Fiduciary

As Qualified Private Fiduciaries, it is our responsibility to follow the instructions in your Trust Document, Will, and Powers of Attorney (Finance and Health). Find out more about Clay Spiegel [CPA], Marguerite C. Lorenz [CLPF, CTFA], Noah B. Benton [Attorney].
​
When your attorney drafts your estate planning documents, you will be asked to name a Successor Trustee. Selecting an objective professional now will determine how you are cared for later, how your family will be communicated with when the time comes, and it will give you an opportunity to meet with your Successor Trustee. Click here for a detailed article entitled, “Who Needs a Professional Fiduciary?”

In this way, you can get to know your Trustee and feel confident that your estate will be handled the way you want it to be handled whether you choose to resign as Trustee, become ill or you you die. Find out if a family member is the right choice as your Successor Trustee.

Our approach: We personally communicate with our clients to learn your preferences and life style choices. Often, our clients need just a little assistance to continue living independently. As your needs change, we will be there for you.

Marguerite C. Lorenz, Noah B. Benton and Clay B. Spiegel, act individually as Trustees. Our dedicated staff work as a team on every case. We have successfully completed many cases, developing good relationships with skilled professionals along the way. Our team is efficient and economical because of our 40 plus years of experience. Depending on your specific needs our assistance may include hiring appropriate workers and caregivers, paying all the bills, securing personal property, selling assets at your instruction, remodeling the home for safety, and/or managing the move to an assisted living facility. We do our best to meet your needs and the provisions of your Trust.

Our attention to detail and documentation of every transaction can give you the peace of mind and comfort to enjoy yourself, without the pressures of financial or logistical concerns in your later years. Contact us to discuss your needs.

Our History

Marguerite, Clay, and Noah have Certificates in Professional Fiduciary Management for Trustees from Cal State Fullerton.

Marguerite, Clay and Noah have the special knowledge, skills, experience and proficiency to each serve as Trustees, Executors and Agents.

California Licensed Professional Fiduciaries can be found statewide. to verify a fiduciary license, go to:  www.fiduciary.ca.gov. 

Before you become the Trustee of your family’s trust, read more critical information about Fiduciaries in our Fiduciary Questions and Answers; or read Ethics For Trustees. 

You are the hub of your family; We are responsible and responsive. Please contact us and we will answer your questions.

set up an appointment