In 2007, Heather founded Fiduciary Accounting Services, LLC (FAS) with the understanding that many attorneys, accountants, and bookkeepers do not have the time, resources, or expertise to the prepare thorough and accurate accountings in accordance with the California Probate Code. Today, Heather is recognized as one of the most skilled practitioners of fiduciary accounting in the state.
Heather co-authored the Fiduciary Accounting Handbook, Chapters 3 and 16, published by Continuing Education of the Bar (CEB 2015) as updated in 2020. She has presented and provided fiduciary accounting instruction to professional organizations throughout California. Heather has been
appointed Referee (Section 639), providing review and recommendations to the court regarding the approval of fiduciary accountings. She is a member of the East Bay Trusts & Estates Lawyers, Diablo Valley Estate Planning Council, and Professional Fiduciary Association of California.