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Lee Ann Hitchman

Partner and Professional Fiduciary

Lee Ann Hitchman

Lee Ann Hitchman, Founding and Senior Partner, began her fiduciary practice in 2005 performing pro bono work through the Unbefriend Elderly program in Orange County. From these humble beginnings, Hitchman Fiduciaries now consists of eight employees including several family members. Lee Ann's personal philosophy is to focus on a person’s specific issues they may be facing during a very difficult season in life, as well as addressing their specific estate issues. This compassion and more holistic approach has led to a successful fiduciary practice over the years. 

Life experience and diverse career opportunities have equipped Lee Ann to develop the specific skills needed to address the needs of trust administration. While expertise and technical skills are extremely important, the fiduciary business is really all about people and their unique situations including families, settlor, beneficiaries, and vendors. Lee Ann and her team have created a culture of compassion and respect that separates their services from many others. 

Lee Ann's passion is to help those who come to the firm in need and to provide a safe place for them to manage the changes in whatever form that takes – death of a settlor, incapacity of a settlor, settlement fund for someone with special needs. In her role as a Senior Partner, she has created a welcoming and family-like environment and this plays a part in the significant number of referrals the firms receives on an ongoing basis. 

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Education

Lee Ann attended California State University Fullerton and graduated with a Bachelor's Degree in Mathematics. After working a few years as a software developer, her company sponsored her to attend University of Southern California where she earned an MBA. Recognizing the value of real-word business experience, Lee Ann worked full time while complete graduate school.

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Professional Associations

  • Orange County Bar Association
  • Professional Fiduciary Association of California
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Ratings/Awards

Lee Ann is a recognized speaker for various industry-related associations and other professional groups. Keynote topics include special needs trusts, the role of a fiduciary, and other general administration topics. Lee Ann has been active in developing curriculum over the years in various roles with the Professional Fiduciary Association.

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Volunteer Support

  • Orange County Bar Association
  • Professional Fiduciary Association of California
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Just for Fun

Lee Ann has been married for almost 40 years and she and her husband/business partner have six grown children. She enjoys family activities and loves her community garden.