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~ High-touch, specialized skill sets, and continuity ~


When it’s time to hire fiduciaries, you want to know that your needs will be met professionally and according to your instructions. You don’t want to have to wonder about how ethical your fiduciary is or worry about gaps in areas of expertise. In other words, you want a trustworthy, full-service fiduciary that will focus on your unique needs. You want Cochrane Support Services. Our person-centered approach focuses on your individual needs while maintaining the highest professional standards. We focus on you, working to preserve your dignity and protect your financial and healthcare decisions. Read on to discover three things that set us apart.


High-touch We answer our own phones and stay connected even outside of typical business hours. We follow through ourselves, overseeing every aspect of your wishes, personally. Our business model is unique compared to other fiduciary firms where you’ll often find receptionists, case managers, or other stopping points before reaching the actual fiduciary. Not here at Cochrane Support Services. We take the time to engage directly with you, your family, vendors, financial institutions, etc… It’s about dignity and respect. We stand in your shoes.


Specialized skill sets Specialization is our super power. Other fiduciaries often take on situations in which the full gamut of needs is legally assigned to one individual fiduciary. (Assignments are legally made only to an individual fiduciary, not a company name). Taking on all the roles means that one person needs to know everything about managing a client's well-being, their assets, and perhaps even protecting loved ones’ public benefits. We don't pretend any one of us can do all those things.


Continuity

We are ready to serve now, and will be ready in twenty years. The maturity to handle complicated situations in a savvy way evolves over time. That doesn't mean a person needs to be nearing retirement themselves in order to understand the nuances of such a life change. In fact, choosing people to stand in your shoes, as your surrogate decision-makers, means choosing people who will be ready for the long haul, whenever that time may come.

The continuity of our business is ensured with its corporate status and stakeholders who are invested in continuing the legacy. No one at Cochrane Support Services is nearing retirement. Some other fiduciaries never stop taking clients, even as they approach retirement, or they take on this role after retiring from another field of work, planning on it being short-term. Perhaps they’re gambling that you’ll need services sooner rather than later. But what’s at stake is the longevity of your planning. We’re prepared to continue providing stellar service for many years to come.

  • Guest Writer -- Alexandria Goff, Esq., Goff Legal, PC

After the passing of a loved one, there are many steps to take. Some of them are legal, many of them are not. But the honest truth is that it takes a lot of time and doesn't always make a lot of sense. There are the first arrangements to make, contacting companies (often multiple times), and then executing your loved one's wishes. Each institution has different form(s) that they want to be filled out.

Sometimes they lose the forms, or they won't give you ANY information. It can be quite frustrating...and of course, some-times the family doesn't like what you are doing, or that the process isn't fast enough. To try and ease the burden we have created a checklist for people to use as a guide to help keep them on track with the process. While it doesn't have every scenario, it has a lot of the big "check-list" items.

Goff Legal - What to do when a loved one
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Download • 3.09MB

If you review the list and think... "that is a lot for my family to take on..." you always have

the option of hiring a professional fiduciary to take on that responsibility. Fiduciaries are sometimes called to act when there are no surviving family members to take on the role of executor and/or trustee. But, in times of family dispute, or extreme grief, the assistance of a professional can ease the burden and allow for the process to move more smoothly. Consider talking with a professional about how they might help with your estate when you are gone.


  • Lori Cochrane, Principal Fiduciary

A source for current, pertinent information and interesting features for people who are focusing on their future while aging. Content coming soon!


​​​​© COCHRANE SUPPORT SERVICES
     All Copyrights Reserved

ADDRESS:  

200 Gateway Drive, #855
Lincoln, CA  95648

NOTIFICATION TO CONSUMERS

Lori Cochrane and Love C. Miller are licensed and regulated by the California Department of Consumer Affairs,
Professional Fiduciaries Bureau. Website www.fiduciary.ca.gov   --   Verify license status at www.search.dca.ca.gov

You can also reach the Bureau by telephone at (916) 574-7340

 

Heidi Steinke is licensed and regulated by the State Bar of California.  She is practicing as a Professional Fiduciary,

not providing legal advice. Website www.calbar.ca.gov  --  Verify license status at www.calbar.ca.gov/public
You can also reach the State Bar by telephone at (415) 538-2000

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