Monthly Archives: June 2021

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Heeding the Call – The Story of California Professional Fiduciaries

Fiduciary ServicesBy Santa Barbara Fiduciary June 18, 2021

Heeding the Call: The Story of California Professional Fiduciaries is a 15 minute video, produced in 2020, intended to describe how the profession started and how California fiduciaries work with clients, families, attorneys and the courts.

Wills vs Trusts: Understanding the Difference

Fiduciary Services, Sucessor Fiduciary Appointment Planning, UncategorizedBy Santa Barbara Fiduciary June 17, 2021

People often come to my office, recognizing the terms “trust” and “will,” but without a clear understanding of their differences. Learning more about these documents – and how they differ and how they can complement each other – will help you build a better estate plan for you and your family.

Monthly Archives: June 2021

Heeding the Call – The Story of California Professional Fiduciaries

Wills vs Trusts: Understanding the Difference

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