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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 may offer structured or deferred-cost solutions to fund strategic repairs, upgrades, and improvements—subject to client approval—with payment handled through escrow when appropriate. We then coordinate key aspects of the sale process to help maximize the property’s overall 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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