Get Started Today - 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. Click here to learn more about what the documents are, who does the work and what questions to ask your potential Successor Trustee.
Professional Testimonials
Jane and Marguerite both enjoy educating others on the topic of Trusts and Estates. If you are looking for something interesting, yet "different" for your organization program, please contact us. We will want to know what you would like your audience to learn about, how many attendees there are (we bring our own hand outs and laptop) and time/location details.
"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.
