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Who We Are

Santa Barbara Fiduciary was founded in 2009 by Lindsay Leonard based on the journey and challenges she faced here in Santa Barbara while taking care of her grandmother during her final life transition. After earning her degree in Biological Sciences from U.C. Santa Barbara, Lindsay worked in the research and development of pharmaceuticals and as a financial analyst. Lindsay has spent much of her life supporting others along their paths. Being a private professional fiduciary is her calling.

What We Do

A private professional fiduciary is an individual who can serve as a legal agent in making financial, health care, and quality of life decisions to protect client wishes and put their best interests first. At Santa Barbara Fiduciary, we help clients navigate life transitions by providing objective, personalized services and unlimited choices. We are flexible and capable of acting quickly on our clients’ behalf. We serve as trustworthy advocates for the elderly and individuals in need.

What People Say

Lindsay Leonard is intelligent, compassionate, and has the highest level of integrity. She has excellent financial management… read more

—Susan McCollum, Hollister & Brace

Lindsay Leonard is a caring, thorough and hard working team member. She has been a great asset to our probate and estate… read more

—Barbara Liss, Law Office of Christopher C. Jones

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Affiliations

UC Santa Barbara B.S. Biological SciencesUC Santa Barbara

California Licensed Private Professional Fiduciary #470California Licensed Private Professional Fiduciary #470

Santa Barbara Estate Planning CouncilSanta Barbara
Estate Planning Council

Certificates in Professional Fiduciary Mgt for Trustees & ConservatorsCertificates in Professional Fiduciary
Mgt for Trustees & Conservators

National Certified GuardianNational Certified
Guardian

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