Lorenz Private Trustees

Financial ServicesCalifornia, United States11-50 Employees

Lorenz Private Trustees is a financial services firm founded in 1975 and described as a corporation in San Diego County, California. Its fiduciaries serve as Trustee, Executor, Agent for Finance, and Agent for Health Care, providing neutral oversight of estate administration. The firm does not draft estate plans or sell financial products and is based in Temecula, California. Its clients are individuals who want a neutral professional to ensure their estate plan is executed in accordance with their intent and the Probate Code, with attention to beneficiaries. Succession is activated by events such as resignation, incapacity, or death, after which a successor trustee fulfills the plan, and the firm offers an initial meeting at no cost.

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