At Hendricks Fiduciary Services, we are dedicated to serving with integrity, compassion, and professionalism.
As licensed fiduciaries, we provide trusted guidance and oversight for individuals, seniors, and those with disabilities – managing financial matters, healthcare decisions, and daily needs when support is most critical.
Bound by a legal and ethical duty to act solely in our clients’ best interest, we uphold the highest standards of care, transparency, and confidentiality. Our mission is to offer peace of mind and protection when it’s needed most.
Barbara Hendricks, Principal
Hendricks Fiduciary Services is a family owned, private fiduciary practice dedicated to providing extensive personal services to those in need. As a Mother-Daughter duo, professional fiduciaries and team, we provide services to those in San Mateo, Contra Costa, Santa Clara, and San Francisco counties.
Kari Tattersall, Partner
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A professional fiduciary serves as power of attorney for clients and specializes in diplomatically administering multimillion-dollar trusts and financial portfolios.
We orchestrate distribution of estate and sale of property (lots and homes) in close coordination with trust attorneys and in alignment with clients’ wishes.
In California, a license is required to act as a professional fiduciary in multiple trusts, conservatorships, or probates. Licensed fiduciaries follow a strict code of ethics—prioritizing confidentiality, integrity, and compassionate service. Learn more at www.fiduciary.ca.gov or watch this video.
Please see our fees here.
Hiring a professional fiduciary offers more than just trust administration—it brings expertise, neutrality, and stability to complex family and financial situations. Whether navigating real estate, managing investments, running a business, or balancing competing beneficiary needs, a fiduciary ensures the trust is administered properly and fairly. When family members lack the time, expertise, or ability to agree, a private fiduciary can step in to preserve harmony and protect the trustor’s intent.
Choosing a private fiduciary offers personalized, responsive service that large corporate trustees often can’t match. You’ll have a single point of contact who prioritizes your needs and treats your trust with dedicated attention—not as one of hundreds. With the right experience and background, a private fiduciary can provide a higher level of care and oversight for your assets.
Our process begins with a complimentary discovery call, where we take time to understand your needs, answer your questions, and determine whether our services are a good fit. From there, we’ll discuss the specific support you’re seeking and review any documentation you’re able to provide (trust documents, powers of attorney, or care plans). Once we’ve identified the appropriate services, we’ll walk you through our fee structure and, if you choose to move forward, provide a service agreement to begin working together. Our goal is to make the process clear, collaborative, and comfortable from the very start.
Comfortably support the needs of seniors and elders with dementia, mental illness, and psychosocial challenges as well as people with physical disabilities.
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