Sarah Trejo Fiduciary Solutions
Professional fiduciary support you can trust.
Sarah Trejo Fiduciary Solutions was founded after Sarah spent 16 years in Wealth Management as a practice manager, business owner, and client service manager. One of the things she enjoyed the most about her time in that field was helping others, especially when it came to deciphering complex issues and helping people through complicated processes. Sarah is proud to be a licensed fiduciary and to have the opportunity to provide stewardship to others with compassion and the highest level of integrity. Sarah M. Trejo is California Licensed Professional Fiduciary #1426 and is also a National Certified Guardian.
Fiduciary, Sonoma County, CA
Services
At Sarah Trejo Fiduciary Solutions, we provide the following legal services.
Fiduciary Services
- Trust Administration
- Agent under Power of Attorney for Finance
- Conservator of the Estate
- Special Needs Trust Administration
Digital Guardian Service
- Password organization, management and security
- Digital legacy planning
- Email organization and management
- Digital wallet legacy planning
Fiduciary Support Services
- Maintain books and records
- Bill pay
- Assist trustees with trust administration
- Prepare accountings
- Inventory and appraisal of assets
- Budget development