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. Since that time, I have continued to serve as a private professional trustee or Agent Under Power of Attorney in both California and Texas.
Services
Accepting New Clients
Yes
Accepts Trusts/Business in Other States
Yes
Services Offered
Trustee, Trustee - ILIT, Trustee - Successor, Trustee - Coach / Consultant, Trust Protector, 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 AssetsContact Linda
805-451-7775
18 Sapling Place The Woodlands, Texas 77382
