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
—Susan McCollum, Hollister & Brace
—Barbara Liss, Law Office of Christopher C. Jones