Steven Cogan
Fiduciary Accounting Manager
Steven Cogan is a Fiduciary Accountant at California Probate Group, LLC., specializing in fiduciary accountings for trust administration, conservatorships, and probate matters. He brings a strong understanding of financial reporting, documentation, and the detailed accounting requirements needed to support attorneys, courts, families, beneficiaries, and fellow fiduciaries.
Before joining California Probate Group, Steven built experience across claims examination, account services, financial services, and client-facing roles, giving him a practical foundation in organization, accuracy, and responsive service. Known for his aptitude with numbers and meticulous attention to detail, Steven helps bring clarity, precision, and timeliness to every accounting he prepares.
At California Probate Group, his work supports the firm’s commitment to prompt attention, high-quality service, and fiduciary matters handled with care, consistency, and accountability.
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