Adam F.
5/12/2025
My business partner Curtis Jackson & I are professional realtors in New York City and were engaged by Mr. Joseph McMackin of Lorenz Private Trustees to assist in an estate sale of a Manhattan...
Lorenz Private Trustees
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(13)
43537 Ridge Park Dr
Temecula, CA 92590
Lorenz Private Trustees, based in Temecula, CA, offers specialized fiduciary services to individuals, families, and charities throughout Southern California and beyond. With a team of qualified professionals, including certified public accountants and attorneys, they provide comprehensive support in trust administration, estate accounting, and management of complex assets.
Dedicated to serving the best interests of their clients, Lorenz Private Trustees emphasizes transparency and objectivity in all fiduciary responsibilities. Their focus on maintaining privacy and honoring clients' instructions ensures a trustworthy partnership for effective estate planning and asset protection.
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Reviews
3.013 reviews
Karen C.
7/26/2024
I highly recommend Lorenz Private Trustees for anyone seeking trust and fiduciary services. Their combination of experience, legal expertise, professionalism, responsiveness, and compassion sets...
Caryn B.
2/24/2025
My parents made the decision to use Marguerite Lorenz as a trustee for their estate to remove the burden from us. It has been a highly frustrating experience. Getting information is difficult, and...
Elizabeth B.
11/12/2024
This female duped us into believing that she would be able to help & guide our family navigate my uncle's Trust - little did we know that she literally meant 'help herself' to whatever she could...
Ray K.
7/19/2024
Do NOT hire Lorenz. She lacks experience, professionalism, due diligence. But she has certainly figured out how to spend an estate's monies.
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