Lindsay is a California Licensed Professional Fiduciary with over sixteen years of experience serving in legal positions of trust, including trustee, agent under power of attorney, and executor. She is the founder of Santa Barbara Fiduciary, a boutique firm known for thoughtful, detail-oriented support in complex trust and estate administrations. Lindsay and her team specialize…

Wendy brings over twenty eight years of experience in banking, finance, and accounting to our team, with a dedicated and detail-oriented approach to administrative and fiduciary support. Her background includes extensive work in trust and fiduciary accounting, where she has collaborated with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document trust and…