Gerry is currently in the process of retiring after 30 years of assisting Estate Planning and Probate attorneys as a Fiduciary, Paralegal and Tax Preparer. In 2015 she formed Uptown Fiduciary Services, Inc. and has served on hundreds of cases. She maintains an active license as she enters retirement.

California Professional
Fiduciary Lic. #81

Annelle has been a probate paralegal since 2001. In 2015 she became a Fiduciary and formed Uptown Fiduciary Services, Inc. with Gerry.

Annelle specializes in serving as Executor and Administrator in Probate Court Cases and is an expert at drafting Estate Accountings.

California Professional
Fiduciary Lic. #877

Regina has been assisting Estate Planning and Probate attorneys since 1996. In 2018 she became a Fiduciary and joined Uptown Fiduciary Services, Inc. as a partner.

Regina specializes in serving as Power of Attorney Agent, Trustee and Executor.

California Professional
Fiduciary Lic. #1137