Banks & Banks Fiduciary Services has administered trusts, conservatorships, and decedent estates from its La Mesa Village office on La Mesa Boulevard since the 1980s. The firm's current principal holds CPA, CFP, and California Licensed Professional Fiduciary credentials alongside a BA from UC Santa Barbara in business economics and an MS from San Diego State University in financial and tax planning — a combination that supports coordinated elder-care engagement with agencies like Westmont of La Mesa. The practice pioneered the independent-fiduciary model in San Diego County before the California Legislature enacted Professional Fiduciary licensure in 2007, and remains one of the longest-operating private fiduciary firms in the region. Caseloads span successor-trustee appointments, probate-court-supervised estate settlements, and power-of-attorney agency for incapacitated beneficiaries whose in-home care requires coordination with providers such as Visiting Angels Senior Home Care. The most complex matters involve multi-jurisdictional trust administration with sub-trust funding across A/B bypass structures, generation-skipping transfer tax allocation, and Crummey-power withdrawal calculations for irrevocable life-insurance trusts.