CONCIERGE FIDUCIARY SERVICES
200 Gateway Drive, #855
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.
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.