At Santa Barbara Fiduciary, we believe that life transitions should be harmonious, efficient and honor the planning, life and intent of the individual; not leave doors wide open to uncertainty, disputes and factions.
We seek to build meaningful work and meaningful relationships with individuals and families that share our core values, including integrity, kindness, generosity and the pursuit of an extraordinary quality of life.
We serve as a source of security, compassion and strength to elders, and those supporting them, through challenging life transitions by serving in legal positions of trust, including trustee, executor, power of attorney and health care agent. We take pride in our ability to handle accountings, manage complex assets, implement complex administration techniques, support elders, and utilize technology. We understand personal objectives and diligently implement succession plans.
