Marguerite C. Lorenz
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Marguerite C. Lorenz

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Marguerite Lorenz, MCIT, CLPF is a Founder and Past President of Lorenz Private Trustees and she has served as a professional trustee, agent and executor for over 20 years. Ms. Lorenz, continues to serve as Vice Chair for the Independent Trustee Alliance Her podcast, “Plan For This” has had over 10,000 views! – You can find Plan For This on YouTube - Where everyone has an opportunity to experience the relief good planning brings. Will you be ready when Life asks, “Did you plan for this?” Ms. Lorenz can be found on LinkedIn (Marguerite Lorenz, CaliforniaTrustee) Thanks so much for your kind support. Look for her books, Ethics for Trustees 2.0, Luck or Control, How to Be a Successful Ninety-Year-Old, available in print, e-book, and audio format.
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