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.
When you chose Santa Barbara Fiduciary to serve your fiduciary needs, you and your family benefit not only from our experience, expertise, and leadership, but also from these unique advantages:
- Best-in-class services
- Driven & hard working team
- Technology & innovation
- Empathy & heart
- Commitment to education
My grandmother, Norma Richey Bayes, was my first best friend, mentor, and my rock – Santa Barbara Fiduciary is what I sometimes refer to as her ‘parting gift’ to me.
My grandmother was my inspiration throughout life. She carried herself with dignity, strength, and class. She swayed social circles with commanding powers, grace, and elegance. She might not have been an easy person to please, but there wasn’t a better feeling in the world that earning her love and respect.
As she told the story, I was eight days old when we first met, on account of my mom wanting her independence around the time I was born. On this day, started one of the truest and deepest relationships of my life. As the eldest of four children in a family with separated parents, there was hardly a week of my childhood that went by when she wasn’t close by. As dysfunction pulled my family further and further apart, my grandmother and I always remained very close.
Around the time that I graduated high school, my grandmother was diagnosed with blood cancer, something she didn’t speak much about. My granddad passed several years prior and I decided that I would attend UC Santa Barbara. I regularly helped her with shopping, errands, and general tidying up and, almost always, we enjoyed ‘Sundowner Specials’ at The Beach House on Thursday nights.
After graduating UC Santa Barbara, I moved up to San Francisco to pursue a career in biotechnology. This is when I really began to notice that, for her, my ‘occasional help’ evolved in to essential support. I started noticing an increase in her confusion during our phone calls. On one of these calls, she referenced a person from the gas company stopping by the house and telling her that she had an outstanding bill of about $600, and if she didn’t pay immediately, the utility would be cut off. Concern escalated to infuriation, when the gas company, instead of helping me determine how much to pay them, refused to provide me a figure and demanded something called a power-of-attorney. On a visit to her shortly thereafter, I was devastated to find only several frozen meals in her freezer, and the minimal food in the refrigerator rotting. To add to the complication, she was adamant about not having caregivers, and regularly refused to let them in when I later tried to engage their services as her power-of-attorney. Adding to the heartbreak, she started leaving notes around her house for my granddad, as if he were still alive.
I knew that being there for my grandmother in her decline was the least I could do to repay the twenty-something years that she had given me her everything. I moved back to Santa Barbara to take care of her and applied my science research skills to obtain a research position with an investment company, knowing that Santa Barbara was expensive and I needed to learn about money (as a biology major, I knew little about return on investment, but taking out $25,000 in school loans to get a $40,000 salary in biotech, had been hugely disappointing and made no sense to me.)
The unspoken bond between me and my grandmother, that I would be there for her ‘in the end,’ became a serious commitment and a challenging passage into the unknown. I began to look to my dad for answers to the many struggles I faced supporting her. His consistent answer, his ‘solution,’ throughout that time was, “write that down, you are learning so much and can help others.” This, of course, infuriated me at the time, but stuck with me.
My grandmother passed away in my arms in May of 2008. The last thing I wanted to do was continue the difficult and complex job of managing her personal affairs and finances, pour time into record keeping and organization, and actively communicate with beneficiaries, banks, etc.- I didn’t want to communicate with anyone. Acting as trustee, power-of-attorney, and health care agent was one thing when she was alive, when it benefited her directly but another thing a once the woman I consider my mother, the person who loved me the most and whom I loved the most, was gone. The void of her absence still weighs heavily in my life.
The most difficult challenge I faced in life became the foundation for Santa Barbara Fiduciary and one of my greatest strengths. Overcoming this ultimate test, manifested in to an emotionally rewarding, fulfilling and meaningful career: another gift my grandmother gave me; her ‘parting gift.’
At Santa Barbara Fiduciary, we work to honor and uphold the legacies of our clients. It’s my personal mission to know that, if there is a heaven, and she ever looks down on me, she would continue to love, respect, and be proud of me.
Dedicated, driven, and results oriented, Lindsay has a proven track record in business development, her license as a private professional fiduciary, over twelve years of experience as a trust and fiduciary officer, and a comprehensive understanding of sophisticated estate, financial, and tax planning strategies.
Lindsay is a graduate of the University of California Santa Barbara where she earned a B.S. degree in Biological Sciences with an emphasis in molecular, cellular and developmental biology and immunology.
She has work experience as research intern at an early stage biotechnology company focused on next generation antibody therapeutics where her work provided the fundamental data used in the company’s 2003 patent submission. She has also worked as a Research Associate at a publicly held biotech company in San Francisco focused on the research and development of novel immunotherapies for the treatment of cancer. As a junior financial analyst at two well known asset management firms in the Santa Barbara area, Lindsay performed intensive investment research and analysis of companies, products and industries under consideration.
As the eldest of four siblings and the sole care over-seer for her grandmother, Lindsay has chosen to spend much of her life believing in others and supporting them along their paths. Through a variety of supportive positions, both professional and personal, she has developed great attention to detail, strong organizational skills and the ability to multi-task with speed, ease and efficiency while remaining calm and enthusiastic. She has experience directly supporting executives, in managing communications, preparing research, project analysis and organization. Lindsay has also worked with high profile individuals and has respect for the fact that all clients value their privacy.
Lindsay became a licensed California Professional Fiduciary in 2010 after earning certifications in Professional Fiduciary Management for Trustees and Professional Fiduciary Management for Conservators. She is a National Certified Guardian, a fully Registered Trust and Estate Practioner (STEP), and member of the Santa Barbara Estate Planning Council.
Lindsay enjoys cross country running, particularly in the mountains and beach of Santa Barbara with her doberman, Lexa. She has her Firearms Safety Certificate and maintains survival, defense, and firearms training. Lindsay is passionate about international travel and has a long bucket list of foreign languages to learn.
…In 2012, as our parents entered their late 80s, my two brothers and I and our wives became very concerned about Mom and Dad’s ability to manage their financial and personal affairs. We had witnessed potential problems, including missed bill payments, lost checks, missed appointments, susceptibility to scams, and a general decline in our parents’ financial… read more
…My lawyer recommended Lindsay and is probably one of the best recommendations I’ve ever had in my life. She helped me navigate through all of the probate court proceedings, through all of the changing of names and title… She helped me through the process of retiring in this situation and I’m so incredibly grateful to her and I just don’t know where I’d be without her help… read more
Lindsay Leonard was an important part of the research team at Dunvegan Associates, Inc. She assisted in various aspects of the research process that we employ on a daily basis. Some of the more important functions she performed… read more
Lindsay Leonard joined the West Coast Asset Management team as a Junior Research Analyst intern in November 2007 and worked with us through the end of May, 2008. WCAM was founded in 2000 by Lance Helfert and Kinko’s founder… read more
… I observed Lindsay’s diligence in taking care of her grandmother for many years and appreciate the time and compassion Lindsay dedicated to making sure Norma’s wishes were honored even after her passing. Lindsay is an excellent communicator and I have always known her to be a generous and hard working individual with a passion to help others. read more
Lindsay is a great support and very knowledgeable about many aspects of financial and estate planning. She is thorough and timely with our projects and helped me tremendously. I highly recommend her services. read more