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.
Contact Lori directly by phone at (916) 705-7309 or by email at
Heidi Steinke, Esq.
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.
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) 251-9599 or by email at
Love C. Miller, MPA
California Licensed Professional Fiduciary #947
Love’s qualifications, including a degree in social work and a Master’s Degree in Public Administration, are perfectly suited to managing Special Needs Trusts. Love’s confidence and professionalism balance perfectly with her humility.
Love’s passion to serve and drive to protect our most vulnerable clients is evident in her professional relationships. Her expertise and history of service are key to managing Special Needs Trusts and working with beneficiaries. She is the credible authority to protect and monitor the use of trust funds and protect necessary public benefits. Love is especially savvy relating with beneficiaries, using diplomacy, and diffusing high-tension situations.
Love is a California Licensed Professional Fiduciary. She earned a Certificate in Professional Fiduciary Management, in addition to her collegiate degrees. Love provides services in all financial estate management roles.
She is a member of the Professional Fiduciary Association of California and serves as a member of the Education Committee. She is also a member of the National Guardianship Association, a member of the Sacramento Bar Association, and a past member of the Sacramento Older Adult Collaborative.
Love’s desire to serve veterans led her to become a US Veteran’s Administration Representative Payee, making her a “Federal Fiduciary”. As a member of Zeta Phi Beta Sorority, Inc., Love serves her local community and hopes to inspire others to do the same.
When not working in service of others, Love can be found cooking, crafting, gardening, and traveling with her family.
Contact Love directly by phone at (916) 905-2573 or by email at