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Lori Cochrane, MA

California Licensed Professional Fiduciary #795

Our founder, 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. 

 

To back up her passion and tenacity, she earned a Bachelor’s Degree in Behavioral Psychology, and a Master’s Degree in Special Education from California State University, Sacramento. 

 

Lori is a General Member of the Professional Fiduciary Association of California, acting as the region's educational chairperson. She is also a member of the National Guardianship Association and attends their annual conference. 

She is mom to three adult children and is happily married to Mike. They live in Lincoln where they've both contributed significantly to their community through volunteer service and fundraising. 

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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 very 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 Doctor at the University of the Pacific, McGeorge School of Law.

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

 

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

Cochrane Support Services is very fortunate to have Heidi join forces to make our practice full-service. 


 

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     All Copyrights Reserved

ADDRESS:  

200 Gateway Drive, #855
Lincoln, CA  95648

NOTIFICATION TO CONSUMERS

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

You can also reach them 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 her license status at www.calbar.ca.gov/public
You can also reach them by telephone at (415) 538-2000

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