It's our privilege to provide trust and estate administration services for individuals and families throughout the Bay Area and beyond. We administer a wide variety of trusts including Irrevocable Trusts, Special Needs Trusts and Charitable Trusts.
We also at act as agent under a client's Advanced Health Care Directive and Power of Attorney for Finances. At times we also step in to act as conservator of the person and estate.
We also provide professional fiduciary accounting services for attorneys. We have a dedicated staff that prepares the accountings and works directly with the attorney, their staff as well as their client in need of the accounting. We have prepared accountings for all Bay Area county courts.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 1399 Ygnacio Valley Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bishopfiduciary.com
- Keywords
- trust administration, estate settlement, estate administration, court accountings, probate accounting, trust accounting, fiduciary accounting, fiduciary services, licensed fiduciary, trustee services, conservatorship, special needs trust administration, special needs trust management, living trust services, irrevocable trust services, charitable trust services, durable power of attorney services, fiduciary, financial services, legal services.
- HQ
- Walnut Creek, CA
Bishop Fiduciary Services, Ltd. Questions
Bishop Fiduciary Services, Ltd.'s website is bishopfiduciary.com
Bishop Fiduciary Services, Ltd.'s LinkedIn profile is https://www.linkedin.com/company/bishopfiduciary
Bishop Fiduciary Services, Ltd. has
5 employees.
View email and phone details for 5
employees at Bishop Fiduciary Services, Ltd..
Bishop Fiduciary Services, Ltd.'s industry is
Financial Services
Bishop Fiduciary Services, Ltd.'s top competitors are
Ufcw & Employers Trust, Llc,
Transmission,
Guided Tanzania Ltd.,
Odoo,
Riot Games.
Bishop Fiduciary Services, Ltd.'s categories are Financial Services
Bishop Fiduciary Services, Ltd.'s founding year is 2012
