Specialized Fiduciary Services
 
How to Spot a Good Fiduciary

A good fiduciary:
 

  • Adheres to the highest professional standards and ethical principles defined by the state of California Professional Fiduciaries Act, and the Professional Fiduciary Association of California.
     

  • Treats the client with dignity.
     

  • Involves the client in all decision-making, to the greatest extent possible.
     

  • Maximizes self-reliance and independence of the client.
     

  • Respects that the money and property being managed belong to the client.

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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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