What departments does Lorenz Private Trustees have?

Lorenz Private Trustees has employees across 1 departments including Customer Success.

What is the largest department at Lorenz Private Trustees?

The largest department at Lorenz Private Trustees is Customer Success with 2 employees.

Where are Lorenz Private Trustees employees located globally?

Lorenz Private Trustees has employees across 1 continents and 1 countries including United States Of America.

How has Lorenz Private Trustees's team size changed over time?

Lorenz Private Trustees's team has remained stable from approximately 13 to 13 employees based on available data.

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Lorenz Private Trustees Employee Directory

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.

Lorenz Private Trustees Global Highlights

North America
17

United States Of America
17

Lorenz Private Trustees's Leadership

R. J. S.
Trustee · Partner
Mobile Phone
Email
J. L.
Trust Account Manager
Mobile Phone
Email
K. W.
Account Manager
Mobile Phone
Email
B. C.
Agent
Mobile Phone
Email

Lorenz Private Trustees Employee Metrics

100%

50%

2026

2025

Community & Social Services
Sales
Accounting
Business
Human Resources
Other

Contact profiles from Lorenz Private Trustees

Name

Title

Contact Info

Location

Last Update

R. J. S.
Trustee · Partner
Mobile Phone
Email
Jun 25, 2026
J. L.
Trust Account Manager
Mobile Phone
Email
Oct 21, 2024
K. W.
Account Manager
Mobile Phone
Email
Oct 23, 2024
B. C.
Agent
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Lorenz Private Trustees known for?

Lorenz Private Trustees was founded in 1975 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-760-728-****

. Explore Lorenz Private Trustees's company overview page for more information.

What is Lorenz Private Trustees's most common email format?

Lorenz Private Trustees employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lorenz Private Trustees email formats with LeadIQ.

How many employees does Lorenz Private Trustees have currently?

Lorenz Private Trustees has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Lorenz Private Trustees's key employees and leadership?

As of July 2026, Lorenz Private Trustees's key employees include:

Trustee · Partner: R. J. S.
Trust Account Manager: J. L.
Account Manager: K. W.
Agent: B. C.

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Lorenz Private Trustees Employee Directory

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