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# Hansen and Pereira

Professional Fiduciaries

## Sitemaps

- [XML Sitemap](https://hansenpereira.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Why choose a professional fiduciary?](https://hansenpereira.com/why-use-a-professional-fiduciary/) - A fiduciary is entrusted to manage your finances, including liquid cash in bank accounts, investment portfolios, estate assets and retirement funds.
- [Questions and Answers](https://hansenpereira.com/questions-and-answers/) - What does the fiduciary do? How do fiduciaries work? How much do fiduciary services cost?
- [Fiduciary Services](https://hansenpereira.com/fiduciary-support-accounting-consulting/) - Trust Services, Estate Services, Fiduciary Support, Accounting, & Consulting
- [Map and Directions](https://hansenpereira.com/map-and-directions/) - We're at 535 Third Street, Suite A in Old Town Eureka.
- [Agent for Healthcare](https://hansenpereira.com/agent-for-finance-andor-healthcare/) - Conservator and Agent for Healthcare
- [Our Office](https://hansenpereira.com/our-office/) - 535 Third Street, Suite A | 707.444.9364
- [Professional Fiduciary Association of California](https://hansenpereira.com/professional-fiduciary-association-of-california/) - Lisa is a member of the Professional Fiduciary Association of California (PFAC)

## Pages

- [Home](https://hansenpereira.com/) - We serve as court-appointed or privately named trustees, trust protectors, executors, etc. see our Services Page for descriptions of our services.
- [Services](https://hansenpereira.com/services/) - Lisa and Matt often work as a team; together they bring a collective professional and education expertise,, and personal skill set greater than each individually.
- [Why choose a professional fiduciary?](https://hansenpereira.com/why-choose-a-professional-fiduciary/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https://hansenpereira.com/wp-content/uploads/2014/04/why-choose-fiduciary-square.jpg” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.6″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] A fiduciary is entrusted to manage the financial and/or healthcare affairs for another. Financial affairs often include management of bank accounts, investment portfolios, retirement
- [Questions and Answers](https://hansenpereira.com/questions-answers/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_4,3_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https://hansenpereira.com/wp-content/uploads/2014/04/Q-and-A.png” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.6″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ hover_enabled=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px”
- [Matthew Pereira](https://hansenpereira.com/about/matthew-pereira/) - California Licensed Professional Fiduciary, #720 (CLPF) Licensed by the State of California, Professional Fiduciary Bureau
- [Lisa Hansen](https://hansenpereira.com/about/lisa-hansen/) - California Licensed Professional Fiduciary, #399 (CLPF) Licensed by the State of California, Professional Fiduciary Bureau
- [About](https://hansenpereira.com/about/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https://hansenpereira.com/wp-content/uploads/2014/02/hansen-and-pereira-slide.jpg” alt=”hansen-and-pereira” title_text=”hansen-and-pereira-slide” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.27.6″ global_colors_info=”{}”][/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]Professional Resume: Lisa Professional Resume: Matt[/et_pb_text][/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.6″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] About Hansen & Pereira Hansen & Pereira is a full-service fiduciary firm located in the heart
- [Information for Drafting Attorneys](https://hansenpereira.com/information-for-drafting-attorneys/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https://hansenpereira.com/wp-content/uploads/2026/06/legal-manuscript-1.jpg” alt=”old legal document image” title_text=”legal-manuscript” admin_label=”Image” _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][/et_pb_image][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”] Link to the Estate Planning and End-of-Life Document Drafting Recommendations. [/et_pb_text][/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Estate Planning and End-of-Life
- [Resources](https://hansenpereira.com/resources/) - Adults should create and execute an advance health care directive (power of attorney for health care), a durable power of attorney for finance, and a will.
- [Contact](https://hansenpereira.com/contact/) - We’re at 535 Third Street, Suite A (upstairs) in Old Town Eureka. 707-444-9364
- [Mission Statement](https://hansenpereira.com/mission-statement/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https://hansenpereira.com/wp-content/uploads/2014/06/landscape-slide.jpg” alt=”initial one hour consultation” title_text=”landscape-slide” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.27.6″ global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.6″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] Mission Statement: Hansen & Pereira strives to harness, hone, and continually expand our professional skillsets, knowledge, and resources to provide
- [Matt: Continuing Professional Education](https://hansenpereira.com/about/matthew-pereira/matts-continuing-professional-education/) - Annual PFAC State-Wide Conference, April 2014 General Sessions (1.25 – 2.00 hours each): All You Ever Wanted to Know About Undue Influence & Mental Capacity Susan Bernatz, PhD Fiduciary Records – Liability & Breach of Fiduciary Duty Patrick Kohlmann, JD, CPA Risk Management – Running a Low Risk Fiduciary Office Larry Hilton; Sheri Sudweeks, Esq;
- [Lisa: Continuing Professional Education
](https://hansenpereira.com/about/lisa-hansen/lisa-continuing-professional-education
/) - Annual PFAC State-Wide Conference, April 2014 General Sessions (1.25 – 2.00 hours each): All You Ever Wanted to Know About Undue Influence & Mental Capacity Susan Bernatz, PhD Fiduciary Records – Liability & Breach of Fiduciary Duty Patrick Kohlmann, JD, CPA Risk Management – Running a Low Risk Fiduciary Office Larry Hilton; Sheri Sudweeks, Esq;
- [History](https://hansenpereira.com/history/) - [et_pb_section bb_built=”1″][et_pb_row][et_pb_column type=”4_4″][et_pb_text _builder_version=”3.7″] Hansen & Pereira began in 2008 as “Lisa K. Hansen, ElderCare Financial Services.” Lisa, a fifth-generation Humboldt County native from a long line of local professionals and entrepreneurs, was motivated to jump ship from the corporate world to launch the business after a personal experience with her beloved grandparents opened her
- [Initial Consultation](https://hansenpereira.com/initial-consultation/) - To arrange an initial one hour consultation, please call our office at 707.444.9364, or email us.

## Categories

- [Our Services](https://hansenpereira.com/category/our-services/)
- [Q&A](https://hansenpereira.com/category/qa/)

## Tags

- [trust services](https://hansenpereira.com/tag/trust-services/)
- [trustees](https://hansenpereira.com/tag/trustees/)
- [fiduciary management](https://hansenpereira.com/tag/fiduciary-management/)
- [living trusts](https://hansenpereira.com/tag/living-trusts/)
- [agent for finance](https://hansenpereira.com/tag/agent-for-finance/)
- [fiduciary](https://hansenpereira.com/tag/fiduciary/)
- [agent for healthcare](https://hansenpereira.com/tag/agent-for-healthcare/)
- [fiduciary support](https://hansenpereira.com/tag/fiduciary-support/)
- [accounting](https://hansenpereira.com/tag/accounting/)
- [consulting](https://hansenpereira.com/tag/consulting/)
- [risk and liability](https://hansenpereira.com/tag/risk-and-liability/)