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  • Home
  • Services
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    • For Professionals
  • About company
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Tag Archives: estateplan

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Who Will Carry Out Your Wishes if Family Is Not the Answer?

Sucessor Fiduciary Appointment PlanningBy Santa Barbara FiduciaryApril 3, 2022

Choosing the right person to manage your affairs when you die or if you become incapacitated isn’t easy. It can be even more challenging if you aren’t married and don’t have appropriate family members available to step in. Your parents, children or siblings may either not be available, or not the right fit. Or maybe…

Montecito Journal: Feature – Vol 26 Issue 7

In the NewsBy Santa Barbara FiduciaryFebruary 14, 2020

Check out our Feature in this week’s edition of the Montecito Journal!

February 13 – 20, Vol 26 Issue 7 [Village Beat]

“UCSB grad Lindsay Leonard thanks grandmother for 11 years of success at helm of Santa Barbara Fiduciary, p. 32”

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