Patricia D. Garcia

Patricia D. Garcia is President and Principal of Modern Fiduciary, Inc. Ms. Garcia is a California Licensed Professional Fiduciary with over 25 years of experience in the trusts and estates field.  She has worked in the law firm setting in the estate planning, tax and probate field for most of her career, primarily assisting client Trustees and Executors with trust and estate administrations.  Ms. Garcia provides professional fiduciary services by acting in the capacity as a Trustee, Executor, Conservator or Agent, contract paralegal services in trust and estate administration, accountings and tax, and specialized tax services in preparation of estate and gift tax returns.

 Previous Work Experience:

  • 2015-2022 – CFO, Case Administrator, Sullivan, McGibbons, Crickard & Associates LLP
  • 2008-2015 – Sr. Paralegal/Paralegal Supervisor, Henderson, Caverly, Pum & Charney LLP
  • 2007-2008 – Director of Operations, Serving Hands International
  • 1996-2006 – Paralegal – Luce, Forward, Hamilton & Scripps LLP

Education:

  • 2021 – PFAC Pre-Licensing Education Program, Professional Fiduciary Assoc of CA
  • 2012 – Accounting Professional Certificate, UCSD Extension
  • 1997 – USD Paralegal Program, Trusts and Estates Course
  • 1994 – Bachelor of Arts, Political Science, San Diego State University

Professional Designations:

  • California Licensed Professional Fiduciary, License No. 1306
  • Certified National Guardian, Certification No. 14249
  • Enrolled Agent, enrolled to practice before the Internal Revenue Service
  • Notary Public

Professional Organizations:

  • Professional Fiduciary Association of California, Member
  • San Diego County Bar Association, Member
  • National Notary Association, Member
  • National Association of Enrolled Agents, Member
  • California Society of Enrolled Agents, Member

Community Involvement:

  • PFAC, Legislative Committee Member, San Diego Region/Chapter VP
  • Volunteer, Alzheimer’s San Diego
  • Officer, Sigma Phi Omega Alumni Association, SDSU chapter
  • Founding Board Member, Sigma Phi Omega Charitable Foundation