trustee services for individuals and families throughout the Bay Area.

Our Services

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Trustee Services

Trustees manage assets, handle day-to-day financial matters and ensure a smooth transition of assets…
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Special Needs Trusts

A special needs trust is designed for beneficiaries who are disabled, either physically or mentally…

Estate Settlement

Our fiduciary services ensures that a licensed professional handles the settlement…

Karen L. Fisher, CTFA, CLPF #675

Well being of our clients first!

We are dedicated to providing our clients with the protection, planning and resources needed to preserve and grow their estates. Our goal is to provide supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence.

We offer clients distinctive benefits and are stewards of our clients’ wealth. Superior client service, coupled with disciplined and ethical practices, are ingrained in our culture and our delivery. Bishop Fiduciary Services take responsibility for those decisions we make on your behalf.

What clients have said…

My father and I are so grateful to Karen’s persistence as she assisted us in our SSDI claim for my disabled brother. After being denied benefits over 30 years ago and having other professionals tell us that it was hopeless, Karen worked diligently to find an attorney experienced in “DAC” cases.

Our attorney was not able to build a case with hard evidence because all records had been destroyed. But with family testimony, medical experts and knowledge of my brother’s particular disabilities, the Social Security Administrative Judge ruled on behalf of my brother after five minutes.

Having SSDI has made all the difference in the quality of my brother’s life. He now has expanded access to medical care with his new Medicare benefits. And in the future he will receive social security based on our father’s retirement record. I now have peace of mind knowing my brother will have a safe home to live in.