Lori specializes in matters
of the person, serving as:​
 

• Power of Attorney for Health Care

• Special Needs & Health Care Advocate

• Care Manager

• Conservator of a Person

• Conservator of a person with Developmental Disabilities (Limited Conservatorship)

 

These duties are privately contracted
and/or legally assigned.

 

An individual's personal affairs are effected by the status of their estate. Professional Fiduciaries
work in conjunction to prudently protect
both the person and their estate.

​

 

Lori is a California Licensed Professional Fiduciary #795
 

And, she is a PROFESSIONAL MEMBER of:

National Guardianship Association

General Member of the
Professional Fiduciary Association of California
Placer Chapter Education Chairperson

The Arc of California

Placer County BAR Association
Probate & Estate Planning Section of PCBAR

South Placer Estate Planning Council

PREFERRED PROVIDER FOR:
Kaiser Permanente
Live Well at Home by Eskaton
Seniors First Resource Guide

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