Meet Heidi

Heidi Steinke, Esq., Professional Fiduciary

As an attorney and fiduciary, I am held to very high ethical standards by the State Bar of California and the Professional Fiduciary Association of California, and I take my fiduciary duties, and continuing education requirements for both organizations, very seriously.  

I practiced as an attorney in the area of Probate Law for 10 years, with a focus on preparing reports for court accountings on behalf of professional fiduciaries, so I am very familiar with the work of fiduciaries. Based on my work with professional fiduciaries, I transitioned to working as a fiduciary myself in 2019.  I love the relationships I have with my clients and I love what I do! 

I give each case personal, individualized attention to ensure that the client’s needs and wishes are being fulfilled. When actively administering an estate, I keep family members and interested parties updated and informed through regular communication. I am prepared to work with other professionals, such as financial advisors and accountants, as needed, to make sure the client’s best interests are being met.  If a client already has relationships with certain professionals in place, I will continue those relationships.  

I have lived in Roseville with my husband and three daughters for 11 years and we are very active in the Roseville community.

• Graduated from the University of California, Los Angeles with a Bachelor of Arts degree in History

• Graduated from the University of the Pacific, McGeorge School of Law with a Juris Doctor degree

• Active member of the State Bar of California, License #252080

• Member of the Professional Fiduciary Association of California

• Member of the Placer SPCA Planned Giving Committee

• Attorneys may practice as fiduciaries and are exempt from being licensed through the Professional Fiduciaries Bureau pursuant to California Business and Professions Code Section 6530(b).