Sarah Trejo is a CA Licensed Professional Fiduciary whose work centers on bringing order, clarity, and follow-through to complex administrative matters. Drawing on her background in client service and operational management, she contributes to both casework and systems development at Kosbie Fiduciary & CPA Services. She is passionate about practice management and strengthening professionalism across the industry, especially through collaboration, collegial support, and sharing tools that help others do their work more effectively.

Sarah Trejo
Sarah Trejo Fiduciary Solutions
Conference Sessions
F5 - Finding, Verifying, Managing: Document Systems and Protocols That Save You Time and Protect Client Wishes
Pre-Conference Intensive B - Growing A Professional Fiduciary Practice
Pre-Conference Intensive A - Starting A Professional Fiduciary Practice