Victoria Mitchell

Paralegal | Rancho Santa Fe

Victoria is a paralegal in the private client and tax team.

Her work is focused on full service trust and estate administration, conservatorship and guardianship matters, estate planning, entity formation, and non-profit and exempt organizations. In connection with these practice areas, she prepares federal estate and gift tax returns, fiduciary accountings, funds trusts, research and transfers title to assets, including real property, securities, insurance policies among other types of assets. She also prepares and files probate court documents.

Victoria has over 25 years of experience in the legal industry, moving from an accounting role to paralegal after graduating the certificate program at the University of San Diego in 1991. She subsequently achieved ‘ACP’ designation and has earned advanced certifications in Estate Planning, Real Property and Business Organizations through the NALA Certifying Board.

Secretary Collette Kerr

Memberships

National Association of Legal Assistance

National Notary Association

Notary Public

Education


Languages


  • English

Dates


Joined

2015

Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

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