How to Name Us
If you have decided to name Marguerite, Clay, Noah, and/or Joe 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. – 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, and/or Joseph F. McMackin Jr. are unable to act, then the President of Lorenz Fiduciary Services shall have the authority to appoint a Licensed Fiduciary as 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, and/or Joseph F. McMackin Jr. are unable to act, then the President of Lorenz Fiduciary Services shall have the authority to appoint a Licensed Fiduciary as successor trustee.”
ACCOUNTING OBJECTION PERIOD – We suggest 180 days