Licensed Fiduciaries
Discover local fiduciaries who can help with your estate planning needs.
Lori Cochrane , MA, CLPF
Cochrane Support Services
Services
It is our mission to provide person-centered specialized fiduciary services while preserving your dignity and protecting your financial and healthcare decisions.
Amiee Kushner
Blue Pine Fiduciary LLC
Services
Blue Pine Fiduciary provides services as trustees, personal representatives, conservators, and agents under a durable power of attorney. We strive to protect and provide for those in need in accordance with their best interests, while at the same time encouraging and empowering people in decision making and maintaining control of their own lives to the greatest extent possible.
Matt Quentmeyer
Sierra Fiduciary Services, LLC
Services
Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings.
Michael F Storz , CLPF #387
Storz Fiduciary Services, Inc
Services
Licensed fiduciary through the California Department of Consumer Affairs since 2009, #387, providing administration for decedent, revocable, irrevocable and SNT trusts as well as conservatorship and probate administration. Member of the Professional Fiduciaries Association of California (PFAC), currently serving as the State Association Secretary.
Barry White
Barry White, Professional Fiduciary
Services
As a licensed fiduciary, I provide trust and estate administrator services, act as agent under powers of attorney (financial & health care), personal financial management, veterans payee & court appointment as a conservator for the person and/or estate.