Heather Hamilton

Heather Hamilton and Fiduciary Accounting Services LLC is the premier provider of fiduciary accounting for Trusts, Estates, and Conservatorships in California. They are a specialized accounting firm, partnering with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document the activities of a Trust, Estate, or Conservatorship.

In 2007, Ms. Hamilton founded Fiduciary Accounting Services solely focused on the preparation of court accountings and litigation support. She co-authored the Fiduciary Accounting Handbook, Chapters 3 and 16, published by CEB. Ms. Hamilton has provided instruction to other professionals throughout California and served as appointed Referee (Section 639), providing recommendations to the court. She is currently on the board of the Tri Valley Estate Planning Council.