Catherine Bishop is an ePIC-certified Estate Planning Advisor serving families throughout California’s Inland Empire and Riverside County. She is passionate about helping individuals and families approach estate planning with greater clarity, confidence, and peace of mind.

Catherine understands that creating an estate plan is about much more than documents. It involves personal conversations about family, finances, future wishes, and the people and things that matter most. She believes those conversations should never feel intimidating or impersonal. Her approach is warm, patient, and educational, taking the time to listen, answer questions, and help clients understand each step of the process so they can make decisions that truly reflect their wishes.

As a wife and mother of two boys, Catherine’s appreciation for estate planning is deeply personal. Family is at the center of her life, and she understands the desire to protect what you have worked for while making things as simple as possible for the people you love. Outside of work, Catherine enjoys spending time with her family, being outdoors, and embracing the active, family-centered lifestyle of Southern California.

Through her certification with ePIC Services Company and her partnership with Golden Years Solutions, Catherine is committed to providing a comfortable and supportive experience from the first conversation through the completion of the estate-planning process. Her goal is for every client to walk away not only with a plan in place, but with the reassurance of knowing their wishes are documented, their family is better protected, and they have someone they can comfortably turn to along the way.