Baer Fiduciary ~ a relationship of trust

What does Baer Fiduciary offer?

A relationship of trust. We provide professional private fiduciary services with the highest standards of care. We

  • serve as advocate on behalf of clients
  • assume responsibility for the assets of your trust, estate, business
  • manage your daily finances with undivided loyalty in the event you do not have the capacity to take care of them yourself
  • manage and administer your assets in the manner you proscribed in your will, trust or power of attorney.
  • Always place your interests and those of your beneficiaries above our own

 

Our Services

Trust Administration
Charitable Remainder Trust Administration
Insurance Trust Administration
Conservatorship of an Estate
Conservatorship of a Person
Guardianship
Guardian Ad Litum
Power of Attorney
Personal Representative
Estate Administration (Probate)
Daily Money Management/Bill Pay
Consulting

Contact Information

Susan Baer, CLPF #606, NCG

Email:

Susan@BaerFiduciary.com

Phone:

415.717.2753

Fax:

707.343.1294

Address:

Baer Fiduciary
19201 Sonoma Hwy. #139
Sonoma, CA 95476-5413