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Heeding the Call – The Story of California Professional Fiduciaries

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Heeding the Call – The…

Jun182021

Fiduciary Services

Heeding the Call: The Story of California Professional Fiduciaries is a 15 minute video, produced in 2020, intended to describe how the profession started and how California fiduciaries work with clients, families, attorneys and the courts.

Category: Fiduciary ServicesBy Santa Barbara Fiduciary June 18, 2021

Tags: #estateplanning #santabarbarafiduciary professionalfiduciary

Author: Santa Barbara Fiduciary

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

— Doreen Maulhardt, Carpinteria, California

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.

— John Michael Koelsch, Client

…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

— Robert M. Sawyer, Sacramento, California

…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

–Virginia Anders, Client

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

—A.C. Moore, Dunvegan Associates

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

—Atticus Lowe, Chief Investment Officer, West Coast Asset Management

Heeding the Call – The Story of California Professional Fiduciaries

Author: Santa Barbara Fiduciary

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