We serve as trustees, executors, conservators and agents for finance and/or healthcare. Call us to arrange an initial, one-hour consultation free of charge.
More About Our Company
Hansen & Pereira is a full-service fiduciary firm located in the heart of historic Eureka, perched on the shore of Humboldt Bay along the beautiful, rugged northern coast of California. The firm is owned and managed by professional fiduciaries Lisa K. Hansen, CLPF, NCG, and Matthew A. Pereira, CLPF, NCG.
Summary of Services
Hansen & Pereira offers services encompassing not only traditional financial and health care fiduciary roles, but also support services for seniors and their families, as well as support services for non-professional fiduciaries.
The firm’s formal Fiduciary Services include serving as court-appointed or privately named trustee, trust protector, executor or administrator of a will, conservator of the estate and/or person, agent for finance under a durable power of attorney, agent for health care under an advance directive, and legal guardian for minor children.
Recent Blog Posts
April 8, 2014 |
What does the fiduciary do? How do fiduciaries work? How much do fiduciary services cost?
April 7, 2014 |
A fiduciary is entrusted to manage your finances, including liquid cash in bank accounts, investment portfolios, estate assets and retirement funds.
September 2, 2013 |
Lisa is a member of the Professional Fiduciary Association of California (PFAC)
May 6, 2013 |
We’re located at 317 I Street on the east end of Old Town Eureka, near the Humboldt County Courthouse…