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. Since that time, I have continued to serve as a private professional trustee or Agent Under Power of Attorney in both California and Texas.


Accepting New Clients


Accepts Trusts/Business in Other States


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 Assets

Contact Linda


18 Sapling Place The Woodlands, Texas 77382

Send an email to Linda


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