Because we make the effort to get to know your special circumstances and your preferences. It is our practice to work with the professionals you have selected and whom you trust. We are happy to provide contact information of some of the professionals with whom we have worked. Don’t wait until a tragedy takes away any of your choices. There is such a comfort and relief for each of our clients when they have completed their estate plan with an experienced attorney. Our clients enjoy peace of mind, knowing if they need us, we will be there. Learn more about what the documents are, who does the work and what questions to ask your potential Successor Trustee.
Professional Testimonials
Thank You letter from Adult Protective Services, San Diego County - READ
“Lorenz Fiduciary Services is a charter member of the Professional Fiduciary Association of California. It is our experience that they maintain the highest degree of ethics and care with their clients. They do a great job for all of their trust beneficiaries.”
Scott Macdonald, Vice President, Merrill Lynch
“Marguerite and her team at LFS Inc. are extremely detail oriented, which is a necessity in her field. The service provided by Marguerite is hands down greater than that given by local bank trust departments. I strongly recommend Marguerite’s services.”
Mike Shanahan, LPL Financial
“Jane, you are a delightful and informative speaker…Thanks to both of you for allowing us to use your handouts with clients. I plan to send them out to one today. Congratulations on a successful presentation.”
Karen M. Ladner, Attorney
“Hi Jane and Marguerite. Great presentation today at the FPA luncheon. The attendees at my table found the presentation very informative and also said what an excellent speaker you are. I learned something too! J Blessings.”
Jerrilynn C. Myers, CFP
“I have worked with the Lorenz fiduciary team for the last 4 years. As professional trustees and executors they are very conscientious, timely and knowledgeable. Marguerite and Jane have always looked out for their client’s best interests. It has been a pleasure working with this highly ethical team.”
Colleen Van Horn, CEO · Innovative Healthcare Consultants, Inc.
“I was most impressed with your kind, thoughtful and comprehensive management of our mutual client affairs. You clearly considered her wishes along with practical realities to make sure she remained as happy, engaged and safe as possible in the final stage of her life. We should all be so fortunate to have someone so caring watch out for us when the time comes. May God bless her on her journey.”
Steve Thornton, CSCM, Certified Senior Care Manager
“Lorenz Fiduciary Services is a charter member of the Professional Fiduciary Association of California. It is our experience that they maintain the highest degree of ethics and care with their clients. They do a great job for all of their trust beneficiaries.”
Scott Macdonald, Vice President, Merrill Lynch
“Marguerite and her team at LFS Inc. are extremely detail oriented, which is a necessity in her field. The service provided by Marguerite is hands down greater than that given by local bank trust departments. I strongly recommend Marguerite’s services.”
Mike Shanahan, LPL Financial
“Jane, you are a delightful and informative speaker…Thanks to both of you for allowing us to use your handouts with clients. I plan to send them out to one today. Congratulations on a successful presentation.”
Karen M. Ladner, Attorney
“Hi Jane and Marguerite. Great presentation today at the FPA luncheon. The attendees at my table found the presentation very informative and also said what an excellent speaker you are. I learned something too! J Blessings.”
Jerrilynn C. Myers, CFP
“I have worked with the Lorenz fiduciary team for the last 4 years. As professional trustees and executors they are very conscientious, timely and knowledgeable. Marguerite and Jane have always looked out for their client’s best interests. It has been a pleasure working with this highly ethical team.”
Colleen Van Horn, CEO · Innovative Healthcare Consultants, Inc.
“I was most impressed with your kind, thoughtful and comprehensive management of our mutual client affairs. You clearly considered her wishes along with practical realities to make sure she remained as happy, engaged and safe as possible in the final stage of her life. We should all be so fortunate to have someone so caring watch out for us when the time comes. May God bless her on her journey.”
Steve Thornton, CSCM, Certified Senior Care Manager
Client Testimonials
“My husband and I want to express our deep satisfaction with our relationship with Marguerite Lorenz and the other members of the Lorenz Fiduciary Service team. As people who are inclined to get our affairs in order well ahead of time, we contacted Marguerite seven years ago, long before we imagined we would have any practical need for her services. We were surprised and very pleased to find that she immediately started to build a relationship with us that was filled with helpful advice. We have been also been comfortable knowing that Marguerite herself has a robust contingency plan to assure the continuation of the firm’s services by mentoring and bringing along a new generation of staff. We feel we are in very good hands when the day comes, hopefully still far in the future, that we need more than advice from Lorenz Fiduciary Services.”
