Bishop Fiduciary Services has over 20 years experience in delivering trust administration services. We understand that each family is unique and they need expert and guided trust services. Our passion and purpose are clear: a commitment to working with clients and making sure to follow their estate plans according to their wishes. Meet our dedicated staff:


Karen L. Fisher, Principal

Karen founded Bishop Fiduciary in 2012 in order to provide trust and estate services to individuals and families in California, as well as a comprehensive suite of services that a corporate trustee cannot provide. Many clients need additional services to continue living independently in their home, or they need fiduciary services to protect them from others. Karen is able to offer both, and so much more.

Before 2012, Karen worked exclusively in wealth management divisions of several financial institutions in the Bay Area. She had the privilege of being introduced to the world of trust and estate services working at Citibank in 1997. While there, Karen worked closely with ultra-high net worth clients and their trusted advisors. Her clients were some of the most prestigious, well-educated and well-traveled who demanded the highest level of customer service.

In 2001, Karen began working with trust clients at Bank of the West. Many of her clients were successful, self-made millionaires. She worked closely with their trusted advisors to ensure services at the Bank coordinated with their estate plans. While at the bank, Karen also provided trustee services for special needs trust clients. She enjoyed working with such courageous families and developed many types of contacts and resources to make sure clients were able to live independently and safely in their own homes.

Karen moved to Mechanics Bank in 2007, where she honed her skills working with the Bank’s trust clients. She further deepened her financial and trust knowledge in order to be of service to and attentive to their particular needs, and continued to expand her resources so that she could also better service her special needs clients.

Before launching her financial career, Karen taught sociology at various colleges in Virginia and the Bay Area. Her love of learning and passion for teaching continues today as she works to educate and inform clients.

Karen’s commitment to teaching extends to the community. She invites individuals and families to contact her with any questions they have about their current estate plans. Karen can provide referrals for attorneys and other estate planning professionals as needed, and she is happy to review your current estate plans to make sure you are “trustee ready.”

Meghan Harvey, Client Services Manager

Meghan comes from a background in digital media marketing, office administration and community management primarily within the non-profit sector. Meghan is dedicated to providing exceptional customer service for the firm’s clients as well as providing administrative organization to the firm.

carolyn eisen

Carolyn Eisen, Marketing Administrator

Carolyn has varied professional experience ranging from fundraising and event planning, to project management and marketing, with a career spanning non-profit work, small business ownership, digital marketing and graphic design. Her educational background includes a Masters in organizational psychology from Claremont Graduate University and a BA in Psychology from UC Santa Cruz.

At Bishop Fiduciary Services, Carolyn is responsible for making sure future and current clients understand the services we offer. She makes sure that the message of service is consistently branded on multiple media channels so that clients can genuinely trust and rely on us for their fiduciary and court accounting needs.

michele schlachter

Michele Schlachter, Court Accountings Administrator

Michele Schlachter provides support for fiduciaries and trustees throughout the Bay Area. Michele has been preparing accountings for Bishop Fiduciary Services for the past 5 years. She has mastered the FAS accounting system producing accountings in an efficient manner. Michele can also sort through numerous financial statements and understand the bigger picture of the multiple transactions to present a picture of trustee activity that is understandable to all parties. Sometimes account transactions are difficult to sort out.  Michele’s expertise is sorting it all out to accurately breakdown income and expenses and entering them into the correct categories. 

Nichole Dias, Court Accountings Administrator

Nichole Dias has 9+ years of accounting experience doing AP, AR, escrow and court accounting. She’s mastered many different types of accounting software to reconcile and balance accounts, and is proficient in problem solving accounting issues quickly and accurately with strict deadlines. Nichole has a bachelor’s degree in Graphic Design with an emphasis in Marketing from Pacific Union college.

Katherine Rodriguez, Accounting & Fiduciary Assistant

Katherine’s finance background and legal education allows her to provide support as both a fiduciary and accounting assistant. With over 16 years of mortgage financing experience, she has the ability to analyze complex financial documents. Katherine obtained her Juris Doctor Degree from John F. Kennedy University in 2016. During her legal studies, she assisted in both the JFK Elder Law Clinic and Family Law Clinics. She worked closely with seniors discussing estate planning goals and assisted in the preparation of estate planning documents including wills, trust, and health care directives. Katherine also has a bachelor of science in Business Administration, Finance with minor in Economics, as well as a Paralegal Certificate from California State University East Bay.

Sharon Duncan, Associate Fiduciary

Sharon has a rich business background in banking, healthcare publishing, and consumer packaged goods. She has successfully managed international divisions in both toys and confectionery as well as founding her own companies in international consulting, product development, and juvenile gifts. Sharon’s long career has allowed her to hone her financial, organizational, and legal skills, along with being a good communicator and problem-solver with diverse groups of people.

For the last two years while managing her international consulting business and taking fiduciary courses towards acquiring her license, she worked under the tutelage of an experienced California fiduciary adapting her business skills to the fiduciary disciplines. Sharon has a BA in English from Macalester College, an MBA from the University of St. Thomas Opus School of Business, and received her Certification in the Conservatorship of the Person from Cal State University Fullerton and has secured her professional fiduciary license in California.

Sharon is committed to advocating for those who need assistance due to emotional, cognitive, or physical disabilities prohibiting them from providing fully for themselves, or due to the everyday difficulties and stress experienced in caring for their loved one’s financial and physical well-being.

Current Memberships:

Professional Fiduciary Association of California 
Institute of Certified Bankers
Estate Planning Council Diablo Valley
East Bay Estate Planning Council