Testimonials
What Clients Say
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
— John Michael Koelsch, Client
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… read more
— Robert M. Sawyer, Sacramento, California
…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
–Virginia Anders, Client
…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
—A.C. Moore, Dunvegan Associates
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
—Atticus Lowe, Chief Investment Officer, West Coast Asset Management
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
… I observed Lindsay’s diligence in taking care of her grandmother for many years and appreciate the time and compassion Lindsay dedicated to making sure Norma’s wishes were honored even after her passing. Lindsay is an excellent communicator and I have always known her to be a generous and hard working individual with a passion to help others. read more
—Catherine Carpizo, Client
Lindsay is a great support and very knowledgeable about many aspects of financial and estate planning. She is thorough and timely with our projects and helped me tremendously. I highly recommend her services. read more
Working with your firm has been a rewarding experience. read more
—Barbara Liss, Paralegal, Eaton Jones and Michelon
Lindsay Leonard is a caring, thorough and hard working team member. She has been a great asset to our probate and estate management and one of our most valued “go to” resources. I recommend her work unequivocally, if you are in… read more
—Nadia Kinda, Certified Nurse Assistant and Home Health Aide
… (Lindsay’s) attention to detail and ability to quickly and efficiently find solutions reflect (her) commitment to being a resourceful and positive energy to those around you…. . read more
I was really thrilled with the work that Lindsay Leonard did. She was totally professional, totally punctual, had all the people organized to take care of everything I had asked for. Since I was arranging this from the opposite coast, it was… read more
My name is Kevin Gacomo. I live on the East Coast. My cousin passed away last year in Santa Barbara. The attorney that I hired to handle the estate found Lindsay from Santa Barbara Estate Services to clean out all of the personal effects… read more
For the past three years I have been managing my mother’s Estate. This has been one of the most challenging and emotionally demanding tasks I have ever faced. Lindsay was able to help me clarify what had become a rather tangled… read more
—Laurence Pinnolis Client, Santa Barbara
It is with profound affection that I want to thank you again for the devotion toward Barry and I during this extremely difficult time. We were both so grateful for the care and love that you demonstrated during these past few months. I… read more
Caregivers Becky, Irina, April, and Lindsay, along with others from the ALS Association and Hospice of Santa Barbara enabled Barry to stay at home until the end, showing him such loving care, compassion and genuine warmth. We are… read more
…thank you so very much for your kindness, caring and compassion each day spent with Barry during his difficult journey. Your big heart made each day count for something special and your generosity of spirit will never be… read more
We are pleased that we chose Lindsay Leonard… She assisted us through all phases of amending our trusts… interfacing with attorneys and medical professionals, safeguarding our documents… and [creation of] concise medical… read more
It’s a pleasure to recommend Lindsay Leonard to anyone who needs help in finishing up the major projects that have to do with settling an estate… My name is Douglas Bernon and I was appointed the trustee for the Harriet Miller Estate… read more
—James F. Cote, Esq.
Lindsay provided invaluable help on a probate on which I served as the Executor. I was faced with a residence filled with 50 years of files, furniture and personal belongings, computers and electrical equipment, ham radios and towers… read more
Lindsay is a compassionate and diligent estate representative. She has given individualized attention to each client we’ve introduced to her and provided warm, considerate and respectful assistance to the most vulnerable of people at… read more
—Cristi Michelon
Lindsay is an exceptional individual. The caring, dedication and support that she provides to her clients is remarkable. I have worked with Lindsay several times and recommend her highly to my clients that need her services. Lindsay is… read more
—Susan McCollum
Lindsay Leonard is intelligent, compassionate, and has the highest level of integrity. She has excellent financial management ability as well as a caring and personalized approach to serving her clients. She is responsive… read more
—Matthew Berger
I have hired Lindsay Leonard of Santa Barbara Estate Services on two separate occasions to handle two separate matters for an elderly client, first to find an assisted care facility as my client exhibited signs of dementia, which… read more
When my sister was going through a very difficult time [having lost her daughter and her husband in less than a year and a half] she turned to Lindsay Leonard of Santa Barbara Estate Services for assistance in organizing her financial… read more
Write about your experience
[contact-form-7 404 "Not Found"]
