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What We DoSince 1980, The Banks Team has provided independent fiduciary services in San Diego County, California. Appointments include the following:
At Banks & Banks, we combine integrity, commitment and trustworthiness with innovative procedures and practices. We provide a full range of trust and estate administration services including the management of stock, bond and mutual fund portfolios, as well as the purchase, management and sale of real property. We have been selected to handle some of the most delicate and complex fiduciary matters, and we excel in the ability to locate and marshal assets and thoroughly account for all transactions. Our customized accounting reports are not only detailed and accurate, but also easy to read and understand – thanks to a one-of-a kind trust accounting system tailored specifically to the clients’ needs and well received by the courts for delivering data in a clear format. |