TOP 30 Best Trusts and estates planning in Santa Barbara, California

Mercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers. With a team of talented wealth advisors, including Jonathan, Emi, Yvonne, Kelly, Stefani, Justin, Jeff, Nathan, Rishi, and Jade, the institution offers expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By overseeing and connecting all the dots of your financial life, Mercer Advisors aims to help clients achieve Economic Freedom™ and financial independence. Whether you're looking to protect and grow your wealth or plan for major life events, Mercer Advisors is here to guide you every step of the way. Visit their office at 222 East Carrillo Street to meet the team and start your journey towards financial peace of mind.

Monarch Wealth Strategies is a premier financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support. Trust Monarch Wealth Strategies to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Foronjy Financial is a reputable finance institution located at 401 Chapala Street in Santa Barbara, California, United States. With a team of experienced professionals, Foronjy Financial offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Foronjy Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Foronjy Financial to provide you with expert guidance and support in all your financial endeavors.

James Spach - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 136 West Canon Perdido Street in Santa Barbara, California. With a focus on personalized wealth management services, James Spach helps clients navigate their financial goals and secure their financial future. As a part of Ameriprise Financial Services, LLC, James Spach offers a wide range of financial services, including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James Spach is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

Edward Jones - Financial Advisor: Josh Kane, AAMS™ is a trusted financial institution located at 1905 Cliff Drive in Santa Barbara, California, United States. Specializing in personalized financial planning and investment strategies, Josh Kane, AAMS™ offers expert guidance and support to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Josh Kane, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Marc Gamberdella, located at 1424 State Street in Santa Barbara, California, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Marc, along with his team, focuses on understanding your goals and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for retirement. With expertise in financial and estate planning, the team at Merrill Lynch Wealth Management can help you manage, grow, and preserve your wealth for the future. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're preparing for major life events or simply looking to stay on track with your financial goals, Marc Gamberdella and his team are committed to helping you achieve what matters most to you. Please note that Marc does not provide legal or tax advice, and it is recommended to consult with your own legal and tax advisors before making any financial decisions.

The Werner Law Firm is a trusted California Estate Planning and Living Trust Law Firm located at 2655 First Street, Simi Valley, California. Since 1975, we have been providing expert legal assistance to clients in need of living trust or probate services. Our team of experienced living trust lawyers is dedicated to helping clients navigate the complexities of estate planning and ensure a smooth transition of property and wealth to their loved ones. Whether you need to create a living trust or require assistance with probate matters, our firm is here to help. We offer free consultations to discuss your specific situation and goals, and we work diligently to achieve the best outcome for you and your family. Our living trust lawyers are committed to providing peace of mind for years to come by setting up clear and comprehensive estate planning documents that reflect your wishes.

Hollister Law Office APC is a reputable law firm located at 228 West Carrillo Street in Santa Barbara, California. With a team of experienced attorneys, they provide high-quality legal services to clients in various practice areas. Whether you need assistance with estate planning, real estate transactions, business law, or civil litigation, Hollister Law Office APC is dedicated to helping you achieve your legal goals. Their personalized approach and commitment to client satisfaction set them apart from other law firms in the area. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Arnold S Jaffe Attorney at Law is a reputable law firm located at 330 East Carrillo Street in Santa Barbara, California. Specializing in various legal matters, Arnold S Jaffe offers expert legal representation and counsel to clients in need. With a strong track record of success and a commitment to providing personalized service, Arnold S Jaffe Attorney at Law is dedicated to helping clients navigate the complexities of the legal system. Whether you are facing a criminal charge, need assistance with a family law matter, or require guidance in a civil case, Arnold S Jaffe is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.

Klein DeNatale Goldner, located at 10000 Stockdale Highway in Bakersfield, California, has been a prominent institution in the community since 1953. With additional offices in Fresno, San Diego, and Santa Barbara, our team of experienced attorneys provide legal services to both businesses and individuals. Our firm has played a vital role in shaping the San Joaquin Valley, assisting in the growth of businesses and institutions, as well as guiding individuals through challenging times to help them secure better futures. Committed to the prosperity of the region, we offer a wide range of legal services tailored to meet the unique needs of each client.

Stephen K Hall & Associates is a reputable law firm located at 756 Santa Rosa Street in San Luis Obispo, California. With a team of experienced lawyers, they specialize in providing high-quality legal services to their clients. Whether you are in need of representation for a personal injury case, a criminal defense matter, or assistance with estate planning, Stephen K Hall & Associates is dedicated to helping you navigate the legal system with expertise and professionalism. Contact them today for a consultation to discuss your legal needs.

