Contact
Start with a conversation
Thoughtful guidance. Trusted support. A conversation starts here.
- Phone
- 650.674.7325
- Address
- San Carlos, CA 94070
- Hours
- [Monday to Friday, 9am to 6pm]
Closed weekends. Emails are typically answered within one business day. For time-sensitive matters or upcoming deadlines, please call directly.
Send a message
Service Area
Based in San Carlos, Fedora Fiduciary serves individuals and families throughout San Mateo County and surrounding Bay Area communities, including the Peninsula, San Francisco, and the South Bay. In-person services are available locally, with remote services offered when appropriate.
Response time
Emails are typically answered within one business day. For time-sensitive matters or upcoming deadlines, please call directly.
Credentials
Shannon L. Kampa. CLPF #1701. CGC #16760. NCG #15009. Notary COMM. NO. 2495043
Prefer to book a time?
Pick a time that suits you: [https://your-scheduling-link]
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.
CLPF #1701
CGC #16760
COMM. NO. 2495043
NCG #15009