Santabarbarafiduciary.com

Santa Barbara Fiduciary – Professional Fiduciary Services

WebWelcome to Santa Barbara Fiduciary. At Santa Barbara Fiduciary, we believe that life transitions should be harmonious, efficient and honor the planning, life and intent of the …

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URL: https://santabarbarafiduciary.com/

Should You Be Both the Health Care Agent & Attorney-in-Fact for …

WebAs our loved ones age, it’s important that they have a thoughtful plan in place for both care and finances, before they develop dementia or otherwise become …

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Advance Health Care Directives

WebMy name is John Michael Koelsch, a retired Los Angeles Policeman and I’m writing this on behalf of Lindsay Leonard. Over a year ago, I came to Lindsay to help me with my …

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Why You Should Have an Advance Health Care Directive

WebMany parts of life planning require a discussion of uncomfortable topics. Drafting your advance health care directive is no exception. No one likes to talk about "end of life" …

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Fiduciary Appointments – Santa Barbara Fiduciary

WebSanta Barbara Fiduciary provides a full range of fiduciary services, including acceptance of common estate planning appointments such as trustee, power of attorney, health care …

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Lindsay Leonard – Santa Barbara Fiduciary

WebLindsay Leonard. Dedicated, driven, and results oriented, Lindsay brings over 14+ years of experience as a trust and fiduciary officer, and a comprehensive understanding of …

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Drafting Estate Planning Documents with a Professional Fiduciary …

WebThree common areas that warrant careful review and analysis, particularly when using the services of a professional fiduciary include (1) the use of clear and concise language, …

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Services – Santa Barbara Fiduciary

WebOur holistic approach to fiduciary services takes into account the the whole person, including their emotions, values, and unique family dynamics. We help our clients navigate the …

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Safeguarding the Financial Security of a Loved One with Alzheimer’s

WebJune is Alzheimer’s & Brain Awareness Month, a time to raise awareness about Alzheimer’s disease and the impact it can have on individuals and their families. …

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Team – Santa Barbara Fiduciary

WebOur Team. Dedicated, driven, and results oriented, Lindsay brings over 14+ years of experience as a trust and fiduciary officer, and a comprehensive understanding of …

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Barbara Liss – Santa Barbara Fiduciary

WebBarbara is our esteemed estate planning, trust administration and probate paralegal advisor. She brings over 45 years of legal training, experience and skills with discrete projects …

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3 Realistic New Year’s Resolutions to Safeguard Your Future

WebAs we head deeper into 2023, now is the time to reflect on the past year, and to set aspirations for the year ahead. This time around, however, instead of making the …

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What is a Professional Remember Fiduciary

WebWhat is a Professional Fiduciary? A Guide for Consumers Remember It is a crime for Professional Fiduciaries P.O. Box 989005 West Sacramento, CA 95798-9005 to …

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Accounting and Financial Concierge Services – Santa Barbara …

WebFully Managed Accounting Services. Prepare and make bank deposits. Bill pay, including calls to payees regarding incorrect bills and preparation of payments. Transaction review …

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Do you need a Professional Fiduciary

WebA Professional Fiduciary is an individual who is entrusted property or power for the benefit of another. He or she serves vulnerable populations, such as the elderly and those who …

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Team – Santa Barbara Fiduciary

WebBarbara is our esteemed estate planning, trust administration and probate paralegal advisor. She brings over 45 years of legal training, experience and skills with discrete projects …

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a Licensed Professional Fiduciary for peace of mind PROTECT …

WebOUR SERVICES FIDUCIARY APPOINTMENTS We serve in fiduciary appointments such as trustee, executor, durable power of attorney, and health care agent, to help preserve …

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Montecito Journal: Feature – Vol 26 Issue 7

WebCheck out our Feature in this week's edition of the Montecito Journal! February 13 - 20, Vol 26 Issue 7 [Village Beat] "UCSB grad Lindsay Leonard thanks grandmother for 11 years …

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Successor Fiduciary Appointment Planning – Santa Barbara Fiduciary

WebOur Successor Fiduciary Appointment Planning Services are about getting plans in place to manage risks at the end of your life and beyond. And while it might be uncomfortable to …

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