Get in touch
Let's Talk Through Your Situation
If you've recently been named a trustee and aren't sure where to start, I'd be glad to have a conversation about what the process actually looks like for your specific trust.
No obligation. No jargon.
The first conversation is simply about understanding your situation — the trust, the assets, the timeline, and where you feel most uncertain. From there, I can give you a clear picture of what's involved and whether I'm the right fit to help.
Location
Santa Barbara, California
Hours
Monday – Friday, 9:00 AM – 5:00 PM PT
I work with trustees throughout California, with a particular focus on Santa Barbara and the surrounding area.