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Trust Services

Estate Planning

Strategic planning for your peace of mind.

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A Foundation Built on Experience

Montecito Bank & Trust is the only Trust Company headquartered on the Central Coast of California with the region’s largest and most experienced fiduciary trust administration team. Our team is well-versed in all areas of Estate and Trust Administration. We offer Trust Administration, Executor Services, Real Property Management, Asset Transfer and Tax Reporting Services.

Impartial Independent Trustee

Regulated Corporate Trustee

Multi-Faceted Expertise

Securing Your Legacy

Your estate represents more than the assets it contains – it is the culmination and expression of your life’s work, as well as the legacy you leave to future generations and the community at large. Montecito Bank & Trust brings a thoughtful and comprehensive approach to estate planning that we believe distinguishes us from other financial institutions.

Montecito Bank & Trust's Wealth Management team has the knowledge and experience in providing trust and fiduciary services not only to individuals and families, but also to foundations, endowments, and charitable organizations.

View our Estate Planning Briefs