Vonder Haar Fiduciary

Vonder Haar Fiduciary is an Estate Planning Attorney in Windsor, CA, located at 228 Windsor River Rd #341. The business provides private professional fiduciary services to law firms, families in need, and individuals requiring special care and supervision. It serves clients in Healdsburg, Cloverdale, Santa Rosa, Rohnert Park, Petaluma, Cotati, Novato, and other surrounding areas throughout greater Sonoma County. The firm holds a rating of 5.00 based on customer reviews.

The company offers trust administration, probate, conservatorship, and probate estate administration. Money management services include professional in-home bill paying, budgeting, and record-keeping, such as electronic bill paying, reconciling bank accounts, acting as a liaison for legal, financial, medical, and insurance professionals, preparing an annual budget, and reviewing credit card and bank statements for identity theft and fraud. Additional services include care navigation to assess needs and develop care plans, acting as an agent under a durable power of attorney for finance or health care, and serving as a representative payee for Social Security Disability or Supplemental Security Income.

Tammy Vonder Haar, a licensed fiduciary with a degree in accounting, founded the business after years of providing personal bookkeeping and financial organization services. She has over 25 years of experience in business management, administration, accounting, and human resources. The owner-operated company is certified as a Licensed Professional Fiduciary and a National Certified Guardian. It is a member of the American Association of Daily Money Managers and the Professional Fiduciary Association of California and carries professional liability insurance. Clients include senior citizens, caregivers, frequent travelers, busy executives, individuals with disabilities, widows, widowers, the recently divorced, and deployed military members.

Vonder Haar Fiduciary stands out for its positive rating from customers who have reviewed it.

The firm combines its fiduciary expertise with a commitment to respecting client dignity and independence, serving the Windsor community and greater Sonoma County.

Vonder Haar Fiduciary is situated on Windsor River Road, just a short distance from Old Redwood Highway and the Windsor Regional Library.

BizScoreAI awards the business a Technical score of 90 out of 100, ensuring the website is secure and readable for search engines. The Content Quality score of 75 out of 100 reflects clear descriptions that help AI assistants quote the firm directly. Additionally, the business ranks number 3 of 4 Estate Planning Attorney businesses that BizScoreAI has scored in Windsor.