Sonoma County Fiduciary Services
- Trust Administration
- Probate Conservatorship
- Probate Estate Administration
- Daily Money Management
Our services respect the dignity and unique needs of each client. We carefully guard each of our client’s sensitive and confidential information at all times. We understand that our clients want to maximize their independence and have minimal reliance on a third party. Our goal is always to balance those needs while ensuring the safety and security of every individual we work with.
- Electronic bill paying
- Reconciling bank accounts
- Acting as a liaison for client with legal, financial, medical and insurance professionals
- Preparing an annual budget
- Reviewing credit card and bank statements for identity theft and fraud issues
These services are not meant to replace any existing financial professionals you may already be working with. Instead, we establish communication and business relationships with these individuals to best serve your needs.
Tammy Vonder Haar
Tammy Vonder Haar started Vonder Haar Fiduciary after years of providing personal bookkeeping and financial organization services to family and friends. The business was founded on the principles that each client’s situation is unique and should be handled professionally, honestly, and compassionately.
Tammy has a degree in accounting and over 25 years of business management, administration, accounting and human resource experience. She is an active member of her community and has served on many boards and committees.
Learn More About Working With A Licensed Fiduciary
If you are unfamiliar with the role of a fiduciary in your financial affairs, that’s okay. At Vonder Haar Fiduciary, we’re always happy to answer questions and help educate our clients about the ways we can make their lives easier.
For those are no longer willing or able to manage their financial affairs, appointing a trust administrator may be the right choice.
Management of an individual’s financial and/or personal affairs for those deemed by the court to be physically or mentally incapacitated.
Ensure that all final debts and taxes are paid, as well as final distribution of your estate to the beneficiaries of your choosing.
Contact Vonder Haar Fiduciary
At Vonder Haar Fiduciary, we welcome the opportunity to discuss your unique needs and financial situation to determine how we can help. To arrange a consultation, please fill out the adjacent form or call us at: (707) 235-9205.
We are a California licensed fiduciary providing services in and around Sonoma County.