SANTA BARBARA FIDUCIARY

Santa Barbara Fiduciary is committed to the continuing education, development, and improvement of their team. All team members are required to engage in furthering their education outside of their office roles. Lindsay attends major trust and estate planning conferences each year, attends continuing educational seminars on pertinent and current issues, and participates in the Santa Barbara Estate Planning Council meetings... At Santa Barbara Fiduciary, we serve as a source of security, compassion and strength to elders, and those supporting them, through challenging life transitions. As objective, third-party professionals, we honor our clients' wishes through diligent implementation of their succession plan. We take pride in our ability to handle complex administrations, accountings and finances. We deliver high quality work product using strategic thinking, good judgement, integrity and heart... At Santa Barbara Fiduciary, we work to honor and uphold the legacies of our clients...

Primary location: Santa Barbara United States