Fiduciaries
Annelle Villa-Rubio
Lic. #877
Annelle has been a probate paralegal since 2001. In 2015 she became a Fiduciary and formed Uptown Fiduciary Services, Inc. with Geraldine “Gerry” Donnelly.
Annelle specializes in serving as Executor and Administrator in Probate Court Cases and is an expert at drafting Estate Accountings.
Regina Villa
Lic. #1137
Regina has been assisting Estate Planning and Probate attorneys since 1996. In 2018 she became a Fiduciary and joined Uptown Fiduciary Services, Inc. as a partner.
Regina specializes in serving as Power of Attorney Agent, Trustee and Executor.
California Professional
Fiduciary Lic. #1137
Fiduciary Assistant & Apprentice
Jeannie Smith
Jeannie provides fiduciary and administrative support for trust and probate administration at Uptown Fiduciary, including bookkeeping, accountings, and audit coordination. She has worked with the firm since 2018 and is currently pursuing her California professional fiduciary license, with the goal of joining the firm as a licensed fiduciary. Her experience and attention to detail provide continuity and dedicated support to the firm’s clients and professionals.