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“THE WHOLE PROCESS OF HANDLING OUR Mother's ESTATE WAS A NIGHTMARE UNTIL lISETTE helped us.”

Dame Young, CA

VES is Always Striving to Improve Our Services. Please Complete Our Testimonial Form to Share Your Experience.

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Please tell us about your client journey in your own words.

Services may include Trust Administration; Trust Accounting; Legacy Care; Onboarding Experience etc.

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Where to Find Us

O: 415.729.9706  

eFax: 415.480.1609

3030 Bridgeway, Suite 222

Sausalito, CA 94965

Mon - Thurs: 9:30am - 5pm
​​Saturday: Closed
​Sunday: Closed

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