Meet Lexa. Lexa heads client greetings, security, and example napping behavior. Does she look mean? Nah. Just tenacious. About providing affection and earning it in return.
Barbara is our esteemed estate planning, trust administration and probate paralegal advisor. She brings over 45 years of legal training, experience and skills with discrete projects such as drafting/editing estate planning documents (including, wills, powers of attorney, health care directives, trusts and related materials), preparation of transfer deeds and supporting assessor forms, real property affidavits,…
Dedicated, driven, and results oriented, Lindsay brings over 12+ years of experience as a trust and fiduciary officer, and a comprehensive understanding of sophisticated estate, financial, and tax planning strategies. Lindsay is a graduate of the University of California Santa Barbara where she earned a degree in Biological Sciences with an emphasis in molecular, cellular…
