LeadIQ logo
Learn more at LeadIQ.com

OC Probate and Trust Services Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

OC Probate & Trust Services is a small fiduciary-focused financial services firm that handles probate, trust administration, conservatorships, and related case management tasks. It serves clients across Orange County, Los Angeles, and the broader Southern California region, reflecting a regional scope for fiduciary services. Based in Costa Mesa, California, the company emphasizes its experience and professional approach in managing sensitive estate matters for individuals and families.
Its client base includes seniors and families seeking reliable, ethical fiduciary support to navigate complex probate and trust administration. As a compact firm, it offers personalized attention and a practical, hands-on approach to safeguarding clients' interests and ensuring proper administration of estates and trusts. The firm's focus on compassionate service and professional standards aligns with the needs of those facing guardianship, conservatorship, or other fiduciary arrangements in the region.

Find OC Probate and Trust Services employees' phone numbers or email addresses

OC Probate and Trust Services Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

OC Probate and Trust Services's Leadership

  • Stylized image of a person
    S. H.
    Case Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Clpf Ncg
    Phone icon
    Mobile Phone

OC Probate and Trust Services Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from OC Probate and Trust Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. H.
    Case Manager
    Phone icon
    Mobile Phone
    Oct 23, 2025
  • Stylized image of a person
    R. C.
    Clpf Ncg
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023

Frequently Asked Questions

What is OC Probate and Trust Services known for?

Minus sign iconPlus sign iconOC Probate and Trust Services operates in the Financial Services industry. The company's main headquarters is located in 1700 Adams Avenue Suite 205 Costa Mesa, California 92626 United States. Explore OC Probate and Trust Services's company overview page for more information.

What is OC Probate and Trust Services's most common email format?

Minus sign iconPlus sign iconOC Probate and Trust Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OC Probate and Trust Services email formats with LeadIQ.

How many employees does OC Probate and Trust Services have currently?

Minus sign iconPlus sign iconOC Probate and Trust Services has approximately 2 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are OC Probate and Trust Services's key employees and leadership?

Minus sign iconPlus sign icon

As of March 2026, OC Probate and Trust Services's key employees include:

  • Case Manager: S. H.
  • Clpf Ncg: R. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.