Bishop Fiduciary Services, Ltd.

www.bishopfiduciary.com

It's our privilege to provide trust and estate administration services for individuals and families throughout the Bay Area and beyond, as well as professional fiduciary accounting services for attorneys. We can act as trustee and conservator for clients who no longer have capacity; provide trustee services for special needs clients; and settle estates for those who have passed and currently manage those assets in trust for the heirs. We also manage clients irrevocable life insurance trusts, as well as charitable trusts. Bishop Fiduciary Services also works directly with attorneys and CPAs to provide fiduciary accountings. We prepare probate, trust, conservatorship and guardianship accountings. We've worked with many courts in California.

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It's our privilege to provide trust and estate administration services for individuals and families throughout the Bay Area and beyond, as well as professional fiduciary accounting services for attorneys. We can act as trustee and conservator for clients who no longer have capacity; provide trustee services for special needs clients; and settle estates for those who have passed and currently manage those assets in trust for the heirs. We also manage clients irrevocable life insurance trusts, as well as charitable trusts. Bishop Fiduciary Services also works directly with attorneys and CPAs to provide fiduciary accountings. We prepare probate, trust, conservatorship and guardianship accountings. We've worked with many courts in California.

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Country

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State

California

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City (Headquarters)

Walnut Creek

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Employees

1-10

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Founded

2012

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Licensed Professional Fiduciary

    Email ****** @****.com
    Phone (***) ****-****
  • Accounts Payable Administrator

    Email ****** @****.com
    Phone (***) ****-****

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