Hi, I’m Susan.
I’m a California Licensed Professional Fiduciary.
(Lic #1135)
I’ve been a “numbers” person all my life - from elementary school to college and throughout my career as a mechanical engineer in the test and measurement field. After my time in that industry, I pivoted to running my own probate accounting practice. My engineering background is the foundation for my ability to handle complex situations. I can find patterns in numbers and can quickly and accurately portray the story of your trust, conservatorship, or estate administration practice. I can present your story of how you managed your case in a way that anyone can read and understand.
My education was in the fields of Mechanical (Bachelor’s) and Electrical Engineering (Master’s) with an MBA on top. I’m a lifelong learner, and I especially enjoy learning from your life stories. Everyone has a special story, and I’m thrilled to engage with ordinary people who have led extraordinary lives.
Hi, I’m Willie
Working for Susan is an absolute treat. I’ve been a “numbers” guy all my life as well, but not to the level of expertise Susan demonstrates. My background stems from years in tech startups wearing all the hats. From developing and running customer support teams, marketing outreach, account management, to more technical skills like running quality control on autonomous robots. The variety of skills required in high paced start-ups affords me the flexibility to adapt to any situation.
Our Approach
OUR FAVORITE fiduciary job is trust and probate accounting. Each case is a puzzle that is fun to solve. Every case is handled with care and presented in a logical, readable manner. Our education and experience allow us to adapt to handle all sorts of complexities. We will help you to gather and organize information to make the process easy! We also guide other fiduciaries on best practices for accountings because we absolutely love the collaboration and connection with clients and colleagues.