CA licensed private fiduciary. Sole practitioner for approximately 10 years. Practice includes trust and estate administration, Conservatorships, POA and senior care management.

Services

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

Yes

Services Offered

Trustee, Trustee - Special Needs, Trustee - ILIT, Trustee - Successor, Trustee - Coach / Consultant, Estate Executor / Administrator

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Hold Medical Power of Attorney, California Licensed Professional Fiduciary, Alternate Assets (i.e. art, crypto)

Contact Courtney

8058043131

132 E. Figueroa Santa Barbara, CA 93101

Send an email to Courtney

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