Master Certified Indpendent Trustee

Marguerite Lorenz, CTFA, CLPF#319 has served as a Trustee/Executor since 2003. She is one of five trustee partners in her fiduciary practice, and they are supported by a full staff. She serves high-net-worth, and ultra-high-net-worth clients who want to keep their legacy in trust for future generations. She is comfortable with complex assets such as commercial and residential rentals, short-term rental properties, shopping malls, vessels, and more. Ms. Lorenz is the author of Ethics for Trustees 2.0, available on Amazon (Kindle and paperback).

Learn more about Marguerite in this fun interview:


Accepting New Clients


Accepts Trusts/Business in Other States


Services Offered

Trustee, Trustee - ILIT, Trustee - Successor, Estate Executor / Administrator

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Hold Medical Power of Attorney, California Licensed Professional Fiduciary, Alternate Assets

Contact Marguerite

(877) 630-8448

43537 Ridge Park Drive Temecula, California 92590

Send an email to Marguerite


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