Licensed Fiduciaries

Discover local fiduciaries who can help with your estate planning needs.

No Photo Available

Lori Cochrane , MA, CLPF

Cochrane Support Services

It is our mission to provide person-centered specialized fiduciary services while preserving your dignity and protecting your financial and healthcare decisions. More Details
Work 200 Gateway Dr #855 Lincoln CA 95648 Work Phone: (916) 705-7309 Website: www.CochraneCSS.com
Services

It is our mission to provide person-centered specialized fiduciary services while preserving your dignity and protecting your financial and healthcare decisions.

No Photo Available

Amiee Kushner , CLFP #1304

Blue Pine Fiduciary LLC

Blue Pine Fiduciary provides services as trustees, personal representatives, decedent estate management 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. More Details
Work PO Box 1386 Nevada City CA 95959 Work Phone: (415) 484-6859 Website: www.bluepinefiduciary.com
Services

Blue Pine Fiduciary provides services as trustees, personal representatives, decedent estate management 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.

No Photo Available

Matt Quentmeyer

Sierra Fiduciary Services, LLC

Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings. More Details
Work PO Box 1032 Grass Valley CA 95945 Work Phone: (530) 273-6347 Work Fax: (888) 273-6347 Website: www.sierrafiduciary.com
Services

Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings.

No Photo Available

Michael F Storz , CLPF #387

Storz Fiduciary Services, Inc

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. More Details
Work PO Box 4688 Auburn CA 95604 Work Phone: (916) 220-3474 Work Fax: (916) 644-6258 Website: http://www.storzfiduciaryservices.com
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.

No Photo Available

David Edward True

True Fiduciary Service

Agent/POA/Trustee. Conservator of the Person. Boutique Life Planning. More Details
Work PO Box 329 North San Juan CA 95960 Work Phone: (530) 559-3266 Website: www.truefiduciaryservice.com
Services

Agent/POA/Trustee. Conservator of the Person. Boutique Life Planning.

No Photo Available

Barry White

Barry White, Professional Fiduciary

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. More Details
Work Phone: (530) 305-9036 Work Fax: (530) 653-2011 Website: http://www.barrywfiduciary.com
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.