| Marguerite C. Lorenz |
CCF, CTFAhttp://www.lorenzfiduciaryservices.com When you use Marguerite in your Estate Planning Documents as your Successor Trustee, Executor, Agent (under the Power of Attorney for Finance), and Agent (under the Advance Health Care Directive), she will work directly with your trusted advisors, including your Attorney and Financial Advisor to achieve your Estate Plan goals. Your attorney is welcome to contact her with questions he or she may have regarding her work. |
