Concierge Fiduciary Services

10/12/2026

Planning your own funeral might not be the easiest conversation to have, but it can be an incredibly meaningful gift to the people you love.
While you're at it, get your estate planning done! Goff Legal, PC will be at this event, ready to help.

What do you want your family to know?

Your wishes.
Your preferences.
The things that matter to you.

Planning your own funeral might not be the easiest conversation to have, but it can be an incredibly meaningful gift to the people you love.

And you don't have to figure it all out alone.

Join us for Have the Last Word - a relaxed evening at Morgan Oaks Eternal Preserve where we'll create space to talk about these things, ask questions, and actually make some decisions.

There will be food, drinks, community, and yes, even a little fun 😊
Bring your spouse. Bring a friend. Come together and make an evening of it.

📅 Thursday, October 22
⏰ 5–7 PM
📍 Morgan Oaks Eternal Preserve

Plan your funeral. Make your wishes known. Have the last word.
👉 Save your spot - this event is free, but you have to register!

Click below to save your spot:
https://docs.google.com/forms/d/e/1FAIpQLSetugDYVCnfFrkjymI2TXnyxHk5retyLBoL2xsuSUEyYuCHMQ/viewform

09/18/2026

Professional development mode: activated! 💡

Great minds think alike, but exceptional fiduciaries keep learning together! 🧠✨

CFS Fiduciary Laura Brownell and I (Lori) recently spent the day at the historic Hayes Mansion for a brilliant educational symposium, swapping insights and diving deep into industry trends with the wonderful Sarah Trejo of Trejo Fiduciary Services.

Staying at the top of our game means better service, stronger strategies, and total peace of mind for the families we serve. 💼🏛️

Plus, well, it was a total blast hanging out, not causing trouble or laughing too loud, I swear. 🤓🫣

www.concierge-fiduciary.com
www.sarahtrejo.com

09/15/2026

Your pet relies on you for everything—from who gives the best belly rubs to where their vet records are kept. If an emergency strikes or you pass away, who will know how to care for them?

🐾Placer SPCA has provided a Planning for Your Pet Form, to ensure your companion never gets left behind.

By taking just a few minutes, you can document critical details to help us help your pet.

👇 Click the link to download and fill out your Planning for Your Pet Form today:
https://www.concierge-fiduciary.com/post/planning-for-your-pet

When clients name us as their Fiduciary on their legal estate planning documents, one of our legal roles is to oversee the transition of your pet and ensure your designated caregiver receives all the guidance you have provided. While we do not directly supervise or guarantee day-to-day care once you...

08/24/2026

Should I Stay or Should I Go?

It is a question we hear often from our clients: "Should I remain in my current home, or transition to an Assisted Living community?" While the answer is rarely simple, thoughtful planning makes all the difference.

Planning Ahead
Moving marks the beginning of a new story, and it requires thoughtful design rather than a hasty reaction to a crisis. As our client, we are here to guide you through this significant transition, ensuring it is a carefully orchestrated step toward your ideal next act.

Our role is to illuminate the possibilities of your future, and to safeguard what is important to you, such as your well-being. By evaluating both financial considerations and lifestyle preferences, we establish a tailored strategy so you can make confident, informed decisions at your own pace.

The Value of the Intake Process
Completing our intake process offers a valuable opportunity to document your personal preferences for yourself and your loved ones. The details you share enable us to create a seamless, proactive plan for transitioning from independent living to supportive care whenever the time is right.

Next Steps & Key Responsibilities
> Connect with a Placement Professional: Your task is to connect with a placement professional to assist with location options.
> No Direct Costs: Sort of like a Real Estate Agent, they work on commission, so there are no direct costs for their services.
> Scope of Service: Concierge Fiduciary staff members do not perform placement services.

Planning your transition is a collaborative effort. While our strategic guidance helps map out a tailored plan, your active participation and coordination with a placement professional are essential to achieving a successful outcome that honors your wishes and well-being.

The following placement professionals are provided for your information and resource purposes only. Concierge Fiduciary Services does not receive compensation from these entities, nor does this list constitute an endorsement of their services. We encourage you to interview multiple professionals to determine which partner best aligns with your individual needs and preferences.
Senior Care Solutions: 916-965-5655
Senior’s First: 530-889-9500
Senior Living Placement Specialists: 435-754-4147

08/23/2026

Lori Cochrane and attorney Jarom Phipps of Buchalter Law held a sponsored educational event last week on "Estate Planning with the Professional Fiduciary in Mind"!

​It was an engaging session with fellow fiduciaries and attorneys, diving into how thoughtful estate planning and proactive fiduciary collaboration lead to smoother administration and better outcomes for clients.

A huge thank you to everyone who attended both in-person and statewide online, and brought such insightful contributions to the discussion!
​
​

08/13/2026

Today, August 13th, the California Senate Appropriations Committee will hold a hearing to take AB 1939, off suspension.

This bill allows licensed professional fiduciaries to organize as "professional corporations". What the legislation adds is a business structure that can provide greater continuity, succession planning, and stability when a fiduciary becomes ill, disabled, retires, or dies.

Concierge Fiduciary Services has strongly supported this bill to improve the safety and integrity of our services for our clients. Although CFS is an s corporation, (a DBA subsidiary of Cochrane Support Services) it is not the same thing.

Under the current structure, the professional fiduciary practice revolves around one individual assigned to serve. An unexpected incapacity or death can leave vulnerable beneficiaries, families, counsel, and the courts scrambling to arrange a transition.

We've thought ahead! For several years, CFS has worked with attorneys drafting language in order to provide internal succession to prevent a problem. This bill will close the loop and make it secure.

Here's hoping the bill will progress and eventually be passed.

Estate planning at its finest = protection for our clients!

We protect and carry out your financial and healthcare decisions. We are the professional fiduciaries of Concierge Fiduciary Services. We are here for you as your successor trustee or your agent with power of attorney. We serve the foothill area of northern California and beyond.

06/27/2026

Round two for our fearless leader Lori Cochrane at the Hyatt Regency Sacramento, for the Professional Fiduciary Association of California - PFAC annual Leadership Retreat.

It takes a village of volunteer PFs, and paid professional organization staff to support over 1,200 active professional members.

With the fastest growing segment being the Student Membership tier, PFAC's core purpose is education -- not just to help students pass the rigorous exam for licensing, but to continue on the high quality education necessary to maintain professional licensing, and provide education and tools for best practice.

Thanks PFAC! 👏🏻👏🏻👏🏻

06/01/2026

We successfully concluded another professional conference, this time conveniently held right here in Sacramento. We appreciated the opportunity to gather near the state capitol and reconnect with many valuable colleagues. Our passion for this work is matched only by our gratitude for the incredible people we collaborate with—a true testament to the power of our community.
Thanks Professional Fiduciary Association of California - PFAC!

04/17/2026

This photo was taken before the Lincoln Hills Business Showcase began, when our candy wasn't out yet.

Once the doors opened, Jenny and Lori were immediately busy answering a steady stream of questions and, consequently, never got a chance to take a selfie!

We would like to thank everyone who stopped by our table to say hello. It is gratifying to know that we are such a valuable resource for the community.

We're here for you!