Who we are and what we do

Welcome to Mission Bell Fiduciary, a private professional fiduciary firm located in San Diego, California. We specialize in trust and estate management, ensuring the financial security and well-being of our clients.

A professional fiduciary is responsible for managing assets and providing comprehensive support to clients, often drawing on expertise from fields such as law, finance, and accounting. 

At Mission Bell Fiduciary, we operate at an executive level, engaging specialized agents like accountants, attorneys, and financial advisors when necessary to deliver exceptional service.  

An effective professional fiduciary possesses a well-rounded knowledge base and a sophisticated understanding of various matters, from real estate transactions to complex medical decisions. Knowing when to delegate tasks outside their expertise is crucial, but a good fiduciary also maintains a thorough understanding of these delegated matters to ensure accountability and optimal outcomes. 

At Mission Bell Fiduciary, we categorize our services into two primary areas: 

1. Providing Assistance to Aging Seniors: We offer tailored support to ensure the financial and personal well-being of seniors. Our mission is to empower older adults to live autonomously, securely, and with honor, whether at home or in other appropriate living arrangements. We work with seniors, solo-agers, and individuals with disabilities to manage and protect their finances and ensuring their overall well-being.

2. Settling Decedents’ Estates: We manage the legal and financial aspects of estate settlement with precision and care. Our commitment to expertise and empathy ensures that we deliver comprehensive and cost-effective fiduciary services, fostering trust and confidence in our ability to manage your assets effectively.