Marbelis Ortiz

I am a Private Professional Fiduciary based in Santa Monica, currently working with clients through Trust & Estate Administration Los Angeles, where I assist families with trust administration, estate management, and fiduciary responsibilities. My work focuses on protecting client interests, ensuring compliance with legal requirements, and providing dependable, ethical oversight of financial and personal matters.

Before becoming a fiduciary, I spent nearly two decades with Estate Planning Law Office of Jeff Condon as a Paralegal and Estate Planning Legal Assistant. During that time, I gained deep expertise in preparing estate planning documents, coordinating with clients and attorneys, managing legal files, and supporting complex trust and probate matters.

I am passionate about helping individuals and families navigate estate planning with clarity, care, and integrity, ensuring their wishes are honored and their loved ones are supported.