SM2TRUST

SM2 Trust was founded by Shelley M. McConnell and Stephen P. Maguire to provide fiduciary services for clients on the Central Coast of California. A fiduciary, one to whom property or powers are entrusted for the exclusive benefit of another, is held to the highest legal and ethical standards of care and responsibility. A fiduciary can be entrusted with the obligation to manage financial assets, health care needs, quality-of-life considerations, and end-of-life decisions for individuals in need... Drawing on on considerable financial management and estate settlement experience, SM2 provides trustee, successor trustee, and executor services. From gathering assets to bill-paying to estate liquidation to estate disbursement, SM2 fiduciaries can be engaged to efficiently manage the entire process. McConnell and Maguire, who work closely with clients' accountants and attorneys, are well versed in the legal and accounting complexities... Requiring perhaps the highest level of..

Primary location: Arroyo Grande United States