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.

Recent Work

These are some of the services we provide our clients

Fiduciary Services

Trust Services, Estate Services, Fiduciary Support, Accounting, & Consulting

Agent for Healthcare

Conservator and Agent for Healthcare

Our Office

535 Third Street, Suite A | 707.444.9364

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.

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Recent Blog Posts

April 8, 2014 |

Questions and Answers

What does the fiduciary do? How do fiduciaries work? How much do fiduciary services cost?

April 7, 2014 |

Why choose a professional fiduciary?

A fiduciary is entrusted to manage your finances, including liquid cash in bank accounts, investment portfolios, estate assets and retirement funds.

September 2, 2013 |

Professional Fiduciary Association of California

Lisa is a member of the Professional Fiduciary Association of California (PFAC)

May 6, 2013 |

Map and Directions

We’re at 535 Third Street, Suite A in Old Town Eureka.

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