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Maximizing Real Asset Value Through Strategy

At San Diego Estate and Trust Services LLC, we specialize in preserving wealth and maximizing value through the strategic sale of real estate and other tangible assets - helping families, trustees, and estate professionals with integrity, clarity, and trusted guidance.

Us In Numbers

Our Flagship Product

Whether you’re managing an estate, administering a trust, or advising a client, our Value-Add Program is designed to maximize property value.

 

We provide the upfront capital at no cost to make strategic repairs, upgrades, and improvements, then oversee the entire sale process so your clients or family realize the highest possible return.

Get the most from your your real property with us.

20+ Years

Professional Real Asset Sales Experience

$500MM+

Residential and Commercial Real Estate Transaction Volume

$20MM+

Motor Vehicle Transaction Volume

$30MM+

Business Asset Transaction Volume

$1MM+

Alternative Asset Transaction Volume

Core Services Offered

Full Service Residential & Commercial Real Estate Brokerage

Business Brokerage & Real Asset Sales

Motor Vehicle Brokerage & Disposition

Estate Sales & Personal Property Liquidation

Asset Valuation & Strategic Disposition Planning 

Estate Planning & Fiduciary Support Services

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