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

​

About Susan - Baer Fiduciary CLPF #606, NCG

Susan Baer is a certified licensed professional fiduciary, a national certified guardian and principal of Baer Fiduciary. Baer Fiduciary serves Marin, Sonoma, Napa and San Francisco Counties
 

Contact Us

Office: 415.717.2753

Fax: 707.343.1294

 

Mailing Address:

 

Baer Fiduciary

19201 Sonoma Hwy. #139

Sonoma, CA 95476-5413