Trustees, conservators, institutional custodians, and co-owners partner with our firm to perform all property management tasks — leasing, rent collection, maintenance, compliance, and reporting — at the standard your fiduciary role demands.
How our partnership works:
You retain legal authority as trustee, conservator, or co-owner. We enter a formal Property Management Agreement and take on every landlord responsibility as your managing firm — from finding tenants to filing maintenance invoices — while delivering the documentation your role requires.
Select your situation to see exactly what we do as your property management firm.
When real property is held in a living trust, irrevocable trust, or estate, the trustee bears the legal duty to manage it prudently. We partner directly with trustees and estate executors — taking on every property management task so the trustee can fulfill their obligations without becoming an active landlord.
How the Partnership Works
The trustee partners with our firm and delegates all property management duties to us. We act as the operational extension of the trust — the trustee retains oversight and authority while we handle every landlord task day-to-day.
A straightforward onboarding built for legal and institutional situations.
We enter a formal Property Management Agreement with you — or with your attorney's assistance — defining authority levels, reporting requirements, and any special instructions from the trust, court, or co-owner agreement.
We assess the property, review existing leases, audit compliance, and take over all landlord duties within 5 business days. Tenants are notified of the management change with proper written notice.
We lease, collect rent, coordinate maintenance, conduct inspections, and handle all tenant communications — operating as your property management firm while you retain legal authority.
Monthly financial statements, annual summaries, and full documentation delivered on your schedule — formatted for your needs whether that's trust accounting, court submissions, or institutional reporting.
Most property managers aren't built for fiduciary situations. We are.
We Do the Work — You Retain Authority
You remain the trustee, conservator, or co-owner with legal authority. We perform every property management task as your partner firm.
Segregated Trust Accounts
Every managed property has its own account. No commingling — ever. Full audit trail of every dollar in and out.
Court & Institutional Standards
Our documentation, reporting, and accounting practices meet California Probate Court and institutional custodian requirements.
Attorney & Advisor Collaboration
We work directly alongside estate attorneys, probate counsel, CPAs, and financial advisors — keeping everyone aligned.
Licensed, Bonded & Insured
DRE #01773425. Fully licensed, bonded, and insured — meeting the criteria required by most courts and institutions.
Dedicated Account Manager
A single experienced point of contact who knows your case, your property, and every party involved.
Whether you're a trustee, conservator, institutional custodian, or co-owner, we enter a formal partnership with you and take on every property management task — leasing, tenants, maintenance, accounting, and compliance — while you retain authority and we deliver the documentation you need.
We use cookies to enhance your browsing experience, serve personalized content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.Learn more