The Curated Transitions Difference

We enable Families, Seniors, Executors and Trustees in Santa Barbara, Montecito, Goleta, Carpinteria and Summerland to find Clarity during Complex Transitions, Senior Moves and Estate Clearouts

PLAN | DOWNSIZE | MOVE | SETTLE

OUR SOLUTIONS - TAILORED TO YOUR NEEDS

Standard 1 – Advocacy and Loyalty

The Client is the person in transition. I will provide services and recommendations based on the needs and concerns of the person in transition.

Standard 2 – Promoting Self-Determination

I will respect and encourage the Client’s right to be in control and to make decisions.

Standard 3 – Right to Privacy

I will not disclose personal information about Clients and will reveal such information only with the Client’s permission.

Standard 4 – Conﬂict of Interest

I will seek to avoid conflicts of interest, and will use best practices for reducing conflicts of interest when dual relationships are present.

Standard 5 – Integrity

I will be honest in all business relationships, including those with Clients, employers, colleagues, and staff.

Standard 6 – Accountability

I am accountable to Clients, employees and the general public.

Standard 7 – Continuing Education

I will promote the competency and professionalism of myself and my staff through continuing education.