Lorenz Fiduciary Services
Homepage http://www.mytrustee.net
LinkedIn Profile https://linkedin.com/company/lore***iary-ser***
HQ Location
United States , California, Temecula43537 Ridge Park Drive Temecula, CA 92590 United States
Founded in 1975, Lorenz Fiduciary Services is an Accountancy Corporation in San Diego County, California.
Each of our Fiduciaries serve as: Trustee • Executor • Agent for Finance • Agent for Health Care
Clay B. Spiegel, CPA
Marguerite C. Lorenz, CTFA, CLPF
Jane B. Lorenz, CPA, CLPF
We do not write Estate Plans, we implement them. Unlike Banks or Trust Companies, we do not sell any financial products.
Our duty is to consider your intent first, as it is expressed in your written Estate Plan, then to follow the Probate Code, as you are the First Beneficiary of your Trust. We must also consider your beneficiaries in the process.
Often family members (who are also beneficiaries) fall into conflict because of their own agenda or their inability to get along with other family members during the long and difficult time required in most end of life circumstances. Having a neutral, trained professional, ready to serve, can help keep your family in harmony.
One of 3 events trigger your Succe
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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