Santa Barbara Fiduciary is entrusted with property and power for the benefit of their clients' financial and personal matters, such as managing daily finances, investments, assets, taxes and medical/healthcare decisions. We serve as advocates and in legal positions of trust, including trustee, power-of-attorney, and health care agent to manage, protect, and distribute assets according to our clients wishes. Our clients are predominantly seniors facing diminishing capacity.
FLYER/POST CARD SHOULD BE CONSISTENT WITH THE LOOK OF OUR WEBSITE! SantaBarbaraFiduciary.com
Target Audience: Local Professionals (can be all of the below or just estate planning attorneys).
(1) Estate planning attorneys- generally those in small to medium sized practices with similar values as ours - ie not a big corporation.
(2) CPAs - in particular those working with the elderly, those who do fiduciary returns in addition to individual returns, and especially those who prepare 706 Estate Tax returns.
(3) Financial advisors with elderly clients.
Provide for loved ones
Protect assets passing to surviving spouses/heirs
Death and distributions on their terms
Value objectivity, availability, and accountability.
Flexibility: we can keep a client’s independent team of advisors in place - ie we don’t custody anything/do everything in-house like a corporate (bank) trustee
Seeking an experienced, qualified professional to act as an advocate.
Want to avoid possibly burdening family or friends. Cognizant any potential issue with family dynamics. (Possibly no qualified friends/family to assist.)
Desires high standards of ethics and practice
Holistic, constructive team approach
Preserving both the family legacy and the family relationships
Succession should be designed to be harmonious and efficient; not leaving doors wide open to disputes and factions.
Beneficiaries should receive what you desire them to have, not to have it swallowed up in unnecessary taxes, costly disputes, or unreasonable creditor action given our litigious society.