Personal Details


San Diego




Basic Info

First Name


Last Name

Lorenz, CTFA, CLPF

I, the Writer

Tagline: Me ... in a Few Sentences

Marguerite Lorenz; Speaker, Writer, Fiduciary – I love my work as a Professional Trustee and Executor. Known as a “Quality of Life Expert”, I teach estate planning topics and do my best to share what I have learned in working with my clients.

A Few Autobiographical Words

Marguerite Lorenz, CTFA, CLPF has been serving as a Professional Fiduciary since 2003 in San Diego, California. She is a principal in Lorenz Fiduciary Services, Inc., co-owner of Abundance Building, LLC and co-author of “Ethics for Trustees” – A Guide for All Who Serve as Trustee” currently available in paperback and e-book through –

Marguerite is the host for the strictly charity sponsored, no product sales program known as “Estate Planning 101” which provides estate planning comprehension to 100’s of students a year.

As an Appointee of Governor Brown to a four year term, Marguerite serves as Chairman of the Professional Fiduciaries Advisory Committee, which comments on and guides the California Fiduciary Licensing Bureau. She is President of the Estate Planning Group Network (since 2009). Marguerite is a contributing writer to the Temecula Chronicle, The Vintage Scene Magazine and the North County Lawyer Magazine. Marguerite has been the “Quality of Life Expert” on Mr. Credit Radio (ESPN, AM 1700) and Co-Chair for the Professional Fiduciary Association of California’s Annual Educational Conference.

As a public speaker, Marguerite continues to educate both professionals and laypeople on the work of Fiduciaries and has presented to many groups: Rotary, San Diego County Bar Association (Trusts and Estates Section), Orange County Bar Association (Elder Law Section), Estate Planning Council of Laguna Hills, etc.

Education, Credentials & Honors

Cal State Fullerton – Certificate in Professional Fiduciary Management for Trustees
2009 Bravo Award Nominee, National Association of Women Business Owners
Governor Appointee to the Professional Fiduciaries Advisory Committee

Why I Write - The Philosophy Behind the Words

I have learned so much from my elderly clients (fully formed humans) that I know I have valuable information for everyone interested in living well and being happy with their life. I learn more every day that I am in this fascinating line of work and sharing what I have learned brings me heartfelt satisfaction.

Indispensable Artistic Influences

I have been deeply influenced by the generosity of Dr. Wayne Dyer, Deepak Chopra and Oprah. Each of the self help teachers I have learned from have offered great pieces to the puzzle of sustained happiness. I have had the opportunity to spend quality time with individuals who have embodied some of these lessons and I have witnessed where their choices have led them.

My Writing Style

I really enjoy writing. As I went through the publishing process on “Ethics for Trustees”, I learned the value of editing, developing the material and seeing things from the Readers point of view. I feel very comfortable with post-publication marketing and as a public speaker with radio and television experience, I feel ready to make the most of my most recent book!


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active 7 years, 10 months ago