What we do
Experts in administering estates with diverse investment portfolios, real estate, closely held businesses, and sophisticated trust structures.
Seascape Fiduciary specializes in managing complex estates and trusts, with assets ranging from public and private financial securities, real property, closely held business interests, and other non-traditional assets such as mineral rights, cryptocurrency, and intellectual property. We work with trustors, beneficiaries, and/or their representatives to offer tailored solutions for wealth preservation, financial growth, tax optimization, and/or transference to future generations. We work with leading attorneys, investment advisors, property managers, real estate brokers, and other providers, quarterbacking the entire process.
Trust Administration
As an independent trustee, Seascape Fiduciary impartially administers trusts in accordance with governing documents and state law, ensuring legal compliance, transparency, and efficient trust management, while fulfilling responsibilities owed to trustors, current beneficiaries, and future beneficiaries with care, professionalism, and expertise.
Estate Settlement
As court-appointed administrators for estates being settled via probate court, we streamline and simplify the estate settlement process, strictly adhering to governing documents and state law, while professionally and impartially fulfilling duties owed to beneficiaries.
Probate Administration
We streamline and simplify the often complex and overwhelming estate settlement process, handling all aspects of the administration, strictly adhering to governing documents and state law, while professionally and impartially fulfilling duties owed to beneficiaries.
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Review trust provisions and governing documents, obtain relevant agreements and records, identify key deadlines, and identify all beneficiaries, and introduce Seascape Fiduciary team to trustor and/or beneficiaries and their representatives.
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Respond to beneficiary communications in a timely manner, keep beneficiaries informed on general matters, and communicate action items and timeframes to beneficiaries.
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Collect and secure trust and/or estate assets, documents and records, bolster secure for online access to accounts and/or IT systems as necessary, Reregister or update title to assets and liabilities as necessary, identify and document liabilities, properly insure assets as necessary, and inventory and value assets, communicating said value to beneficiaries.
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Collect and secure trust and/or estate assets, documents and records, bolster secure for online access to accounts and/or IT systems as necessary, Reregister or update title to assets and liabilities as necessary, identify and document liabilities, properly insure assets as necessary, and inventory and value assets, communicating said value to beneficiaries.
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Create comprehensive financial models, forecasts and budgets as necessary, assess need for leveraging real estate assets, work with investment advisor as necessary to develop and implement investment strategy, taking into account a multitude of factors (.e.g. estimated time, if any, to settle the estate, life expectancy of beneficiaries, etc.), coordinate with co-fiduciaries, trustees and advisors regarding investment recommendations, decisions and action items.
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Independently and impartially administer the estate or trust, pursuant to the terms of the governing documents and the law, utilizing the expertise of services of select investment, legal, real estate and tax professionals as necessary. Manage all non-financial assets (e.g. closely held businesses, private equity investments, intellectual property, mineral rights, etc., hiring third party professionals as needed. Oversee real estate investments and activities, utilizing property managers as necessary, including sales, acquisitions, tax-deferred exchanges, rental income, tenant reimbursements, property maintenance, repairs, capital improvements, and related obligations. File and maintain estate and trust administration records.
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Provide beneficiaries and/or the courts with periodic statements and accountings and coordinate the preparation and timely filing of trust and personal income tax returns, estate and gift tax returns.
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Make distributions of estate assets to beneficiaries as soon as reasonably prudent and take the requisite steps to dissolve or terminate the trust or estate when necessary.
How it works
We are in the process of updating our fee schedules. Please check back later.
Serving Southern California