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Santa Barbara Fiduciary
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Lindsay's Business Card
Our Brochure
What People Say
Articles
At Santa Barbara Fiduciary, we are passionate about setting individuals up for success. Knowledge is power, and education is the fundamental precondition for determining if we’re a good fit.
How a Private Professional Fiduciary Can Help Today
What Qualifications Should a Private Professional Fiduciary Possess
Why Hire a Private Professional Fiduciary
Private Professional Fiduciaries as Revocable Living Trust Successor Trustees
Fiduciary Services
Don’t take it from us – learn what the Professional Fiduciary Bureau (PFB) has to say on the topic of professional fiduciaries.
PFB Brochure - What is a professional fiduciary
PFB - What You Should Know
Successor Fiduciary Appointment Planning
At Santa Barbara Fiduciary, we expect our clients to have key shared values that maintain our culture meaningful work and meaningful relationships. We’re not for everyone, but for those that resonate with are values, we’re perfect.
Infographic: Our Process
Infographic: Important Information
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For Professionals
The variety of valuable resources on this page pertaining to fiduciary services & estate plan implementation will give you a glimpse of the many benefits Santa Barbara Fiduciary can provide.
Protect Your Clients
