If you’re the kind of person who likes to have total control of every aspect of your life, we have a service for you! We believe that each person has the ability to choose the life he/she wants.
We serve as Licensed Private Trustees and Executors. We are not a bank or a trust company, so we can customize our services to your needs and retain your investment plan (we don’t have an “investment department” or “proprietary investment products”). We are private professionals who specialize in Estate Administration, Trust Management, Probate Administration, Estate Settlement and Fiduciary Accounting.Learn More
“…I have enjoyed my contact with your loving, caring staff as well as yourself. The love and spiritual maturity of yourself and your staff has made a difficult situation as comfortable as possible.”
Jeanne R., Beneficiary
“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