Milder Jonathan Law Offices is a reputable legal institution located at 301 East Cook Street in Santa Maria, California, United States. Specializing in various areas of law, the dedicated team at Milder Jonathan Law Offices provides expert legal counsel and representation to clients in need. With a strong commitment to achieving favorable outcomes for their clients, the lawyers at this institution are known for their professionalism, expertise, and dedication to justice. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Milder Jonathan Law Offices is here to help.

Locke Robert B is a reputable law firm located at 5290 Overpass Road in Santa Barbara, California. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in the Santa Barbara area. Whether you need assistance with a personal injury case, business dispute, or real estate transaction, Locke Robert B is dedicated to providing top-notch legal services tailored to meet your individual needs. Contact them today to schedule a consultation and see how they can help with your legal matters.

Charles M. Oxton, Esq. is a trusted institution located at 1220 State Street in Santa Barbara, California. Specializing in various areas of law, including Family Law and Civil Litigation, our team of experienced attorneys has over 50 years of combined experience in providing top-notch legal representation to our clients. Trust Oxton Staab Gans to fight for your rights and protect your interests throughout the legal process. Our client-focused approach ensures that you are informed and involved every step of the way. Members of prestigious legal associations, including the Santa Barbara County Bar Association and the California State Bar Association, our dedicated team is committed to achieving the best possible outcome for each client. Contact us today for expert legal guidance and representation.

The Law Offices of Brian L. Fox, APLC, located at 290 Maple Court in Ventura, California, is a reputable law firm specializing in Business Law, Tax Law, Estate Planning and Administration, Probate Law, Real Estate Law, and Civil Litigation. With additional office locations in Santa Barbara, our firm offers comprehensive and meticulous legal services tailored to each client's individual needs. Our experienced attorneys provide personalized attention and strive to achieve successful results for our clients. We have built a strong reputation for our professionalism and expertise, leading to long-term relationships with clients who trust us to handle their various legal needs. Contact us today for customized legal representation for you and your family.

yond to ensure that our estate planning needs were met. He was thorough, professional, and easy to work with. I highly recommend Seige Law for anyone in need of estate planning services." Overall, Seige Law PC is a reputable and experienced law firm located in Santa Barbara, California, offering a wide range of legal services including estate planning and probate law, business law, personal injury law, family law, and criminal defense. With a team of knowledgeable attorneys and staff, Seige Law provides comprehensive representation to protect the assets, businesses, health, families, and freedom of their clients. With multiple office locations and a track record of satisfied clients, Seige Law is a trusted choice for all legal needs.

Montecito Executive Services is a prestigious financial institution located at 1482 East Valley Road in beautiful Santa Barbara, California. Our experienced team of professionals provides top-notch financial services to executives and high-net-worth individuals. From wealth management to investment planning, we offer personalized solutions to help our clients achieve their financial goals. Visit us at Montecito Executive Services and experience the difference of working with a trusted and reliable partner in finance.

The Tax Offices of Joel Perez, EA is a reputable accounting and finance institution located at 4123 State Street in Santa Barbara, California, United States. With a team of experienced professionals led by Enrolled Agent Joel Perez, we offer a wide range of tax services to individuals and businesses. Our dedicated staff is committed to providing top-notch financial advice and assistance to help our clients navigate the complex world of taxes with ease. Trust us to handle all your tax-related needs efficiently and effectively.

Rothschild & Alwill, APC is a prestigious law firm located at 817 Garden Street in Santa Barbara, California. With a team of experienced lawyers, they offer a wide range of legal services to clients in the area. Specializing in various areas of law, including business law, real estate law, and estate planning, Rothschild & Alwill, APC is dedicated to providing personalized and effective legal solutions to meet their clients' needs. With a commitment to excellence and a track record of success, this firm is a trusted resource for individuals and businesses seeking expert legal representation in Santa Barbara.

Lynn & O'Brien, LLP is a prestigious law firm located at 311 East Carrillo Street in Santa Barbara, California. With a team of experienced and dedicated lawyers, the firm specializes in providing high-quality legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, Lynn & O'Brien, LLP is committed to delivering personalized solutions tailored to your specific needs. Trust in their expertise and professionalism to navigate the complexities of the legal system and achieve the best possible outcome for your case.

