Marguerite Lorenz

Marguerite Lorenz, CTFA, CLPF, is a Master Trustee and Managing Partner at Lorenz Private Trustees, with a professional background spanning over a decade in trust and estate planning.

With a robust succession plan and a full support staff, Marguerite has been serving as a Trustee/Executor since 2003, focusing on managing a diverse range of assets from commercial and residential rentals to stock portfolios and precious gems.

She holds the prestigious designation of Certified Trust and Fiduciary Advisor #87097 and is a Master Certified Independent Trustee with extensive expertise in asset management.

Marguerite Lorenz is also an accomplished public speaker and educator, specializing in ethics for trustees and estate planning matters.

As the President of Estate Planning Group Network, Marguerite works towards enhancing the estate planning community and improving client outcomes nationwide.

She has authored 'Ethics for Trustees 2.0,' a comprehensive guide for trustees, demonstrating her commitment to transparency and best practices in fiduciary responsibilities.

Marguerite Lorenz is a California Licensed Professional Fiduciary (#319) and has received certifications from reputable institutions like the American Bankers Association.

In addition to her roles in various organizations and advisory committees, Marguerite has been actively involved in public service, providing education and support through programs like EstatePlanning101.org.