The Ace Fiduciary Group

Putting The Pieces Together

Toll Free: 877-906-1882

The ACE Fiduciary Group provides professional, personal, private, Trustee and fiduciary services.

  • Our Fiduciary’s exceeding California Licensing Requirements.
  • Our Founder, Loren has logged well over 10,000 hours into become an expert in this field.
  • We have taken ongoing education courses relevant to the responsibilities of estate management, brain functioning, conservatorship, trusts and related topics.
  • We are trained to understand undue influence and protect against elder financial abuse.
  • We fully comply with fiduciary licensing requirements and state laws.
The Ace Fiduciary Group

Safe

A professional trustee or fiduciary is licensed, insured and experienced in handling the variety of estate matters.

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Each person walks through their own aging process only once. A professional fiduciary does so with every client. We are familiar with resources and services needed by us all as we age. Professional fiduciaries are trained to know elder abuse and understand undue influence. We can help protect elders from this growing crime.

A neutral professional preserves your trust for your legacy. If there is conflict between family members a professional fiduciary can help keep conflict from eroding your estate. A professional fiduciary knows how to take legally authorized actions for your needs as you age and then for your beneficiaries when you are gone.

Since a professional fiduciary may not receive gifts or distributions from our clients, we do not have the potential conflict of interest that a family member may have. We act according to your written wishes to protect your assets and of minimize the types of errors non-professional make - lack of trustee reporting or errors in distributions.

We can assist families and small businesses when a 3rd party, neutral is required to close or manage an estate. A professional trustee is a must when you want to create a charitable trust to avoid IRS scrutiny. Click here to find out more about the services we offer.

In some cases, an elderly adult does not want to hobble the estate with a conservatorship and secures the services of a professional fiduciary to assist with daily financial management. Contact Us to request a FREE fiscal capacity tune-up tool.

Simple1

Simple

Your choices; Your wishes.

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Preserve the peace in your family.
Ease the burden on others by choosing a professional, licensed fiduciary to handle your estate or trust or a special needs trust for a loved one.

Your family attorney prepares simple updates to your estate plan.
The professional fiduciary only takes action when you require assistance or after you pass away. If you would like a referral to a few
excellent attorneys, let us know.

By selecting a professional fiduciary and seeing an attorney to document
your wishes, you will be more likely to avoid the cost, agony and court of a Conservatorship. The emotional and financial cost of Conservatorships are high - due to time in court, legal fees, and requirements.
Make your choices known in your estate planning documents to keep your estate private and secure.

We make the aging process less stressful and easier for you and your family. We work with our client's own circle of care to take care of needs and the details of life. Our professional fiduciaries are trained to
"Tap Into Your Circle of Care".

The Ace Fiduciary Group

Stewardship

A fiduciary is charged to be a good steward of your financial or trust needs. We are responsible for following the terms of the trust, as set forth in the trust document. See the benefits of working with us.

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  • Choose a professional that is highly qualified and knowledgeable about the legal, financial and family interaction involved in handling an estate.
  • Choose a professional, licensed fiduciary who has well over 10,000 hours in to become an expert in this field when you want an affordable, effective agent or private trustee to handle your trust. Click here for background information on the founding fiduciary, associates and affiliated professionals.
  • Choose a professional that gets things done effectively and with empathy. Click here to see what services are offered.
  • Choose a professional whose experience and education far exceeds the California state requirements for licensing. Click here to see the State of California requirements.
  • Choose a professional whose primary professional service focus is the work of a fiduciary. Attorneys and CPA's can provide needed advice. Click here to find out about the Professional Fiduciary Association of California.

Choose a professional with expertise in Legacy Trusts and special situations. A good steward is fair and reasonable in the fees charged and preserves the estate for the benefit of those for whom it is intended.

Testimonials

Mark Shaw

Realtor

“She exercises wisdom and prudence”

Mande De Rome

Care Manager

“Loren is great with boundaries and professionalism”

David B. Pastor

Attorney

“Loren is able to handle conflict in inter family issues.”

Francesca Vogel

Homecare Assistance

“Partners and works well with her team of trusted advisors”

Ronald Greenwald

“Trustworthy. Her operation is a 10/10 on integrity.”

Mande De Rome

Care manager

“Loren is great at connecting with clients and building trust. Shows great empathy and patience”

Emily Thompson

“High level of expertise in trusts and estate matter. Listens with empathy and patience.”

Sharon Vanderpool

“Thank you for your help, we all appreciate your kindness and responsiveness. We are so grateful.”