How to Name Us
If you have decided to name Marguerite, Clay, Noah, Joe, and/or Ryan as your Successor Trustee (named as Marguerite C. Lorenz, followed by Clay B. Spiegel, followed by Noah B. Benton, followed by Joseph F. McMackin Jr., followed by Ryan J. Shumacher – or in any order you choose), please ask your attorney to send us a full set of the following documents:
We look forward to getting better acquainted, and as a result, we will be ready to serve whenever the need arises.
Suggested Trust Language: “If Marguerite C. Lorenz, Clay B. Spiegel, Noah B. Benton, Joseph F. McMackin Jr., and/or Ryan J. Shumacher are unable to act, then the President of Lorenz Fiduciary Services shall have the authority to appoint a successor trustee.”
ACCOUNTING OBJECTION PERIOD – We suggest 180 days
- Trust
- Will
- Power of Attorney for Finance
- Advance Health Care Directive
- Certificate of Trust
We look forward to getting better acquainted, and as a result, we will be ready to serve whenever the need arises.
Suggested Trust Language: “If Marguerite C. Lorenz, Clay B. Spiegel, Noah B. Benton, Joseph F. McMackin Jr., and/or Ryan J. Shumacher are unable to act, then the President of Lorenz Fiduciary Services shall have the authority to appoint a successor trustee.”
ACCOUNTING OBJECTION PERIOD – We suggest 180 days