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…
How a Private Professional Fiduciary Can Help Today
How a Private Professional Fiduciary Can Help Today Perhaps you’re astute enough to recognize the term “Private Professional Fiduciary” and already know that this is a wise alternative solution to naming family members as successor trustees in estate planning for a variety of smart reasons. Because those we love are often busy with their own…
Private Professional Fiduciaries as Revocable Living Trust Successor Trustees
Santa Barbara, CA (Santa Barbara Lawyer Magazine) December 2018 — Private Professional Fiduciaries as Revocable Living Trust Successor Trustees Frequently estate plan lawyers engage in discussions with clients about who to appoint as successor trustees for revocable living trusts. Just as frequently, those clients often want to designate their children, siblings or other family members to take…
Your Digital Legacy
Can you identify your digital assets? Could someone else in your place? Have you considered your digital legacy? By definition, digitial assets include digitally stored content and online accounts owned by an individual. Within just a few years, the value and importance of digital assets have soared. Why are digital assets important? Financial Value – Think Paypal/Venmo/Square…
All You Need To Know About Green Burial And Green Funeral Options
Happy Earth Day! Environmentally-friendly burials are gaining in popularity and becoming a viable option without interfering with traditions. Our office getting more and more inquiries about options and planning.
Being proactive with self-care
Greetings friends, clients, and colleagues! We are making an attempt to re-start our “monthly” newsletter. (We’ve been blessed with an ample of amount of growth and work this year which we thank you for!)
How to Avoid Administration Headaches from Outdated Sub-Trust Planning
So what happens when a spouse passes away with the former sub-trust estate plans from 20+ years ago? The trust administrator endures headaches and could spend a lot of time on unnecessary sub-trust allocations or administration complications.
