Lorenz Private Trustees - San Diego, Beverly Hills, Temecula, Newport Beach, New Hampshire
  • 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
  • FAQs
  • Professionals
    • Financial Advisors
    • Attorneys

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:
  • 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

Serving Clients Throughout Southern California and Beyond, including Beverly Hills in Los Angeles, Newport Beach in Orange County, Mission Valley in San Diego County, Temecula in Riverside County, and Portsmouth in New Hampshire

Locations

​Telephone | 877-630-8448

  • 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
  • FAQs
  • Professionals
    • Financial Advisors
    • Attorneys