Trustee services
Trust assets managed and distributed as intended.
Read moreWelcome to Fedora FiduciaryProfessional management of trusts, estates, and financial matters
Wearing every hat, protecting what matters most.
We take on the financial and medical decisions your family can no longer carry alone, with the care you would want for your own.
Founder
Shannon L. Kampa, Owner and California Licensed Professional Fiduciary
Shannon L. Kampa brings a client-centered background to Fedora Fiduciary. Her professional experience includes working directly with individuals and families as the owner of Ellaphun Mobile Notary, a mobile notary service that travels to clients wherever they are, at home, in the hospital, at a care facility, or at the office, to verify identities, witness signatures, and notarize important documents such as powers of attorney, trusts, advance health care directives, and real estate papers.
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.
Our services
Professional support across trust, estate, and personal affairs
Five ways we help, one promise behind each: your interests come first.
Health care directive agent
Your voice in medical decisions when you can’t speak.
Read morePower of attorney representation
Acting for you, only within the authority you grant.
Read moreFinancial and health care support
Bills paid, benefits current, problems caught early.
Read moreEstate and settlement administration
Estates settled with a clear account for every beneficiary.
Read moreWhy this is hard
Managing an estate or financial affairs can be complex
Families often take this on while working, raising children, and living far away. We carry that weight, so you don’t have to.
The standard
Putting the needs of others first
A fiduciary is legally bound to put your interests first. That means:
- Safeguarding and accounting for every asset
- Getting sound tax and legal advice
- Staying within the authority we’re given
- Taking responsibility for every decision
- Staying neutral in family disagreements
- Keeping clear records anyone can follow
Scope
Comprehensive support for your fiduciary needs
We hold the authority and the responsibility, and stay impartial when families can’t.
- Managing trusts and estates from start to finish
- Securing assets and keeping insurance and benefits current
- Keeping beneficiaries informed on a regular schedule
- Working with your attorney, CPA, and advisers
- Paying bills and catching unfamiliar charges early
- Overseeing property, vendors, and household matters
- Going to medical appointments on your behalf
- Preparing reports a family or court can follow
Professional standards and compassion are not competing priorities here. Both are the work.
Why a professional
Why appoint a professional fiduciary?
A licensed professional who handles what you can’t, and answers only to you.
Authority, with accountability
We act on your behalf, and every decision is on the record.
One role, many titles
Trustee, agent, or executor, the duty to you is the same.
Finances and health care, together
We handle the bills and the doctor’s visits, so nothing falls through the cracks.
Not the bank’s advocate, yours
We answer to you, not to the bank, the care home, or any one relative.
FAQs
Frequently asked questions
The questions families put to us first, answered plainly.
What is a professional fiduciary?
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.
When should a family hire one instead of naming a relative?
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.
What is the difference between a trustee and a conservator?
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.
Are you licensed and insured?
Yes. Fedora Fiduciary holds California professional fiduciary license #1701. 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.
Additional resources
Where to check what we tell you
A fiduciary should be easy to verify. Start here.
- California Professional Fiduciaries Bureau
Licensing, the code of ethics, and license look-up - Professional Fiduciary Association of California
Practice standards and continuing education - National Guardianship Association
Standards of practice, including caseload guidance - Fedora Fiduciary fee schedule
Our published rates and billing practices
CLPF #1701
CGC #16760
COMM. NO. 2495043
NCG #15009