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  • Home
  • Services
    • Fiduciary Appointments
    • Trust & Estate Administration Assistance
    • Accounting and Financial Concierge Services
    • Successor Fiduciary Appointment Planning
    • For Professionals
  • About company
  • Team
  • News
  • Testimonials
  • Resources
  • Q & A
  • Contact
  • REQUEST CONSULT

Monthly Archives: April 2022

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Who Will Carry Out Your Wishes if Family Is Not the Answer?

Sucessor Fiduciary Appointment PlanningBy Santa Barbara FiduciaryApril 3, 2022

Choosing the right person to manage your affairs when you die or if you become incapacitated isn’t easy. It can be even more challenging if you aren’t married and don’t have appropriate family members available to step in. Your parents, children or siblings may either not be available, or not the right fit. Or maybe…

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