May 7, 2026

Lorenz Private Trustees

Bitterman

Lorenz Private Trustees has appointed Heidi Bitterman, J.D., C.T.F.A., as a private trustee, serving clients across Washington, Oregon and California. Bitterman, a licensed California attorney who maintains her bar status, brings nearly two decades of experience in trusts and estates, fiduciary administration and multigenerational wealth advising.

Bitterman's background spans leadership roles in both legal and financial institutions. As vice president and client advisor at The Whittier Trust Company of Nevada, she advised ultra-high-net-worth families and provided strategic guidance in estate planning, trust administration, philanthropy, investment management, and complex family governance. She previously served as Estate Settlement Market Director for Bank of America. Earlier in her legal career, she established a trusts and estates practice within a family law firm, managing comprehensive estate planning, probate and trust administration matters.

Bitterman serves on the board of directors for the East King County Estate Planning Council; co-chairs the University of Southern California's Seattle Regional Alumni Network; and is a trustee of Path 2 Healthy, a nonprofit dedicated to holistic health and wellness.

Lorenz Private Trustees provides professional fiduciary services, including trust administration, estate settlement and related support for individuals and families across the country.