CENTRAL COAST TRUST

Members of our team have been helping individuals and families accomplish their goals since 1981. This includes working with them and their professional advisors to develop plans and programs that meet their current and projected needs. We serve as trustee to family and charitable trusts. We also provide consulting services on the organization and management of multi-generational family trusts... We partner with you to reach your long-term financial goals. We specialize in trusts and estates whether as trustee and trust administration, executor, or estate administrator. We ensure that your intentions are honored as described in your trust or estate documents. Our extensive experience facilitating the sale of complex assets also allows us to serve as receiver... Not all family members are able or willing to serve as executor of their parents' or siblings' estates. Work and family pressures have priority. Furthermore, old sibling rivalries can cause conflict and alienation during the..

Primary location: San Luis Obispo United States