AMBER ROULEAU, CLPF

TRUSTED BY THE STATE OF CALIFORNIA TO

SUPPORT INDIVIDUALS AND FAMILIES.

Enjoy peace of mind.

Whether it’s you, a loved one, or a client who needs support managing details of life or legacy, it’s essential to work with someone you can trust — not just to get things done, but to treat private matters with care and respect. I build relationships with clients rooted in discretion, reliability, and professionalism. Many of my clients have no family nearby — or simply don't want to place the burden of their care or estate on the people they love. I'm here for that.

Born, raised, and loved in Santa Barbara.

Trusted everywhere.

License # PF 1533

Offerings Include:

Trustee, Executor, Trust Administration, & Agent under Power of Attorney

Providing exceptional estate and legacy support with integrity and meticulous attention to your wishes. Monthly Fiduciary Services Reports are standard.

Custom Projects & Specialized Lifestyle/Family Office Support

Trusted advocacy and personalized solutions for situations that require care, discretion, and expert oversight.

Discussions welcome.

Essential Foundational Support
Streamline life's essentials with document and records simplification to preserve what matters, and prepare for the next chapter.

Financial & Wellness Oversight
Professional support for bill payment, mail handling, project coordination, property oversight, informed decision-making advocacy, and regular wellness or peace-of-mind wellness visits. 

Note: I do not serve as healthcare agent for medical decisions. Referrals available.

Professional Referrals Welcome

I work closely with estate planning attorneys, financial advisors, and CPAs to support their clients with seamless, accountable fiduciary services.

Fees are hourly, depending on services provided, and range from $175 - $300.