The Law Offices of David S. Secrest is a reputable legal firm located at 629 State Street in Santa Barbara, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, the experienced team at this institution is dedicated to providing top-notch legal representation to clients in need. With a commitment to achieving justice and favorable outcomes for their clients, the Law Offices of David S. Secrest is a trusted choice for anyone seeking expert legal assistance in the Santa Barbara area.

Murphys Law SB is a reputable law firm located at 228 East Victoria Street in Santa Barbara, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need representation in a personal injury case, assistance with estate planning, or guidance in a business dispute, we are here to help. Trust Murphys Law SB to advocate for your rights and provide expert legal advice in a professional and compassionate manner. Contact us today to schedule a consultation.

The Law Offices of Monica Robles is a reputable finance and legal institution located at 308 East Carrillo Street in Santa Barbara, California. Specializing in a variety of legal services, including finance law, Monica Robles and her team are dedicated to providing top-notch representation and guidance to their clients. With a strong track record of success, they are committed to delivering personalized and effective solutions to meet the unique needs of each individual or business they serve. Trust the Law Offices of Monica Robles for expert legal advice and representation in Santa Barbara and beyond.

Tobin Lucks LLP is a prestigious law firm located at 5425 Hollister Avenue in Santa Barbara, California. With a team of experienced and dedicated lawyers, Tobin Lucks LLP specializes in providing expert legal services to clients in need of representation. Whether it's for personal injury cases, business law matters, or estate planning, the attorneys at Tobin Lucks LLP are committed to delivering high-quality legal solutions tailored to meet the unique needs of each client. Trust in Tobin Lucks LLP for all your legal needs in Santa Barbara and beyond.

Douglas Hayes, Lawyer is a reputable institution located at 1035 Santa Barbara Street in Santa Barbara, California, United States. As a lawyer, we pride ourselves on our accessibility and commitment to our clients. We always return calls on the same day they are received, ensuring that you are never left waiting for a response. Our office values discretion and believes that the less public attention your case receives, the better it is for you. We are transparent and honest in our approach, never seeking out clients or exaggerating our past successes. Our focus is always on achieving the best possible outcome for you, without making unrealistic promises. With 40 years of experience as a criminal defense attorney, Douglas Hayes understands the complexities of the legal system and is dedicated to advocating for his clients' best interests. Trust Douglas Hayes, Lawyer to provide you with expert legal representation and personalized attention for your case.

Drury Pullen, A Professional Law Corporation is a reputable legal institution located at 148 East Carrillo Street in Santa Barbara, California. Specializing in various areas of law, the team of skilled lawyers at this corporation are dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of success, Drury Pullen, A Professional Law Corporation is a trusted choice for individuals seeking expert legal representation in Santa Barbara and beyond. Contact them today for all your legal needs.

Bartlett, Pringle & Wolf, LLP is a leading accounting and finance institution located at 1123 Chapala Street in Santa Barbara, California. With a focus on expert advice, comprehensive solutions, and extraordinary results, our team of accountants and consultants are dedicated to helping clients achieve their financial goals. Specializing in complex tax returns, estate planning, audit services, and more, we provide tailored services to meet the unique needs of businesses and individuals. Our expertise in accounting software, cost segregation studies, and financial strategies ensures that our clients receive top-notch support and guidance. Whether you are a real estate investor, business owner, or nonprofit organization, Bartlett, Pringle & Wolf, LLP is here to help you succeed. Visit us today to experience the difference of working with a trusted and experienced CPA firm.

California Wealth Advisors is a premier financial institution located at 10 East Figueroa Street in Santa Barbara, California. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experts are here to provide guidance and support every step of the way. With a focus on integrity, transparency, and client satisfaction, California Wealth Advisors is committed to helping you secure a brighter financial future.

Nye, Stirling, Hale Miller & Sweet, LLP is a prestigious law firm located at 33 West Mission Street in Santa Barbara, California. With a second location in Pittsburgh, Pennsylvania, the firm is dedicated to providing top-notch legal services to clients nationwide. Specializing in various areas of law, the team of experienced attorneys at Nye, Stirling, Hale Miller & Sweet, LLP is committed to delivering exceptional representation and achieving successful outcomes for their clients. Contact them at 805.963.2345 in Santa Barbara or 412.857.5350 in Pittsburgh for expert legal assistance.

Wells Fargo Advisors is a leading financial institution located at 3660 State Street in Santa Barbara, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or create a financial strategy, Wells Fargo Advisors is committed to providing personalized and comprehensive financial solutions to meet your needs.