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
Estate Planning 101® Classes
FAQs
Professionals
Financial Advisors
Attorneys
Contact Us
*
Indicates required field
Name
*
First
Last
Phone Number
*
Email
*
Address
*
Line 1
Line 2
City
State
Zip Code
Country
How did you learn about us?
*
Comment
*
Submit
Call Us: (877) 630-8448
Fax: (760 ) 728 7080
Email Us: lfs@mytrustee.net
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
Estate Planning 101® Classes
FAQs
Professionals
Financial Advisors
Attorneys
