Contact Us

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Get In Touch

Every relationship starts with a conversation. If you’re looking for a trusted, long-term relationship with a fiduciary team, we’d love to connect.

Hello Inheritance™ Headquarters
222 East Canon Perdido Street 
Suite 305
Santa Barbara, CA 93101

(805) 966-2122

team@helloinheritance.com

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While we are headquartered in Santa Barbara, we work virtually with clients from coast to coast.
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Book Your Introductory Call

What to Expect on Your Call

You’ll meet directly with one of our advisors to
discuss your goals, questions, and concerns.

  • Share your story, we’re here to listen
  • No sales pitch, no pressure to move ahead with our team
  • Honest, clear conversation as we talk through your biggest questions
  • A roadmap for next steps, including timelines