Support from Professional Fiduciaries in Aging & End of Life
Recorded May 15, 2025
Presenters: Lori Ingram, Attorney and Jean McClune, CA Licensed Fiduciary
Attorney Lori Ingram has worked as a Professional Fiduciary in Sonoma County for the past sixteen years. Before opening her fiduciary practice, she practiced law in the Bay Area for three years, and owned or managed businesses in San Francisco and Sonoma County for 17 years, including work as a community organizer in San Francisco in the field of women’s reproductive health.
Her work with elders in a small medical practice in Sebastopol in the early 2000s inspired her shift into the fiduciary profession, when a beloved patient was diagnosed with dementia. After stepping in to help manage her friend’s finances, medical care, government benefits, and legal affairs she realized that she loved the variety and challenge of the work, and that her experience in law, business, financial and project management, and patient education enabled her to make a difference in the lives of elders who faced challenges and life transitions due to illness, disability or incapacity.
She has served on the Board of the Redwood Empire Estate Planning Council and as chair of the Education Committee for the Professional Fiduciary Assoc. of California (PFAC). She has studied death and dying since the late 1980’s after learning of her father’s two near death experiences, and has volunteered with the Living-Dying Project since 2009. She works with clients and their families at end-of-life, both in medical decision-making roles and as a care manager.
Jean McClune has been a California Licensed Professional Fiduciary for the past eighteen years. Prior to her fiduciary work she spent over twenty years as a consultant, trainer and management coach in the U.S. and abroad. She spent 7 years living abroad in Switzerland, Spain and Mexico and is fluent in Spanish. A lover of people, their histories and culture she found her passion in working with seniors, their end-of-life care and legacies. She has served as a State Director, Northern Region Director, and chair of the Education Committee for the Professional Fiduciary Assoc. of California (PFAC). In her time off she rows crew as part of an 8-woman team on the Petaluma River.
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Embracing End of Life (EEoL) Community Education Series
Our live interactive online Embracing End of Life (EEoL) Series are free events brought to you by Final Passages, a 501(c)3 non-profit.People who register for the live events often givbe a donation at the time they register, and get the replay at no cost. We offer these replays as a fundraiser. Contributions for Replays are directed to provide scholarships for our training programs, for reproducing and developing educational materials, publication of our book about family-directed home funerals, and other community and national outreach programs, including this monthly online series. To register for the next live EEoL event, see our home page. If you are unable to attend live, register in order to get the replay. You can also sign up for our newsletter to get announcements of this and other trainings and events offered through Final Passages.
