- Heidi Bitterman, J.D., C.T.F.A., is a licensed California attorney and professional fiduciary serving as trustee on matters in Washington, Oregon, and California. Although she no longer practices law, she maintains her California bar license as a reflection of her commitment to professional excellence, ethical standards, and ongoing competency. She brings nearly two decades of experience in trusts and estates, fiduciary administration, and multigenerational wealth advising.
Heidi’s career spans leadership roles across both legal and financial institutions. As Vice President and Client Advisor at The Whittier Trust Company of Nevada, Inc., she advised ultra high net worth families and provided strategic guidance in estate planning, trust administration, philanthropy, investment management, and complex family governance. Prior to that, she served as Estate Settlement Market Director for Bank of America, overseeing fiduciary administration across the West Coast and leading a team responsible for high risk and high complexity estate matters. Earlier in her legal career, she established and grew a trust and estate practice within a family law firm, managing comprehensive estate planning, probate, and trust administration matters.
Heidi is actively engaged in her professional and local communities. She serves on the board of directors for the East King County Estate Planning Council in Bellevue, Washington; is a co chair of the University of Southern California’s Seattle Regional Alumni Network; and is a trustee of Path 2 Healthy, a nonprofit dedicated to helping individuals eat well, live well, age well, and live more abundantly through holistic health and wellness practices.
Grounded in a lifelong commitment to service, Heidi brings clarity, compassion, neutrality, and integrity to her work with individuals and families navigating complex financial, legal, and multigenerational dynamics. She lives in Seattle, Washington, and enjoys traveling, exploring the outdoors, and spending meaningful time with friends and family.
Education:
- Bachelor of Arts in Communication, University of Southern California
- Juris Doctor, Southwestern Law School
Certification:
- Licensed California Attorney (SBN 245221)
- Certified Trust and Fiduciary Advisor
Member:
- Board of Directors, East King County Estate Planning Council
- Co-Chair University of Southern California's Seattle Regional Alumni Network