A parent can no longer manage money
Bills sit unopened, the accounts look wrong, and no one in the family is willing, or safe, to take control alone.
Professional Fiduciary Care You Can Trust.
Wearing every hat, protecting what matters most.
Shannon Kampa is a licensed California professional fiduciary serving Northern California as trustee, conservator, executor, and agent under power of attorney, with integrity, compassion, and unwavering attention to detail.
Integrity First
Loyalty to Every Client
Compassion with Accountability
Professional Excellence
Transparency
Respect & Dignity
Confidentiality
Stewardship
Our mission
Fedora Fiduciary provides trusted professional fiduciary services with integrity, compassion, and unwavering attention to detail.
We proudly serve individuals, families, attorneys, and financial professionals by protecting our clients' interests with honesty, professionalism, and personalized care. We wear every hat necessary so our clients can experience confidence, dignity, and peace of mind.
Licensed California
Professional FiduciaryLicence [PFL #0000]
Professional FiduciaryLicence [PFL #0000]
Serving Northern
CaliforniaIn person and remotely, statewide by arrangement
CaliforniaIn person and remotely, statewide by arrangement
Families rarely call on a good day
The work is to take the administrative weight off that day, and to carry it correctly from there.
The named trustee cannot serve
The person named in the trust has died, declined, moved away, or is too close to the beneficiaries to act without conflict.
Siblings have stopped agreeing
A neutral appointee ends the argument about who is in charge, and puts every decision on the record instead.
Someone has died and nothing is filed
Assets need locating, creditors noticing, taxes handling, heirs paying, in the order the court expects them.
There is no one else to ask
No spouse, no children nearby, no willing friend. We are appointed for exactly this, and it can be arranged years ahead.
Our services
Six roles, each with its own duties, filings, and standard of care. We serve alone or alongside a family member as co-fiduciary.
Trust Administration
- Successor trustee services
- Irrevocable trust administration
- Special needs trusts
- Distribution management
- Beneficiary communication
- Asset protection
Agent Under Power of Attorney
- Financial management
- Bill pay
- Banking
- Real estate oversight
- Insurance coordination
Conservatorships
- Conservator of the estate
- Conservator of the person
- Court reporting
- Budget management
- Medical coordination
Daily Money Management
- Monthly bill pay
- Budget monitoring
- Mail management
- Financial reporting
Estate Administration
- Estate settlement
- Probate support
- Asset inventory
- Creditor management
- Distribution oversight
Care Management Coordination
- Medical advocacy
- Care team coordination
- Senior living placement assistance
- Family communication
Why choose Fedora Fiduciary
- Licensed California professional fiduciary
- Personalized, boutique-level service
- Clear communication with families and professionals
- Transparent billing and reporting
- Strong relationships with attorneys, CPAs, financial advisors, and care providers
- Commitment to dignity, integrity, and long-term stewardship
OUR PROMISE
We wear every hat necessary to protect your loved ones, preserve their legacy, and provide peace of mind for today and tomorrow.
INTEGRITY · COMPASSIONSTEWARDSHIP · PEACE OF MIND
From first call to ongoing administration
Most families are through the first two steps within [timeframe].
I
Consultation
A [30–45 minute] conversation, at no charge, about what is happening and who currently holds authority. If a fiduciary is not what you need, we will say so and point you to what is.
II
Document and asset review
We read the trust, will, or power of attorney with your attorney, list assets and obligations, and put in writing what we would do and what it would cost.
III
Appointment
Authority comes either from the document, as a signed acceptance of trusteeship, or from the court, through a petition your attorney files and we support with the required filings.
IV
Administration and reporting
Bills paid, assets managed, care coordinated, and a written account delivered [quarterly / annually] to beneficiaries or the court. You always know where things stand.
Three groups call us, for three different reasons
Families
- Elders with no close family nearby
- Adult children managing care from another state
- Blended families where neutrality prevents conflict
People planning ahead
- Beneficiaries with benefit eligibility to protect
- Anyone who would rather not burden a friend
- Estates holding a business, property, or [asset type]
Professionals
- Estate planning attorneys needing a fiduciary to name
- CPAs and advisors whose client has lost capacity
- Courts seeking a licensed appointee in Northern California
Monthly care plans
Ongoing stewardship at a predictable monthly fee, for clients who would rather not watch an hourly clock.
Essential Stewardship
$1,500 / month
Ideal for independent clients needing financial oversight.
- Bill pay
- Mail review
- Financial oversight
- Family updates
- Coordination with professionals
Premier Stewardship
$2,500 / month
For clients needing financial management and care coordination.
