Certified Indpendent Trustee
From 2004-2008, I was employed as a Trust Officer and Assistant Vice President for the Wealth Division of Montecito Bank and Trust and served in those capacities for Rabobank, N.A. from 2008-2009. In 2010, I became licensed in California as a Private Professional Fiduciary by the Professional Fiduciaries Bureau under the California Department of Consumer Affairs, and I have continued to serve as a private professional trustee or Agent Under Power of Attorney for the past 12 years in both California and Texas. Although I now live in Texas, I continue to retain my California license and I maintain errors and omission liability insurance.


Accepting New Clients


Accepts Trusts/Business in Other States


Services Offered

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

Types of Trusts / Specialties

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

Contact Linda


18 Sapling Place The Woodlands, TX 77382

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