Marguerite Lorenz

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Marguerite enjoys being around people, educating, and listening.  Marguerite says her favorite part of her work as a Private Trustee and Executor is really getting to know her clients.  You can meet Marguerite at different Estate Planning Groups in both San Diego and Riverside. Go to www.EstatePlanningGroups.com to find a breakfast meeting near you. 

Marguerite C. Lorenz, CTFA, CLPF #319: Since 2003, Ms. Lorenz has been a partner in Lorenz Fiduciary Services, Inc. (MyTrustee.net), and has served as a Professional Trustee and Executor on over 100 cases. Ethics for Trustees, written by Jane and Marguerite Lorenz, gives further understanding to the work of a Fiduciary, and its ethical considerations. Ms. Lorenz created the www.EstatePlanning101.org program in San Diego, which offers 8 classes of excellent education for laypeople, and provides CE credit for professionals. Ms. Lorenz is a member of the Professional Fiduciary Association of California (PFAC). She serves as Vice-Chair of the Board for the Independent Trustee Alliance.
 
As President of the Estate Planning Group Network she works to  strengthen the estate planning community to improve client outcomes everywhere.

​Governor Brown appointed Marguerite to serve a four year term as a Member of the California Professional Fiduciaries Advisory Committee in 2012. Marguerite served as the Chairman for four years. Under her leadership, the Bureau developed various educational publications, and extended the national awareness of the fiduciary profession.

Marguerite is a California Licensed Professional Fiduciary (#319), a Certified Trust and Financial Advisor (CTFA) #87097, a Master Certified Independent Trustee through the ITA and has been awarded Certification through the Institute of Certified Bankers/American Bankers Association. She is a Graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton.
 
Ms. Lorenz serves as an expert witness on criminal matters.

​Marguerite’s Credentials

Practice: Professional Fiduciary

Licensing:

• Professional Fiduciaries Bureau www.fiduciary.ca.gov
• California Licensed Professional Fiduciary #319

 
Certifications: 

• Certified Trust and Financial Advisor CTFA #87097
• Awarded Certification through the Institute of Certified Bankers and the American Bankers Association 
• Awarded Certification through PFAC
• Master Certified Independent Trustee, Independent Trustee Alliance

 
Publications:

• Ethics for Trustees, co-author with Jane B. Lorenz, CPA, CLPF

 
Training:

• Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton
• Graduate of the National Trust School, American Bankers Association at Northwestern University
• Enrolled Agent - Inactive

Marguerite C. Lorenz, Clay B. Spiegel, Noah B. Benton and Joseph F. McMackin individually act as Trustee for over 100 trusts at this time. Some trusts are newly funded, some are nearing final distribution, and some are on-going. We have particular expertise in accounting and taxation. Along with their able staff, Marguerite, Clay, Noah, and Joe are available to take on new challenges to be of service. Discuss the needs of your family with Marguerite, Clay, Noah, or Joe by calling 877-630-8448. You’ll be asked a few basic questions and then invited to make a 15 minute, no-charge, phone appointment.

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