Meet Lexa. Lexa heads client greetings, security, and example napping behavior. Does she look mean? Nah. Just tenacious. About providing affection and earning it in return.
Barbara is our esteemed former estate planning, trust administration, and probate paralegal advisor. Now formally retired, she holds an honorary role with Santa Barbara Fiduciary in recognition of her lasting contributions and mentorship. With over 45 years of experience in the legal field, Barbara brought exceptional insight to her work on estate planning documents, real…
Blair is a junior at the University of California, Santa Barbara, where she is majoring in Economics and Accounting. She brings both academic rigor and hands-on experience to her role, having interned in UCSB’s Department of Developmental Science and at a remote accounting firm. Her past work has included supporting financial reporting, bookkeeping, alumni development,…
Wendy brings over twenty eight years of experience in banking, finance, and accounting to our team, with a dedicated and detail-oriented approach to administrative and fiduciary support. Her background includes extensive work in trust and fiduciary accounting, where she has collaborated with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document trust and…
Lindsay is a California Licensed Professional Fiduciary with over sixteen years of experience serving in legal positions of trust, including trustee, agent under power of attorney, and executor. She is the founder of Santa Barbara Fiduciary, a boutique firm known for thoughtful, detail-oriented support in complex trust and estate administrations. Lindsay and her team specialize…
