NorCal Fiduciary

About Us

At NorCal Fiduciary, we provide compassionate and reliable fiduciary services to individuals and families across Northern California, with a focus on probate, trust, and estate administration.

With years of experience in navigating complex financial and legal landscapes, our mission is to offer families and individuals peace of mind, knowing their assets and legacies are managed with integrity and care.

Brian Toeppen, Founder and CEO of NorCal Fiduciary, brings expertise as a Licensed Professional Fiduciary, accredited by California’s Department of Consumer Affairs’ Professional Fiduciaries Bureau. He is also a National Certified Guardian and member of the Professional Fiduciary Association of California.

We proudly serve the following counties: Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma. If your county is not listed, we may still be able to help. Please reach out to discuss your needs.

Whether you are local or out of state, we’re committed to making the process as smooth, transparent, and respectful as possible.

Fee Schedule