If you have parents or grandparents who are in their declining years, you may begin to feel overwhelmed by the magnitude of changes that are taking place in their lives. It is truly a time of entering the unknown, because none of you has likely experienced this before in the roles you now occupy. Their independence begins slipping away as simple tasks—shopping, driving, preparing meals—suddenly become unmanageable because of increasing forgetfulness or a broken hip from a fall.
The task of paying bills turns into a nightmare even if there are sufficient funds—somewhere. Who understands your mother’s accounting system? What happened to your father’s veteran’s benefit checks? Why has the Social Security Administration decided that your grandmother has passed away? Managing finances is all the more difficult when your grandmother lives on the West Coast and you live on the East Coast.
While you are treading water with all this, new complications spring up—the medical tests have come back positive; the caregiver has quit. Floundering in the unknown, you need a guide. Someone who has been through it before.
We at Santa Barbara Estates Services have been there, both personally and professionally. After caring for her much-loved grandmother through her declining years, Lindsay Leonard became a licensed California Professional Fiduciary and a National Certified Guardian. She also earned certifications in Professional Fiduciary Management for Conservators and Trustees. As head of Santa Barbara Estates Services, Lindsay has streamlined all the necessary aspects of
- Professional Fiduciary Services
- Executor and Trustee Assistance and
- Elder Preparedness
into an intelligent, quantifiable system that is sensitively customized to your family’s needs. Lindsay’s experience and empathy will enable you and your loved one to enjoy the remaining time you have together even as the landscape changes dramatically around you.
Check our testimonials, and contact us with your concerns.
