AMBER ROULEAU, CLPF, NCG

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.

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.

Custom Projects & Specialized Lifestyle/Family Office Support

Trusted advocacy and personalized solutions for situations that require care, discretion, and expert oversight including estate settlement support, transition management (downsizing, relocation assistance), and family/individual office support needs.

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.

Fees are hourly, depending on services provided, and range from $175 - $275.