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 honesty, 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 — with the kind of personal attention that only a solo practitioner can offer.

Born, raised, and loved in Santa Barbara.

Trusted everywhere.

License # PF 1533

Trustee · Successor Trustee · Executor · Power of Attorney · Post Death Trust Administration 

Full suite of estate and legacy services, managed with integrity and meticulous attention. Monthly Fiduciary Services Reports are standard.

Special Trustee · Private Client Projects · Family Office Support 

Trusted stewardship, advocacy and personalized solutions for unique situations requiring expert oversight. Discussions welcome.

Essential Foundations 

Simplifying the documents, records, and structures that hold a life together so what matters is preserved, and the next chapter is ready.

Financial & Wellness Oversight 

Bill payment, mail, property oversight, project coordination, and regular wellness visits. A trusted presence in the details of daily life.

Professional Referrals Welcome

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

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

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

Real property sales: 1% of sale price at close of escrow.