Advance Health Care Directives: The Hidden Piece to Your Estate Plan
Your will, trust and POA aren’t the only things you need in your estate plan. Here’s what you need to know about advance healthcare directives.
3 Things You Should Know About Being A Trustee
3 Things You Should Know About Being A Trustee If you’ve been designated as the Trustee in an estate plan, you might be wondering what comes next. And if you’re not, you should be. Because being a Trustee is serious business. In very basic terms, you have been appointed to administer a trust…
Start Today with Remote Successor Fiduciary Appointment Planning
In case you haven’t heard… now is a great time to ensure you have an up-to-date plan in place to manage risks and ensure your wishes are honored if you become unavailable for any reason. Does your estate plan identify the people in your life that you trust have the skills, availability, objectivity and fortitude…
Storing Your Estate Planning Documents – What to Do and What Not To Do
So you’ve finally gotten through the initial step of creating and executing your estate planning documents. Now you’re wondering where should you store the originals. The answer is really simple—in a safe and accessible place. But what does that mean exactly? This article provides tips and insights to help make sure that all the work you’ve put in to creating a thoughtful and meaningful estate plan serves you, by ensuring that your documents are safe, accessible and available to your successor agent(s) when they need them.
Self-Care for You & Your Affairs – Infographic
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Self-Care for You and Your Affairs Amid COVID-19
Today’s COVID-19 pandemic is a reminder that everyone is vulnerable to disease, uncertainty and loss.
Our Commitment to Serving You (COVID-19)
Please know that your safety and peace of mind is our priority. We’re here to support you in any way we can.
Why Hire A Private Professional Fiduciary?
Lindsay Leonard, a California licensed private professional fiduciary, has continuously offered her services to the public for the last 10 years. In that time, she encountered many situations where families struggled with their own internal dynamics during periods of rapid, cumulative changes. Those shifting components led her clients to seek outside assistance, which eventually brought them to…
Montecito Journal: Feature – Vol 26 Issue 7
Check out our Feature in this week’s edition of the Montecito Journal!
February 13 – 20, Vol 26 Issue 7 [Village Beat]
“UCSB grad Lindsay Leonard thanks grandmother for 11 years of success at helm of Santa Barbara Fiduciary, p. 32”
What Qualifications Should a Private Fiduciary Possess?
Download/Print Article Here Lindsay Leonard, a California licensed private professional fiduciary, has continuously offered her services to the public for the last 10 years. In that time, she encountered many scenarios where families struggled with their own internal dynamics during periods of rapid, cumulative changes. Those shifting components led her clients to seek outside…
