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.
Karen also weighs in on the enormous benefits that come from having a professional fiduciary. Karen Fisher has the cheat sheet of all cheat sheets to help you and your loved ones prepare. And believe us when we say, they will love you even more for the extra steps and preparation.
I have worked with Karen numerous times, both representing her in her capacity as trustee and utilizing her to prepare accountings for my trustee clients. She is extremely professional, efficient and collaborative. She really knows what she’s doing, yet she explains and answers questions in a way that clients (including me!) can understand. She is such a pleasure to work with. I highly recommend her.
Bishop Fiduciary is a highly efficient and professional firm. I had a complex estate accounting job that was handled promptly and accurately, and the fee was reasonable. Karen Fisher (the owner) is a pleasure to work with. She is known to several of my attorney acquaintances, who speak highly of her work. I will certainly work with Bishop for any future needs, and I recommend the firm to anyone else who needs fiduciary accounting services.
Working with Karen is always a pleasure. She is responsive, understands the complexities of preparing sophisticated trust and probate accountings, and provides timely service.
I can always rely on Karen to prepare top notch accountings. Her accountings are always clear, concise, accurate and in compliance with the applicable code provisions and court rules. I can feel confident that the accountings she prepares will make my clients look good and make my job easier. Karen is easy to work with, highly responsive and has the expertise that I look for in a professional. I highly recommend her services.
After providing a lengthy and somewhat complicated trust accounting prepared by Karen, the representative of the large charitable residual beneficiary wrote to me ‘Would that every accounting we received were so well presented and informative!’ I truly appreciated her hard work and great result for my client and the beneficiaries.