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
We each serve under your written Estate Plan as:
Trustee · Executor · Agent for Finance · Agent for Health Care
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Clay B. Spiegel, CPA, CLPF
Certified Public Accountant California Licensed Professional Fiduciary #608 Marguerite C. Lorenz, CTFA, CLPF Certified Trust and Financial Advisor California Licensed Professional Fiduciary #319 Noah B. Benton, Esq. Private Trustee and Executor California Licensed Attorney SBN 298877 Joseph F. McMackin, CLPF Private Trustee and Executor California Licensed Professional Fiduciary #1066 Ryan J. Shumacher, Esq. Private Trustee and Executor California Licensed Attorney #303633 |
We are Specialists in:
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We believe that each person chooses the Life he/she wants.
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Our History |
“Ethics for Trustees” has been written to motivate and educate anyone and everyone who serves as Trustee: Professional Fiduciaries, Attorneys, Family Members, CPAs, Friends, etc. Those people who are contemplating their own Estate Plan should read this book as the selection of the individual who administers the Trust, the Trustee, is as important as the documents themselves.
Marguerite, Clay and Noah have developed a great team within their accountancy corporation (Lorenz Fiduciary Services, Inc.), continue their education in Fiduciary topics, and deeply enjoy their work as Trustees. They believe that everyone has the ability to live at choice, and this book is a labor of love to encourage good choices. Their main office is located in Temecula, and staffed by 12 team members. Additional offices are located in Mission Valley and Irvine/Newport Beach. The “Business of LifeTM“ What will happen when you are no longer able to care for yourself or the “Business of LifeTM“? Many people feel obligated to choose a family member or friend to do the work after a death or loss of capacity. This family member may soon feel overwhelmed by the numerous details and deadlines, the expectations of other family members, and the financial consequences. Most people don’t realize that it takes about three years to close an estate in California. Is your friend or family member prepared to handle such a long project? What if it takes longer? There are usually provisions in the trust and estate planning documents that instruct how to change Trustees. If the family member would like to resign from the job, simply contact the estate planning attorney to find out how. Marguerite, Clay and Noah are often named in the documents after a family member has had enough. Learn more about preventing this kind of upset. Our service is an alternative that contributes to family peace: An insured, professional Private Trustee is usually less costly than an inexperienced, busy, family member. We do not publish our fees because when we go to work and what we do for you depends on your particular needs and circumstances. We will discuss our fees with you when we meet with you in person. We want to know that we are the right fit before we accept your case. We’re Professionals |