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, Trust Administration & Agent under Power of Attorney

Providing exceptional estate and legacy support with integrity and meticulous attention to your wishes.

Custom Projects & Specialized Support

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

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 check-ins.

Fees are hourly, depending on services provided, and range from $125 - $250.