Lorenz Fiduciary Services: The Best team for your Trust in San Diego, Temecula, and Orange County
  • Home
  • About
    • About
    • Mission Statement
    • Document Retention Policy
    • Marguerite Lorenz
    • Clay B. Spiegel
    • Noah B. Benton, Esq.
    • Joseph F. McMackin
    • 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
  • FAQs
  • Your Estate Plan
    • Your Estate Plan
    • Your Successor Trustee
    • Probate/Court Accountings
    • Estate Planning 101® Classes
  • Professionals
    • Financial Advisors
    • Attorneys
    • Industry Professionals
  • Testimonials
  • Contact
  • How to Name Us
  • Blog

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.
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We each serve under your written Estate Plan as:
Trustee · Executor · Agent for Finance · Agent for Health Care
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:
  • Trust Administration
  • Trust & Estate Accounting
  • Probate Administration
  • Estate Settlement
  • Court Accountings
  • 1041/541 Tax Return Preparation
Lorenz Fiduciary Brochure
File Size: 3624 kb
File Type: pdf
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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​

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“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. 
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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.
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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

Set up an Appointment

We are the kind of Trustee that wants to do things "Your Way"

EMAIL | LFS@mytrustee.net

RIVERSIDE COUNTY
​43537 rIDGE PARK dR
​tEMECULA, cA 92590

oRANGE cOUNTY
4000 MACARTHUR BLVD. #600
nEWPORT BEACH,  ca 92660

SAN dIEGO
7676 hAZARD cENTER dR #900
sAN dIEGO, ca 92108

 Send all mail to the Temecula location

​Telephone | 877-630-8448

  • Home
  • About
    • About
    • Mission Statement
    • Document Retention Policy
    • Marguerite Lorenz
    • Clay B. Spiegel
    • Noah B. Benton, Esq.
    • Joseph F. McMackin
    • 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
  • FAQs
  • Your Estate Plan
    • Your Estate Plan
    • Your Successor Trustee
    • Probate/Court Accountings
    • Estate Planning 101® Classes
  • Professionals
    • Financial Advisors
    • Attorneys
    • Industry Professionals
  • Testimonials
  • Contact
  • How to Name Us
  • Blog