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Modern Fiduciary

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- Patricia D. Garcia
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Our Team

Patricia Garcia
President and Principal

Fiduciary Services

Trustee or Successor Trustee

Executor or Administrator (Probate)

Conservator of the Estate/Person

Guardian of the Estate/Person

Agent under Power of Attorney (Financial and Health Care)

Specialized Tax Services

Gift Tax Return – Form 709

Estate Tax Return – Form 706

Consulting Services

Probate

Trust Administration

Bookkeeping & Accounting Services

General Bookkeeping

Specialized Accounting Services

Phone: 858.526.3740

Fax: 858.526.3744

12520 High Bluff Drive, Suite 265, San Diego, CA 92130