Lindsay Leonard

Santa Barbara Private Professional Fiduciary

Santa Barbara Private Professional Fiduciary Lindsay Leonard
Lindsay Leonard
Private Professional Fiduciary

Professional Fiduciary (CA License PF470)
Registered Trust & Estate Practitioner (TEP)
Santa Barbara Fiduciary, Owner | Founder
[email protected]com
805.308.6842

Dedicated, driven, and results-oriented, I bring over 12+ years of experience as a trust and fiduciary officer and a comprehensive understanding of sophisticated estate, financial, and tax planning strategies to Santa Barbara Fiduciary.

I founded Santa Barbara Fiduciary right after I finished my own personal journey caring for, and losing, my grandmother- my rock, best friend and mentor. Taking care of her was an emotional ride, fraught with challenges, mistakes and exhaustion. I was constantly afraid of litigation stemming from a dysfunctional family, felt like I was having to re-invent the wheel and was regularly trampled on. Thankfully, I survived all my challenges, and now give back by delivering efficient and quality-oriented systems and services to clients and their loved ones navigating this stage of life.

Before founding Santa Barbara Fiduciary, I worked as a research intern at an early stage biotechnology company focused on next-generation antibody therapeutics and at a publicly held biotech company in Foster City focused on the research and development of novel immunotherapies for the treatment of cancer.

When I moved back to Santa Barbara to take care of my grandmother, I held junior financial analyst positions at two well-known asset management firms in the Santa Barbara area, where I  performed intensive investment research and analysis of companies, products and industries as a junior financial analyst.

I have been a licensed California Professional Fiduciary since 2010 and have certifications in Professional Fiduciary Management for Conservators and Trustees. I am a National Certified Guardian, a fully registered Trust & Estate Practitioner (TEP), and am a member of the Santa Barbara Estate Planning Council.

Areas of Practice

  • Fiduciary Appointments (including serving as Trustee, Executor, Financial Power of Attorney and Health Care Agent)
  • Trust and Estate Administration Assistance
  • Accounting and Financial Concierge Services
  • Successor Fiduciary Appointment Planning

Education

  • University of California Santa Barbara, Bachelor of Science in Biological Sciences with an emphasis in molecular, cellular and developmental biology and immunology, 2005

Licenses & Certificates

  • Licensed California Professional Fiduciary (PF#470), 2010
  • Certification in Professional Fiduciary Management for Trustees, 2010
  • Certification in Professional Fiduciary Management for Conservators, 2010
  • National Certified Guardian, since 2010
  • Registered Trust and Estate Practitioner (TEP), since 2017

Professional Associations and Memberships

  • Santa Barbara Estate Planning Council member since 2015

Outside of the office, I enjoy cross country running, particularly in the mountains and on the beaches of Santa Barbara with my doberman, Lexa. I have a Firearms Safety Certificate and maintain survival, defense, and firearms training. I am passionate about international travel and have a long bucket list of foreign languages to learn.

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