Courtney is always personable, honest and dedicated to her client's needs above all. She is experienced in issues facing vulnerable seniors and those with special needs. I highly recommend her as a licensed professional fiduciary.
Fiduciary Services in Santa Barbara
Welcome to Channel Islands Fiduciary Group, a trusted steward of individuals and their estates located in beautiful Santa Barbara, California. With our expertise in private professional fiduciary services and personalized approach, we deliver unparalleled solutions for elder and dependent adult care, and asset management.

Channel Islands Fiduciary Services Blog
How a Living Trust Impacts Your Taxes
For many of us, it's the time of year for reflecting, making resolutions and setting goals. This process may inspire some of us to craft an estate plan for the…
Access retirement funds in a disaster
"The SECURE 2.0 Act makes it easier for qualified individuals impacted by a federally declared major disaster to access their retirement savings. Eligibility A taxpayer may be eligible for relief…
Tax Planning Resource
"IRS-certified volunteers can help their community during tax season Every filing season, IRS-certified volunteers help qualified individuals file federal tax returns. Anyone who wants to make a difference in their community can…
Contacted about a long-lost relative’s inheritance? Hold on a minute!
"The FTC has been getting reports of people getting letters in the mail from a law firm. They are, they say, looking for the heir of a multi-million-dollar inheritance. And…
Keep personal information safe under digital lock and key
Hello and happy late Fall! We've recently found some IRS Tax Tips to be very informative, and will be sharing here with you. So, first up, please find more information…
Come Join us for the 2024 Santa Barbara Senior Expo!
Each year in October, we are excited to be part of this amazing event. Please stop by our booth and say hello next Thursday, October 17th - we'd love to…