After my mother passed away in April of 2021, I became the trustee of a complicated family trust, and I literally did not know the first thing to do… Lindsay’s intelligence and expertise in her field, along with her keen attention to detail saved me many hours of anxiety and frustration…I feel so fortunate to have found Lindsay Leonard. She truly made my life easier and more worry-free during this difficult time. Thank you, Lindsay! read more
My name is John Michael Koelsch, a retired Los Angeles Policeman and I’m writing this on behalf of Lindsay Leonard. Over a year ago, I came to Lindsay to help me with my financial and legal affairs and I’m so glad I did so. Lindsay is a dedicated, loyal, and experienced fiduciary who is truly concerned with meeting your needs above all. I would highly recommend Lindsay to anyone in need of help with financial or legal affairs due to her breadth of knowledge in this industry, work ethic, personable nature and genuine desire to make sure you are happy and comfortable. I continue to be impressed with the level of service that Lindsay provides me, ensuring that there are no questions left unanswered when determining the right decisions. Lindsay has gone above and beyond for me and I can’t thank her enough for how she has changed my life. Sincerely, John Michael Koelsch.
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…In 2012, as our parents entered their late 80s, my two brothers and I and our wives became very concerned about Mom and Dad’s ability to manage their financial and personal affairs. We had witnessed potential problems, including missed bill payments, lost checks, missed appointments, susceptibility to scams, and a general decline in our parents’ financial… read more
…My lawyer recommended Lindsay and is probably one of the best recommendations I’ve ever had in my life. She helped me navigate through all of the probate court proceedings, through all of the changing of names and title… She helped me through the process of retiring in this situation and I’m so incredibly grateful to her and I just don’t know where I’d be without her help… read more
Lindsay Leonard was an important part of the research team at Dunvegan Associates, Inc. She assisted in various aspects of the research process that we employ on a daily basis. Some of the more important functions she performed… read more
Lindsay Leonard joined the West Coast Asset Management team as a Junior Research Analyst intern in November 2007 and worked with us through the end of May, 2008. WCAM was founded in 2000 by Lance Helfert and Kinko’s founder… read more
… I observed Lindsay’s diligence in taking care of her grandmother for many years and appreciate the time and compassion Lindsay dedicated to making sure Norma’s wishes were honored even after her passing. Lindsay is an excellent communicator and I have always known her to be a generous and hard working individual with a passion to help others. read more
Lindsay is a great support and very knowledgeable about many aspects of financial and estate planning. She is thorough and timely with our projects and helped me tremendously. I highly recommend her services. read more
Working with your firm has been a rewarding experience. read more
Lindsay Leonard is a caring, thorough and hard working team member. She has been a great asset to our probate and estate management and one of our most valued “go to” resources. I recommend her work unequivocally, if you are in… read more
