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Kosbie Fiduciary & CPA Services

Committed to protecting the assets, interests and dignity of every client. Fiduciary in Santa Rosa

We provide professional fiduciary services in the Greater Bay Area including Marin and Sonoma County. We assist families and individuals implement their long term plans when they no longer are able to do so. We serve as trustees for parents and grand parents who have no family available or willing to step into the role of trustee. We are trustees of Special Needs Trusts for family members who are disabled and on public benefits. We also provide other fiduciary services as well as consult with families to help them settle the family trust when a family member has been named as trustee but needs some help with the administration.

 No matter what your specific needs, we will listen to you and help you implement your plan that meets and create as much independence for you as possible while preserving your assets. Guided by thoughtfulness and compassion, we strive to provide the best line of assistance to our clients and their loved ones through open communication and ethically guided care and financial management. We work diligently to protect and preserve the financial security of our clients and to protect vulnerable individuals from potential exploitation.

Kosbie Trust & Fiduciary Services is a privately owned and operate business. We are licensed, bonded, and insured.