SM2 Trust is a licensed fiduciary firm specializing in conservatorship and trustee services for clients across California’s Central Coast. Founded by Shelley M. McConnell and Stephen P. Maguire, the firm stands out for its commitment to the highest legal and ethical standards of care, offering personalized and compassionate support for individuals with limited decision-making capabilities.
The firm’s approach centers on deep client understanding, respecting personal wishes, and collaborating closely with families, attorneys, and financial professionals. With extensive experience in financial management, estate settlement, and personal care, SM2 serves individuals requiring specialized support, including minors, elderly clients, and those with special needs or incapacities.
Services Offered
- Trustee Services
- Successor Trustee Services
- Executor Services
- Conservator-of-the-Person Services
- Conservator-of-the-Estate Services
- Special Needs Trusts
- Guardianship Services
- Powers of Attorney (Financial, Healthcare, Personal)
- Estate Settlement
- Asset Management
- Bill-Paying Services
- Estate Liquidation
- Estate Disbursement
- Investment Advisory
- Tax Accounting Coordination
- Legal Matter Coordination
- Notary Public Services
SM2 Trust serves clients throughout the Central Coast of California and operates with a focus on transparency, confidentiality, and integrity. Both partners are licensed fiduciaries, ensuring that all services meet rigorous state standards and client expectations.
