Santa Barbara Fiduciary

Legal ServicesCalifornia, United States2-10 Employees

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 serve as trustee, executor, attorneys–in-fact under a power of attorney, personal representatives, and in other legal representative positions. We also provide supportive services to those serving in those positions. We bring our clients a comprehensive set of skills, a holistic perspective on quality of life, and embrace a multiple-disciplinary team approach. We take pride in our ability to handle complex administrations, accountings and finances. We provide personalized services, objectivity, and peace of mind, using strategic thinking, good judgement, integrity and heart.

It is our duty and honor to protect the wishes and best interests of those we represent.

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