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  • Home
  • Services
    • Fiduciary Appointments
    • Trust & Estate Administration Assistance
    • Accounting and Financial Concierge Services
    • Successor Fiduciary Appointment Planning
    • For Professionals
  • About company
  • Team
  • News
  • Testimonials
  • Resources
  • Q & A
  • Contact
  • REQUEST CONSULT

Tag Archives: professionalfiduciary

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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…

Heeding the Call – The Story of California Professional Fiduciaries

Fiduciary ServicesBy Santa Barbara FiduciaryJune 18, 2021

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.

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