Linda Boes

Private Fiduciary

Biography

Linda Boes brings extensive leadership and operational expertise to her role as a private fiduciary. For more than 25 years, she has directed business operations for legal services companies and law firms specializing in estates and trusts, giving her a deep understanding of the legal, financial, and personal considerations involved in fiduciary work.

Her professional background spans accounting, human resources, facilities, and technology management, equipping her with the practical skills required to handle complex estates, trust administration, and client needs with precision and care. In addition to her work in the legal field, Linda has successfully founded and managed small businesses, including a company dedicated to helping individuals learn to manage their own stock portfolios. This entrepreneurial experience has honed her ability to problem-solve, adapt, and guide others with clarity and confidence.

As a private fiduciary, Linda is committed to acting with integrity, transparency, and compassion. She approaches each client relationship with a balance of business acumen and personal care, ensuring that estates and trusts are managed responsibly while respecting the values and wishes of the individuals and families she serves.

Linda earned her Bachelor of Science in Information and Computer Science from the University of California, Irvine and graduated Cum Laude, Phi Beta Kappa.  She is a member of the Professional Fiduciary Association of California and holds a California Real Estate License. 

Outside of her professional work, Linda enjoys spending time outdoors with her husband and their two rescue dogs. She is also an active supporter of various veterans’ charities and animal welfare organizations, reflecting her dedication to community service and giving back.