Lorenz Fiduciary Services Careers in Temecula, CA

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 Succession pl