Susan Lenser

Susan Lenser has worked at Bishop Fiduciary Services since October 2020. Susan works directly with our clients including trust beneficiaries, conservatees and power of attorney clients.  Susan ensures that client requests are fulfilled on a timely basis following company protocol. Susan works with a variety of stakeholders to ensure clients are well cared for including physicians, care managers, assisted living staff as well as family.  Susan also assists our fiduciaries in trust administration activities.  Additionally, she manages the prospective client intake and marketing processes, conducting initial interviews and setting up meetings with the fiduciaries.

Susan came to BFS from Guideway Legal, where she helped clients form living trusts and other legal documents with a group of Legal Document Assistants.  Her background is in journalism and direct marketing.  Susan graduated from University of Southern California with a Bachelor of Arts degree in Broadcast Journalism.  In her spare time, Susan enjoys hiking around the Bay Area, especially in Marin County.

Susan@bishopfiduciary.com