- Everything in Essential
- Medical advocacy
- Appointment coordination
- Home visits
- Care team meetings
Legacy Stewardship
Starting at$4,000 / month
Designed for high-net-worth trusts, complex conservatorships, and multi-property estate management.
- Everything in Premier
- High-net-worth trusts
- Conservatorships
- Property oversight
- Investment coordination
- Court reporting
- Unlimited family communication
Professional fee schedule
Published, itemised, and explained in writing before any engagement begins.
| Initial consultation (30 minutes) | Complimentary |
|---|---|
| Comprehensive planning meeting (60–90 minutes) | $250 flat fee |
| Professional fiduciary services | $225 / hour |
| Complex trust administration | $250 / hour |
| Conservatorships (court matters) | $250 / hour |
| Emergency / after hours | $300 / hour |
| Holidays | $350 / hour |
| Administrative support | $125 / hour |
| Travel | Included within 30 miles; additional travel billed at $75 / hour |
All fees are subject to the terms of our engagement agreement and may be adjusted annually.
| Up to $2 million | 1.00% |
|---|---|
| $2 million – $5 million | 0.85% |
| $5 million – $10 million | 0.75% |
| Over $10 million | Negotiable |
| One-time or short-term administration | $225 – $250 / hour |
| Initial case review | $350 flat fee |
|---|---|
| Court appearance | $500 minimum |
| Ongoing administration | $250 / hour |
| Emergency response | $500 / hour |
Portrait of Shannon Kampa1200 × 1500natural light, plain background, looking at camera
A real photograph does more for trust here than anything else on the page.
The licence belongs to a person, not a logo
Shannon Kampa brings a client-centered background to Fedora Fiduciary, her new fiduciary business. Her professional experience includes working directly with individuals and families through Ellaphun Mobile Notary, where accuracy, confidentiality, organization, and trust are essential parts of the work.
Through Fedora Fiduciary, Shannon is building on that foundation to support clients who need thoughtful, dependable assistance managing important personal and financial responsibilities. Her approach emphasizes clear communication, careful attention to detail, and respectful service during decisions that can often feel complex or deeply personal.
FEDORA FIDUCIARYShannon Kampa
What families ask first
A professional fiduciary is a licensed, bonded individual appointed to manage money, property, and care decisions for someone else, serving as trustee, conservator, executor, or agent. The role carries a legal duty of loyalty: decisions must serve the person or the beneficiaries, never the fiduciary. In California, professional fiduciaries are licensed and regulated by the Professional Fiduciaries Bureau, which requires qualifying education, an examination, a background check, and ongoing continuing education.
Name a professional when no relative is available, when the relative lives far away or lacks the time, when family conflict would make any relative's decisions suspect, or when the estate is complex enough that a mistake would be costly. Serving as trustee is real work carrying real liability, and many families choose to spare a relative from it.
A trustee's authority comes from a trust document and reaches only the assets held in that trust. A conservator's authority comes from a court order and can reach a living person's finances, their care, or both. Trusteeship is usually private; conservatorship is supervised by the court, with inventories and accountings filed for review.
Yes. Fedora Fiduciary holds California professional fiduciary licence [#0000] and maintains professional liability coverage of [$0,000,000]. Where a court appointment requires a bond, one is obtained in the amount the court sets. Client funds are held separately from firm operating accounts and reconciled monthly.
Professional fiduciary services are $225 per hour, with complex trust administration and conservatorship court matters at $250 per hour and administrative support at $125 per hour. Ongoing clients can choose a monthly care plan from $1,500 instead. The first 30-minute consultation is complimentary, and you receive a written estimate before any engagement begins.
Yes, and it is one of the most common reasons we are appointed. We serve where the person or the property is located, here in Northern California, and report to family anywhere. Adult children managing a parent's care from another state receive [weekly / monthly] written updates and a direct line to the fiduciary handling the matter.
No. We work alongside them. The attorney handles the law, the CPA handles tax filings, the advisor manages the portfolio under our oversight, and we hold the authority and the responsibility for decisions. If you do not have those advisors, we can suggest several to interview, with no compensation to us either way.
Speak with us first, so we can confirm we are able to accept the appointment. Your attorney then names us using our exact legal designation: [entity or individual name, licence number, address]. We provide that language and a signed willingness to serve for your file.
Request a confidential consultation
Tell us what is happening. We will tell you honestly whether a fiduciary is the right answer, and what to do either way.
Call[(000) 000-0000]
ServingNorthern California, in person and remotely
Hours[Mon–Fri, 9–5]. Urgent matters answered the same day
