Santa Barbara Trust Company
We are your Independent, local, face-to-face trust solution
Expert Guidance
When it is time for you to pass the torch, we are ready to provide your family the expert guidance and service that they will need. A trusted group of experts to make certain that your goals for your wealth are achieved.
Our clients value the fact that we are local members of their community. We operate locally. Decision and service are not based in a faraway big city with people that do not know the actual families involved.
As a State chartered trust Company, Santa Barbara Trust Company is a permanent solution which ensures continuity in service for the trust’s lifetime and beyond.
Our Services
Trust Services
Professional, legal and financial services according to the terms of the trust on behalf of the beneficiaries according to the terms of the trust agreement.
Agent for Trustee
Under the trustee’s authority we
perform all required duties in compliance with the trust instructions.
Estate Settlement
On behalf of the beneficiaries of the trust we wind down the deceased person’s affairs. Paying off debts, liquidation and distribution of assets, closing out legal and financial matters according to their will, trust or state law.
Revocable and Irrevocable Family Trusts
Management of your trust assets according to the terms of your trust on your behalf.
Investment Services
We offer comprehensive diversified investment management. Our investment team brings decades of experience and discipline to your portfolio.
Custodial Services
Holding and safeguarding financial assets on behalf of a person, trust or business. Maintaining accurate records and handling of transactions.
Contact Us
Our Location in the heart of Santa Barbara symbolizes our deep commitment to our community and it’s heritage. Individually, our team members have served Santa Barbara Families and institutions for decades, support multiple nonprofits and local causes. As a stand-alone trust company we are stewards and protectors of your family, wealth and legacy.