Santa Barbara Fiduciary is a professional fiduciary services firm specializing in trust and estate administration, financial management, and elder support for individuals, families, and professionals. With over 11 years of experience, the firm stands out for its holistic, compassionate approach to navigating complex life transitions, ensuring clients’ wishes are honored with clarity and integrity.
The firm empowers clients to live confidently through significant changes by offering objective, skilled advocacy in legal and financial matters. Santa Barbara Fiduciary serves a diverse clientele including elders, families, business owners, and institutional clients, focusing on preserving wealth, reducing family conflict, and implementing tailored plans with technical excellence and modern tools.
Services Offered
- Fiduciary Appointments (Trustee, Executor, Durable Power of Attorney, Health Care Agent)
- Trust & Estate Administration Assistance
- Accounting and Financial Concierge Services (bill payment, tax records, account tracking)
- Successor Fiduciary Appointment Planning
- Elder Support and Preparedness (health, caregiving, end-of-life decisions)
- Complex Assets Management (real estate, businesses, international investments, collectibles)
- Complex Administrations (LLPs, ILITs, GRATs, QTIPs)
- Estate Plan Implementation
- Legal Planning
- Financial Consulting
- Professional Partnership Services for advisors and institutions
Based in Santa Barbara, California, the firm serves the local community and clients requiring sophisticated fiduciary support, utilizing a team approach that emphasizes stewardship, transparency, and continuity in managing both straightforward and highly complex estates.
