AMBER ROULEAU, CLPF, NCG

TRUSTED BY THE STATE OF CALIFORNIA TO

SUPPORT INDIVIDUALS AND FAMILIES.

Eliminate overwhelm. 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:

Essential Foundational Support
Streamline life's essentials with document and records simplification. I help clients and families sort through years of files and paperwork to create clarity, 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.

Estate & Legacy Services
Trustee support, agent and trustee services, trust and estate administration.

Fees are hourly, depending on services provided, and range from $125 - $200.