Lindsay Leonard of Santa Barbara Estate Services became a licensed California Professional Fiduciary this year and earned certifications in Professional Fiduciary Management for Conservators and for Trustees. She also became a National Certified Guardian and joined the Professional Fiduciary Association of California. These credentials will allow her to enhance the scope of services offered to existing clients and expand her practice to a wider audience.
Santa Barbara, CA (PR WEB) December 7, 2010 — Lindsay Leonard of Santa Barbara Estate Services has earned several new certifications and licenses that will allow her to expand her practice and better serve her clients. These credentials include earning her California Professional Fiduciary License, certifications in Professional Fiduciary Management for Conservators and for Trustees, and becoming a National Certified Guardian. In addition, she has become a member of the Professional Fiduciary Association of California. These new credentials allow Leonard to act for more than two clients at a time as power of attorney, trustee, health care agent, conservator and administrator.
Since 2008, the State of California has required non-family fiduciaries to become licensed by taking an exam and passing thirty hours of coursework. Leonard earned her California Professional Fiduciary License this year. She also became a National Certified Guardian through the Center for Guardianship Certification. This national organization ensures that its Certified Guardians meet certain qualifications and that they adhere to specific standards and ethics. These new credentials assure the court system and her clients that she is held to the highest standards and ethics. It also signifies that she has significant knowledge of the intricacies involved in her role as fiduciary for her clients.
Through California State University Fullerton, Leonard earned certifications in Professional Fiduciary Management for Conservators and for Trustees. These certifications required over 70 hours of coursework as well as continuing education. This coursework ensures that fiduciaries have a full understanding of legal and ethical considerations as well as the standards and practices involved with this profession.
According to Lindsay Leonard, “I had a number of current clients on my waiting list for these services and am excited that I can offer them to a wider public now.” Lindsay Leonard formed Santa Barbara Estate Services as a direct result of the experience of working with her grandmother as she aged. Today her company offers a wide range of services for those handling the affairs of their elders. Her practice focuses on elder preparedness as well as executor and trustee assistance. Lindsay Leonard and Santa Barbara Estate Services are committed to compassionate and responsible care for elders and those who are managing their affairs.
These credentials will allow Leonard to expand the scope of services offered by Santa Barbara Estate Services. This is good news for her existing clients and for the public as well. In the State of California there are relatively few licensed professional fiduciaries in relation to the population and many of those are approaching retirement age. As the “baby boom” generation ages there will be significant demand for services such as those offered by Santa Barbara Estate Services.
