Trust Administration services for those who are no longer able or willing to manage their financial affairs.

Ms. Ocaña has served as conservator for my disabled sister for 8 years. Shelley’s service and assistance on her behalf has been immeasurable. My father and I are my sister’s only family, and we live over two thousand miles away. Knowing that she had a local advocate alleviated our anxiety for her well-being. We have complete confidence that Ms. Ocaña has always acted and made decisions in the best interest and care of my sister. Her administration of responsibilities has been handled with impeccable ethics. We do not know what we would have done without Ms. Ocaña and Specialized Services for Law Firms.

Trust Administration and Trustees

Specialized Services for Law Firms (SSLF) provides Trust Administration services for those who are no longer able or willing to manage their financial affairs, or those who wish to have a Successor Trustee assume responsibility for asset management. We are available to act as trustees of testamentary, special needs, revocable and irrevocable trusts, both large and small.

Experts in Professional Administration

We are also experts in the professional administration of trusts under an agency agreement for named Trustees who are out of state, or who wish to engage a professional fiduciary to manage the trust administration.

  • Marshal and manage investments
  • Review stock holdings/confer with financial planners and brokers
  • Secure and value personal and real property
  • Prepare trust inventories of assets and trust accountings
  • Prepare financial reports; consultations with CPAs and accountants
  • Assist in gathering information for tax return preparation (to be prepared by accountants), real property sales, rentals and leases, including supervision of repairs and maintenance
  • Post bond, if required
  • Manage businesses held in a trust

All preparation of any legal documents, including trusts, is the sole responsibility of an attorney. Prices can vary depending on the service rendered.

PO Box 14100 Santa Rosa, California 95402-6100

Telephone: (707) 528-1364 | FAX: (707) 575-1166 | Email: