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. Luckily, I came across a glowing recommendation for Lindsay Leonard and made a call to Santa Barbara Fiduciary. Lindsay’s intelligence and expertise in her field, along with her keen attention to detail saved me many hours of anxiety and frustration. She was extremely helpful in explaining what I needed to do, offering assistance and reminders along the way. Along with maintaining all the necessary records, she also assisted in communicating with my lawyer, tax preparer, and other necessary professionals, which was tremendously helpful. I highly recommend Santa Barbara Fiduciary who helped me with the following services:
- Accounting services – maintaining records of all trust transactions, maintaining an accurate bookkeeping ledger with descriptive notations of all trust income and receipts, and financial reporting, as appropriate.
- Fiduciary guidance – reviewing, gathering, and understanding pertinent estate planning documents, determining assets, inventorying assets, help working through beneficiary issues, assistance/guidance through sale of home including help obtaining and maintaining proper insurance.
- Facilitating communications and follow-up with attorney and other professionals.
- Assistance with organization and reporting of tax information for accurate & prompt filings, record keeping, passwords & insurance.
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!