When my sister was going through a very difficult time [having lost her daughter and her husband in less than a year and a half] she turned to Lindsay Leonard of Santa Barbara Estate Services for assistance in organizing her financial affairs. My sister had been Executive Director of a major Santa Barbara County non-profit organization for over twenty years and in that capacity managed their income and expenses and prepared all their necessary financial reports. But her personal situation had deteriorated to the point that she lost her home and often was paying hundreds of dollars in late fees each month.
Lindsay was able to quickly assess the problems and to establish a budget plan that my sister was comfortable following. She prepared easy to understand financial documents and helped my sister feel like she was in control again.
I came to know Lindsay during the past year as my sister’s physical condition deteriorated. I found her spreadsheets and reports enormously helpful but even more importantly, I think, it was Lindsay’s warmth and compassion that meant the most to us. We enjoyed her visits immensely and looked forward to any excuse to see or to talk with her. Although my sister passed away July 1, Lindsay has graciously taken my calls and has provided me with information and advice whenever I’ve asked. The services she has provided us far exceed the amounts she has billed us for and I will forever hold her as the standard by which all others should be measured.