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.
View Top Employees from Bishop Fiduciary Services, Ltd.Website | http://www.bishopfiduciary.com |
Revenue | $654000 |
Employees | 9 (9 on RocketReach) |
Founded | 2012 |
Address | 1399 Ygnacio Valley Road Suite 25, Walnut Creek, California 94598, US |
Phone | (925) 954-7769 |
Fax | (925) 891-1317 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Carrell Rice Garrett & Van Horn, PC, Potter Fiduciary Services, Inc., Premier Trust, Inc. |
SIC | SIC Code 609 Companies, SIC Code 60 Companies |
NAICS | NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Bishop Fiduciary Services, Ltd. annual revenue was $654000 in 2024.
Clpf Karen L. Fisher is the President of Bishop Fiduciary Services, Ltd..
9 people are employed at Bishop Fiduciary Services, Ltd..
Bishop Fiduciary Services, Ltd. is based in Walnut Creek, California.
The NAICS codes for Bishop Fiduciary Services, Ltd. are [5231, 52, 523].
The SIC codes for Bishop Fiduciary Services, Ltd. are [609, 60].