Our Mission

Our mission is to provide classes designed...

Your Estate Plan is your Oxygen Mask... 
Just like survival on an airplane requires that you put your oxygen mask on first, before you help others, your estate plan is designed to protect your Quality of Life, before you provide for children, charities or other beneficiaries. Our course is designed to help you understand more about how your plan serves you and thereby, give you better, more effective, questions to ask your professionals.

Working with the right Professionals is just as important as the Estate Plan itself... 
Understanding how the professionals you choose to work with get paid (and by whom) is just one of the ways to discern whether or not this is the right professional for you. We know from experience that building a trusted professional relationship takes time and becomes critical when crisis occurs.

Your Quality of Life comes first... 
The choices you make determine the kind of Life you live. By understanding your estate planning choices, we give you the power to make the decisions that protect you when you become vulnerable, allow for the best care you can afford and keep you in control until the very end of your life.

• To provide you with better questions to ask about your own estate plan;
• To teach you how to work effectively with ethical professionals; and
• To empower you to maintain your Quality of Life to the very end

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​Marguerite Lorenz, CTFA, CLPF is the heart and soul of this educational program. Marguerite volunteers her time. She selects the venues and presenters, provides the content, updates the website and hosts these educational programs. 

Since 2003, Ms. Lorenz has been a partner in Lorenz Fiduciary Services, Inc. (LFS), and has served as a Professional Trustee and Executor on over sixty cases. Ethics for Trustees, written by Jane and Marguerite Lorenz, gives further understanding to the work of a Fiduciary.

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