C & R
"Dear LFS Team – I truly appreciate all of your support over the years as we cared for my father John Doe Senior. Your professionalism and good humor is much appreciated. On behalf of the entire family, THANK YOU!"
B & Family
“Thanks for taking over when you did. I don’t worry about anything anymore…”
A.B., age 83
“I feel like I am surrounded by angels.”
C.D., age 93
“I like that when I ask a question, you take time to really answer me.”
E.F., age 81
(The names of the above clients have been changed to protect their privacy.)
C & R
"Dear LFS Team – I truly appreciate all of your support over the years as we cared for my father John Doe Senior. Your professionalism and good humor is much appreciated. On behalf of the entire family, THANK YOU!"
B & Family
“Thanks for taking over when you did. I don’t worry about anything anymore…”
A.B., age 83
“I feel like I am surrounded by angels.”
C.D., age 93
“I like that when I ask a question, you take time to really answer me.”
E.F., age 81
(The names of the above clients have been changed to protect their privacy.)
Why Lorenz Fiduciary Services?
The adult children of elderly parents often feel so much pressure; Pressure to care for their own young children, pressure to run their business or do their job while planning for their own retirement, and pressure to maintain their marriage and social obligations.
Add the fact that the adult child lives far away and is suddenly expected to care for one or both elderly parents.
What are the elderly parents actual needs and how do those needs get met? What other family members are going to assist and if they don’t assist, what actions taken will they criticize? What obligations do you have under the Probate Code and applicable tax laws?
Do you have the time necessary to review all the details and avoid costly errors?
Even if you have a great relationship with your aging parent, developing resources, during a time of crisis, can be the most challenging. You and your loved ones are at your most vulnerable, unless there is a plan already in place.
With so much to think about, it is a comfort to know there are qualified trained professionals to rely on, with many years of experience, who do this work every day.
In many cases, while we serve in the capacity of Trustee, Executor and Attorney-in-Fact (see “Your Estate Plan” for more information about these roles), we often recommend that a family member, even if living out of state, act as the first Agent for Health Care. Most decisions can be initiated by phone, fax or email, saving travel for when absolutely necessary. We are often named as “Alternate” agents under this document, in case the first agents cannot be reached or cannot serve.
The duty as Agent (under the Advance Health Care Directive) could begin with taking the elderly parent to doctor’s appointments or could begin when the elderly parent can no longer speak for her/himself in terms of medical or financial decisions. It is a great comfort to all concerned that family is involved when a serious illness occurs.
If you are concerned about your elderly adult parents, and they live in California, please contact us. You can be of great service to your parents, to your children and your self by getting the Estate Plan done with the right team ready to serve.
Add the fact that the adult child lives far away and is suddenly expected to care for one or both elderly parents.
What are the elderly parents actual needs and how do those needs get met? What other family members are going to assist and if they don’t assist, what actions taken will they criticize? What obligations do you have under the Probate Code and applicable tax laws?
Do you have the time necessary to review all the details and avoid costly errors?
Even if you have a great relationship with your aging parent, developing resources, during a time of crisis, can be the most challenging. You and your loved ones are at your most vulnerable, unless there is a plan already in place.
With so much to think about, it is a comfort to know there are qualified trained professionals to rely on, with many years of experience, who do this work every day.
In many cases, while we serve in the capacity of Trustee, Executor and Attorney-in-Fact (see “Your Estate Plan” for more information about these roles), we often recommend that a family member, even if living out of state, act as the first Agent for Health Care. Most decisions can be initiated by phone, fax or email, saving travel for when absolutely necessary. We are often named as “Alternate” agents under this document, in case the first agents cannot be reached or cannot serve.
The duty as Agent (under the Advance Health Care Directive) could begin with taking the elderly parent to doctor’s appointments or could begin when the elderly parent can no longer speak for her/himself in terms of medical or financial decisions. It is a great comfort to all concerned that family is involved when a serious illness occurs.
If you are concerned about your elderly adult parents, and they live in California, please contact us. You can be of great service to your parents, to your children and your self by getting the Estate Plan done with the right team ready to serve.