Lorenz Private Trustees - San Diego, Beverly Hills, Temecula, Newport Beach, New Hampshire
  • Home
  • About
    • About
    • Mission Statement
    • Document Retention Policy
    • Marguerite C. Lorenz. CTFA, CLPF
    • Clay B. Spiegel, CPA
    • Noah B. Benton, Esq.
    • Joseph F. McMackin, Jr., CLPF
    • Ryan J. Shumacher, Esq.
    • Jane B. Lorenz
    • Speaking Events
    • In The News
  • What is a Fiduciary?
    • What is a Fiduciary?
    • Who Needs A Fiduciary?
    • Before Hiring Guide
    • Ethics For Trustees
  • Locations
  • Contact
  • How to Name Us
  • Your Estate Plan
    • Your Successor Trustee
    • Probate/Court Accountings
  • FAQs
  • Professionals
    • Financial Advisors
    • Attorneys

We are the kind of Trustee that wants to do things “Your Way.”​

We serve as Licensed Private Trustees and Executors. We are not a bank or a trust company, so we can customize our services to your needs and retain your investment plan (we don’t have an “investment department” or “proprietary investment products”).  We are private professionals who specialize in Estate Administration, Trust Management, Probate Administration, Estate Settlement and Fiduciary Accounting.
​
We each serve under your written Estate Plan as:
Trustee · Executor · Agent for Finance · Agent for Health Care
Marguerite C. Lorenz, CTFA, CLPF
Certified Trust and Financial Advisor
California Licensed Professional Fiduciary #319
Clay B. Spiegel, CPA, CLPF
Certified Public Accountant
California Licensed Professional Fiduciary #608
Noah B. Benton, Esq.
Private Trustee and Executor
California Licensed Attorney SBN 298877
Joseph F. McMackin, Jr., CLPF
Private Trustee and Executor
California Licensed Professional Fiduciary #1066
Ryan J. Shumacher, Esq
Private Trustee and Executor
California Licensed Attorney SBN #303633
We are Specialists in:
  • Trust Administration
  • Trust & Estate Accounting
  • Probate Administration
  • Estate Settlement
  • Court Accountings
  • 1041/541 Tax Return Preparation
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We believe that each person chooses the Life he/she wants.

​We honor your vision and values, as expressed in your estate plan.

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Our History​

​Jane B. Lorenz, CPA started her practice as a solo Certified Public Accountant in 1975 in San Diego County. After building great professional relationships over many years, Jane was asked to serve as trustee on several matters.

​In 2003, Marguerite Lorenz, Jane's stepdaughter, joined as partner, and together, they formed Lorenz Fiduciary Services, Inc.(LFS) with a staff of 5.
 
Clay Spiegel, CPA, Jane's son, joined as partner in 2009. By 2012, the team had moved into their own building in Temecula, California, while maintaining offices in San Diego and Orange Counties.
 
Noah Benton, Esq., joined the firm in 2016, after serving as an estate planning attorney, and trust litigator.
 
Sadly, Jane passed away in 2017. Marguerite, Clay and Noah took over Jane's matters. Because of Jane's excellent planning, the transition went smoothly.
 
Joseph F. McMackin, Jr., left the Software/Event Organization world to come onboard in 2018, and Ryan Shumacher, Esq., estate planning attorney and bank trust officer joined us in 2019.
 
Now, known as Lorenz Private Trustees, we are looking ahead to a bright future with 5 trustee partners, and 11 support staff. In California, we have offices in San Diego, Orange, Riverside, and Los Angeles Counties. In New Hampshire, our office is in Portsmouth.
 
We look forward to serving you, and your loved ones, with same care and quality we started with in 1975.

Serving Clients Throughout Southern California and Beyond, including Beverly Hills in Los Angeles, Newport Beach in Orange County, Mission Valley in San Diego County, Temecula in Riverside County, and Portsmouth in New Hampshire

Locations

​Telephone | 877-630-8448

  • Home
  • About
    • About
    • Mission Statement
    • Document Retention Policy
    • Marguerite C. Lorenz. CTFA, CLPF
    • Clay B. Spiegel, CPA
    • Noah B. Benton, Esq.
    • Joseph F. McMackin, Jr., CLPF
    • Ryan J. Shumacher, Esq.
    • Jane B. Lorenz
    • Speaking Events
    • In The News
  • What is a Fiduciary?
    • What is a Fiduciary?
    • Who Needs A Fiduciary?
    • Before Hiring Guide
    • Ethics For Trustees
  • Locations
  • Contact
  • How to Name Us
  • Your Estate Plan
    • Your Successor Trustee
    • Probate/Court Accountings
  • FAQs
  • Professionals
    • Financial Advisors
    • Attorneys