Unfortunately Trust Deeds Can Be
A Challenge To Pass Down To You Heirs
With over 35 years managing complex portfolios, our specialized team ensures your family’s wealth remains secure, compliant, and hassle-free.
We protect your legacy so you can enjoy peace of mind today.
The Journey is Personal - We Understand
What began as a simple change to an IRA account, something our founder’s mother believed was immaterial, ended up triggering months of otherwise preventable headache. Trust Deeds, like investments in stocks, and real estate, are living and evolving and need oversight and management.
Too often, families are not fully prepared to manage a trust deed portfolio with confidence and are easily persuaded to sell the portfolio – most often at a 10% or more discount – in favor of managed securities
With decades of experience managing both securities and complex Trust Deed portfolios, we ensure that your trust deeds dove tail into your existing estate plan, resilient, compliant, and prepared for generations.
“Legacy planning isn’t merely about wealth, it’s about empowering your family to navigate the future with clarity and confidence.”
– Drew Louis | CEO
Why Families Entrust Their Legacy to Us
Unlike general financial advisors, our expertise covers comprehensive Trust Deed management, detailed, compliant, vigilant.
- Proven Track Record: Recently preserved a $1M Trust Deed portfolio, preventing a costly liquidation.
- Unmatched Experience: Executive team with 100+ combined years managing complex Trust Deeds and real estate portfolios.
Award-winning Performance:
- Inc. Magazine’s 6th Fastest-Growing Financial Services Provider (2024)
- Certificate of Appreciation from the Superior Court of California
Our Specialized Approach to Legacy
Portfolio Review
Meticulously analyzing your Trust Deed investments to pinpoint risks and opportunities.
Compliance Cleanup
Resolving outstanding compliance and documentation issues swiftly and efficiently.
Standardized Procedures
Implementing robust systems for sourcing, underwriting, funding, and servicing future loans.
Comprehensive Legacy Plan
Creating & executing customized plans, including clear communications to family & advisors, filings, and recording.
“I got Drew started in Trust Deed investing nearly 25 years ago and quickly began to rely on him and his team so I wasn’t surprised when he helped me better organize my plan.” – Glenn Farmer
FAQs From Families
Why are Trust Deeds riskier than stocks or bonds?
Trust Deeds risk total value loss overnight due to liens, insurance lapses, or borrower disputes. Active oversight is essential.
How quickly can you implement our personalized legacy plan?
Most clients receive a draft plan within 6 days and finalize it within 2-3 weeks.
What makes you different from other advisors or attorneys?
We specialize exclusively in comprehensive Trust Deed management and estate planning—no DIY kits, just personalized expertise.
Get In Touch With Us Today
Ready to Secure Your Family’s Future? Reach out today and take the first step towards peace of mind.
Phone
(800) 335-8676
Solutions@DelToroMail.com
Address
2300 Boswell Rd Ste. 215,
Chula Vista, CA 91914
Del Toro Loan Servicing, Inc.
CA DRE Broker # 01525608
NMLS # 351720
Evergreen Escrow, Inc.
CA DRE Broker #01525795
NMLS #394102