Erin Ben-Judah, CTFA^™

Erin brings 12+ years of experience working in trusts and estates to her role as Senior Relationship Manager.

Currently, Erin is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. Erin manages Estate Administrations following a death to quickly and efficiently distribute assets to beneficiaries. In addition, she manages revocable and irrevocable ongoing Trusts, while specializing in Special Needs Trusts, providing the attention and extra care these trusts require. 

Erin brings her knowledge from prior experience as a Paralegal in trust, estates, and probate. As a paralegal, Erin worked with estate planning attorneys drafting trusts and Wills and assisted with probate and trust administration from start to finish.

Erin graduated from the University of San Diego’s Paralegal program with honors. She has a Bachelor of Arts degree in Humanities from San Diego State University. A graduate of Cannon Financial Institute, Erin received designation as a Certified Trust and Fiduciary Advisor™ (CTFA™).

Erin resides in the San Diego area with her husband, two children, and father. They are active in sports and Scouting. They enjoy hiking and camping in their free time.