SM2 Trust

SM2 Trust is a dedicated provider of fiduciary services located on the Central Coast of California, founded by Shelley M. McConnell and Stephen P. Maguire. The brand specializes in a range of services that emphasize responsible financial management and compassionate personal care. SM2 Trust offers Trustee Services, Conservator-of-the-Person Services, Special Needs Trusts, and Guardianship Services, ensuring the highest standards of integrity and confidentiality. Their team of licensed fiduciaries is well-versed in the complexities of trust management and estate settlement, working closely with clients’ legal and accounting advisors.

Additionally, SM2 offers Conservator-of-the-Estate Services, handling everything from cash flow management to real estate and tax accounting. They also provide Powers of Attorney, allowing clients to designate trusted individuals for financial and health care decisions. Central to SM2 Trust's mission is fostering an understanding of each client’s unique wishes, ensuring that their needs and intentions are honored with the utmost respect. With a commitment to alleviating burdens and enhancing client dignity, SM2 Trust is the trusted partner for fiduciary service in California.