CONTACT US: (858) 509-8677 | info@premierefiduciaries.com

Dedicated to Finding Solutions for You

(858) 509 - 8677

SERVICES

 

Trust Administration

Trust Administration

Probate Administration

Probate Administration

Tax Preparation

Tax Preparation

asset protection

Asset Protection

Conservatorship of the Person

Conservatorship of the Person

Case Management

Case Management

Special Needs Trusts

Special Needs Trusts

Conservatorship of the Estate

Conservatorship of the Estate

Money Management

Money Management

Finance and Government Regulation

Finance and Government Regulation

Private Trustee

Private Trustee

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.

Testimonials

Sheila

"Dear Judy, 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. Both you and Amy made my dad comfortable which helped me as well. You are both angels to give of yourself as you do."

Annette

"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!"

Jean

"Please accept or deepest appreciation for all you have done for Edward and also for the kindness and consideration you have afforded our family. What I would especially like to express to you is just how grateful we are to Kim. She certainly is an angel. The compassion she demonstrates to her patients is remarkable. We love Edward very much and although our hearts are aching at this time, we thank God that he has someone as caring as Kim by his side. Elizabeth, Herminia and Team, thank so much for choosing Kim to be Edward's social worker and fierce advocate. Any patient under her watchful care is very fortunate. When I thank her for all she has done she simply replies, "That's my job and I love it." Well I believe she takes her job description to another level. Kim is a very knowledgeable, understanding and diligent caretaker to the most vulnerable among us. You all can be very proud of the way in which she represents your office and the state of California."

Warmest regards — Karen

"I want to extend my deepest gratitude to all of you for all of the wonderful care and service Premiere Fiduciaries provided to Nancy over the past years. I know that Trey was very pleased with the many professional services you provided to his mom and I’m happy that all of us could be a part of her life even after Trey’s death. You have all been wonderful in keeping me connected with her and her needs and I am glad I could play a supporting role in her life. Whether it was cutting a tree limb, fixing a leaky faucet, taking her out for lunch or stopping by to visit with her, she loved the attention that each of you gave her."

Contact Us

Del Mar Office

Tel: 858-509-8677

E-mail: info@premierefiduciaries.com


Elizabeth del Pozo, California
Licensed Professional Fiduciary

E-mail: betsy@premierefiduciaries.com


Paty Sanchez, California
Licensed Professional Fiduciary

E-mail: paty@premierefiduciaries.com


Jose del Pozo, Management

E-mail: jose@premierefiduciaries.com


Jeannette Servin, California
Licensed Professional Fiduciary

E-mail: jeannette@premierefiduciaries.com


Cristina Tang, California
Licensed Professional Fiduciary

E-mail: cristina@premierefiduciaries.com


Herminia Moscoso, Associate

E-mail: herminia@premierefiduciaries.com