities that arise when administering an estate or trust.

The firm can assist individuals who retain responsibility for settling an estate or administering a trust but need professional support with the detailed work involved. Services include financial administration, account oversight, recordkeeping and reporting, beneficiary communications, tax-filing coordination, secure documentation, and coordination with attorneys, CPAs, wealth managers, and other advisors.

Presidio Private also provides independent fiduciary accounting as a standalone service for executors, private trustees, agents under powers of attorney, and others who need professionally prepared financial records for beneficiaries, co-trustees, counsel, or the court.

Presidio Private is based in Santa Barbara, and can serve across all of California. Founder Monica Tull is a California Licensed Professional Fiduciary and Certified National Guardian.

What Presidio Private can do for the estate

• Support executors and families with the practical financial administration involved in settling an estate
• Assist with probate administration and ongoing estate financial responsibilities
• Provide trust administration and private trustee services
• Maintain estate and trust financial records, documentation, and reporting
• Prepare independent fiduciary accountings for executors, trustees, beneficiaries, counsel, and courts
• Manage account oversight, bill payment, and other financial administration when appropriate
• Assist with beneficiary communications and financial reporting
• Coordinate tax filings and work with CPAs, attorneys, wealth managers, and other professional advisors
• Organize and maintain secure documentation relating to estate and trust administration
• Provide professional fiduciary support when family members are distant, unavailable, or prefer outside assistance