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Specialized Services for Law Firms Legal Service

Trust and estate administration, conservatorship, guardianships and special needs trusts. PFAC membership, National Certified Guardians, judicial interpreters. Spanish spoken

Website: californiatrustee.com

Phone: (707) 528-1364

Interested in our services?

Closed now

  • Wed 9:00 AM - 5:00 PM

Santa Rosa, CA 95402 ·2350.63 mi

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Reviews

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2.5 8 reviews
5 star
3 4 star
0 3 star
0 2 star
0 1 star
5
Valerie B. 07/03/24

I am pleased to share my experience of Jacquelynne Ocaña, the fiduciary whose services from Specialized Services for Law Firms, located in Santa Rosa, CA, has provided me and my family exemplary...

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Darcy Maniscalco .. 05/19/26

Horrible experience with this firm. Terrible communication; it took almost 4 years for the beneficiaries to receive their final funds; they sent incorrect information to the IRS; didn't get the...

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Little B. 01/16/26

Trust and estate money guzzlers misleading and ignore elder aid basically neglect and uses money to pay legal fees no money to help client and reverses agreements with court declarations Avoid

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L. Marie V. 04/07/25

update they were using a law office to collect from my mom for ten years. Theses people are pure evil to try to collect from my mom for ten years when all,she had was social security checks....

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Emma S. 04/16/23

Shelley Ocaña was appointed by my mother as the private fiduciary for the family trust. I've been waiting to write this review since our new fiduciaries were still untangling some of the mess the...

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