Santa Barbara Fiduciary

Address

1206 Coast Village Circle Suite 1

Website

www.SantaBarbaraFiduciary.com

Phone

805-308-6842

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 in fiduciary appointments such as trustee, executor, durable power of attorney, and health care agent, to help preserve and distribute our clients' assets the way they want - both during their lifetime and the lifetimes of those important to them. We assist executors, trustees, and guardians to administer estates and trusts in an organized, timely, tax-efficient manner, while seeking to minimize fiduciary stress, reduce family conflict, and help to preserve positive personal and family legacies. We take pride in our ability to handle complex administrations, accounting, and finances. We deliver high quality work product using strategic thinking, good judgment, and integrity.