Logo Button.png
Lori Cochrane
Lori Cochrane, MA

California Licensed Professional Fiduciary #795

Our founder and Principal Fiduciary, Lori, focuses on the care and management of your health and well-being, to a degree above where you might expect.

 

She makes it her priority to ascertain your life and care preferences to ensure her professional services rise to the highest level as your surrogate.

 

Lori's reliable service is based on her relationships and experience giving her ease of access to resources and expertise.

 

Held to the highest ethical standards by the California Fiduciary Bureau, Lori takes every client, every decision, and every task, very seriously.

 

Lori is a veteran of health and disability advocacy and supporting person-centered practices since 2000. Her outgoing and warm personality combined with her take-charge abilities have helped countless families during times of difficulty and transition. 

In her off time, Lori immensely enjoys playing the flute. She is a member of the Sacramento Flute Club. She has three adult children who live out of state. She and her awesome husband live in Lincoln.

Contact Lori directly by phone at (916) 705-7309 or by email at Lori@CochraneCSS.com

PhotomedHeidi2021.jpg
Heidi Steinke, Esq.

Professional Fiduciary,

State Bar of California License #252080

Handling trust and estate matters, Heidi's caliber of qualifications are top-notch. She is held to high ethical standards by the State Bar of California.​ Practicing as a Professional Fiduciary, (not providing legal advice), Heidi manages all aspects of your trust and manages your assets following your preferences and/or your investment style.

 

She maintains close attention to detail as she makes prudent decisions, protecting your assets, taking her fiduciary duties very seriously. Heidi carefully navigates the transition process as your estate evolves.

 

Heidi has worked in the field of Probate Law since she was admitted to the California State Bar in 2007. She transitioned to practicing as a Professional Fiduciary in 2019. She attended and graduated from UCLA, with a BA in History, and then went on to earn her Juris Doctorate at the University of the Pacific, McGeorge School of Law.

The pride and joy of Heidi and her husband's lives are their three beautiful daughters. They live in Roseville where the girls are active in sports and activities that keep their mom on her toes.

Heidi is an active member of the State Bar of California, and the Professional Fiduciary Association of California.

Contact Heidi directly by phone at (916) 775-3336 or by email at Heidi@CochraneCSS.com

PhotoValmed2021.jpg
Valerie Isaacson

Fiduciary Assistant/Intake Coordinator

Val has a caring, compassionate, gentle approach. In a family of entrepreneurs, she learned the value of working hard and listening to people’s needs. She is known for her attention to detail and her focus on practical solutions. Val realizes that each person’s needs are unique.
 

After college, Val’s work in Social Services helped set the foundation for who she has become. Her experience since 2015 has been centered around professional organizing, downsizing, and resettling older adults. She is not only accomplished at logistical management, she also professionally provides guidance and is empathetic toward clients who are in the midst of planning or implementing their plan. She recognizes this as an individual journey.

 

At Cochrane Support Services, Val’s character drives her purpose to assist our clients with their journeys. Her efficiency and focus bring a sense of calm and peace to the office. We task her with a variety of projects to take advantage of her skills. She has her sights set on completing her education to become a licensed fiduciary. We feel it is a win-win situation for Val to gain exposure to the work we do, while we reap the benefits of having her on our team. 

 

Val earned a Bachelor of Arts degree in Counseling Psychology, with a concentration in Social Services, from University of Toledo, where she was raised. She, her two adult girls, and husband have lived in Northern California since 2002. 

 

In her off-time, Val enjoys running, being active, exploring, and traveling. She finds it especially important to spend time with her family in the midwest. 

 

Contact Val directly by phone at (916) 775-3303 or by email at info@cochranecss.com

Meet Our Fiduciaries
Lori Cochrane