For Attorneys

Partnering with Attorneys

I work as an extension of your practice, not a hand-off. When you refer a client to me as trustee, executor, or estate administrator, you can expect:

• Clear, prompt communication throughout the engagement

• Accountings and reporting you and the court can rely on

• A financial background suited to estates involving real property, business interests, or complex portfolios

• Discretion and professionalism with clients and families during difficult transitions

The Financial Background Behind the Fiduciary Work

Before founding Gutierrez Fiduciary Services, I spent 20+ years underwriting and managing commercial real estate transactions ranging from $15 to $100 million at institutions including Capital One, Pacific Premier Bank, and KeyBank.

“When an estate includes real property, a closely held business, or a complicated capital structure, I bring the same rigor I once brought to approving institutional financing.”

Let's Talk Before You Refer

If you have a case you'd like to discuss, I welcome the opportunity to talk through the details before a referral is finalized.