Bishop Fiduciary Services, Ltd.
www.bishopfiduciary.comIt'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.
Read moreIt'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.
Read moreCountry
State
California
City (Headquarters)
Walnut Creek
Industry
Employees
1-10
Founded
2012
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Licensed Professional Fiduciary
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