I had no idea how blessed we all would be by having Courtney and Stacey come in to our lives. They navigated a very complicated situation with flawless finesse and assisted me in getting my Grandparents into an overall better situation.
Jeff O'Brien

Professional Fiduciary Services 

Our comprehensive elder care and aging well services are geared toward our individual client’s needs. We serve a variety of populations, including at-risk seniors, those who wish to age in their own homes, individuals suffering from mental and or/ emotional challenges, those suffering from substance abuse, adults vulnerable to exploitation or abuse, isolated adults and other vulnerable populations. 

Fiduciary Services

Contact:

ph: (805) 966-0073 
fx: (805) 585-5413
email: [email protected]

Office Location:

1482 East Valley Road
Suite 16
Montecito, CA

Mailing Address:

PO BOX 92110
Santa Barbara, CA 93190