Service Name: SPECIALIZED FIDUCIARY SERVICES - CFS
Organization Name: CONCIERGE FIDUCIARY SERVICES
Location
Location Name: SPECIALIZED FIDUCIARY SERVICES - CFS
- Accessibility: Yes
- Physical Address: 200 Gateway Drive, #855, Lincoln, CA, 95648
- Mailing Address: 200 Gateway Drive, #855, Lincoln, CA, 95648
- Description: Concierge Fiduciary Services provides specialized professional fiduciary services to individuals for the purpose of professional management or legal assignment for matters of probate, estate planning, or powers of attorney.Lori Cochrane, a licensed professional fiduciary is a founder and principal fiduciary, specializing in matters of the person, serving as power of attorney for health care, conservator of the person, and care and special needs advocate.Qualified Professional Fiduciaries on staff with Concierge Fiduciary Services specialize in matters of the estate, serving as trustee, successor trustee, special needs trustee, and power of attorney for finances.A concierge is a person or service that provides assistance with personal business.From https://www.merriam-webster.com/dictionary/concierge When someone has a fiduciary duty to someone else, the person with the duty must act in a way that will benefit someone else, usually financially. The person who has a fiduciary duty is called the fiduciary, and the person to whom the duty is owed is called the principal or the beneficiary.From https://www.law.cornell.edu/wex/fiduciary_duty
- Website: http://www.concierge-fiduciary.com
- Email: lori@concierge-fiduciary.com
- Phone(s): (916) 705-7309, (916) 705-7309
- Hours: Mon-Fri, 8am-5pm
- Eligibility: LGBTQ+ and the following:
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Areas Served:
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Contacts:
- Lori Cochrane, Principal Fiduciary, California Licensed Professional Fiduciary, lori@concierge-fiduciary.com