Santa Barbara Fiduciary is a trusted and experienced professional fiduciary service provider in Santa Barbara, CA. With a dedicated team of experts, including a knowledgeable owner and founder with over 14 years of experience in trust and fiduciary services, they offer comprehensive assistance in trust and estate administration, accounting, financial concierge services, and successor fiduciary appointment planning.
Their team consists of detail-oriented professionals, including a client services specialist, an accounting expert with over 27 years of experience, an esteemed estate planning and probate paralegal advisor with 45 years of legal training, and a dedicated security officer. Together, they provide high-touch customer service, ensuring that clients' financial affairs are handled with precision and care.
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