Company Email Format Management

Bishop Fiduciary Services, Ltd.

Financial Services 1399 Ygnacio Valley Road 5 employees

Employees: 5
Contacts: 1
Emails: 1
Phones: 1

bishopfiduciary.com LinkedIn

Bishop Fiduciary Services, Ltd. Overview

Headquarters: 1399 Ygnacio Valley Road
Website: bishopfiduciary.com
Industry: Financial Services
Employees: 5
Founded: 2012
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

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

About Bishop Fiduciary Services, Ltd.

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.

Bishop Fiduciary Services, Ltd. Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage
Phone contacts: 1; 25.0% coverage

Bishop Fiduciary Services, Ltd. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Karen L. Fisher, Ctfa, Clpf	President Bishop Fiduciary Services, Ltd.	Walnut Creek, California, United States	View
Martin Miller	Property Manager		View
Martin Miller	Property Manager at Bishop Fiduciary Services, Ltd.		View
Katherine Rodriguez, J.d.	Ca. Licensed Professional Fiduciary at Bishop Fiduciary Services, Ltd.	San Francisco Bay Area, United States	Email Phone

Employees by Management Level

Manager 2 profiles

Individual contributor 2 profiles

Executive 1 profile

Department Contact Coverage

Department	Contacts	Email	Phone
General	2	2	2

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