BISHOP FIDUCIARY SERVICES

Trustees manage assets, handle day-to-day financial matters and ensure a smooth transition of assets…... A special needs trust is designed for beneficiaries who are disabled, either physically or mentally…... In this episode of the "Absolute Trust Podcast" attorney Kirsten Howe highlights how many people just don't know what a professional fiduciary is or that having someone outside the family to administer trusts and estates is even an option. Bishop Fiduciary Services' own Karen Fisher discusses the vast range of services that she offers throughout Contra Costa County, Alameda County and the greater Bay Area, the processes that she goes through with clients and how one becomes a professional fiduciary.

Also known as: Bishop Fiduciary, Bishop Fiduciary Services Ltd.

Primary location: Walnut Creek United States