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Other

Care Management
Name City Email Phone
Fort, Colin JD, RG, AEP, CTFA, CSOP, CLPF Cardiff-by-the-Sea colinfort@cox.net 760-634-3839

 

Consulting

Name City Email Phone
Lorenz, Jane CCF, RG Fallbrook, CA 92088 JaneBLorenz@MyTrustee.net 760-728-6688

 

Diversified Personal Services
Name City Email Phone
Rethy, Virginia B. Carlsbad, CA 92018 ginybr@sbcglobal.net 760-431-0173

 

Fiduciary Accounting
Name City Email Phone
Hans, Jennifer K., CLPF Escondido, CA hansprobate@cox.net 760-591-9338

 

Individual Taxation
Name City Email Phone
Lorenz, Jane CCF, RG Fallbrook, CA 92088 JaneBLorenz@MyTrustee.net 760-728-6688
Walker, Sharon, CCF, RG Cardiff By The Sea, CA 92007 ctab@cox.net 760-436-4451

 

Other
Name City Email Phone
Moss, Hannah CCF, RG, CLPF San Diego, CA 92150-0326 hanamoss@juno.com 619-253-4251

 

Power of Attorney
Name City Email Phone
Brito Beverly, CCF, RG, CLPF Escondido, CA 92030 boognbr@cox.net 760-480-8941
del Pozo, Elizabeth S. CCF, RG, CLPF Del Mar, CA 92014 betsyd@sdla.com 858-481-8823
Fort, Colin JD, RG, AEP, CTFA, CSOP, CLPF Cardiff-by-the-Sea colinfort@cox.net 760-634-3839
Thale, Thomas Reid CCF, RG, CLPF San Diego thomas@profiduciary.com 619-501-4626

 

Real Estate
Name City Email Phone
Miguel Nunez San Diego, CA 92130 mnunez@prusd.com 858-481-1029

Receiver
Name City Email Phone
Shvil, Stella, CLPF, CCF, RG San Diego stella@shvilfiduciary.com 858-794-0394

 

Trust Accounting
Name City Email Phone
Lorenz, Jane CCF, RG Fallbrook, CA 92088 JaneBLorenz@MyTrustee.net 760-728-6688

 

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Professional Fiduciary Association of California
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