Safe

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  • ACE stands for Accountable, Compassionate, Experienced fiduciary services.
  • We are a neutral third party who can help close or manage estates where conflicts or distance creates an orphan elder.
  • If there is conflict between family members, ACE 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. We can avoid common conflict of interest issues.
  • We act according to your written wishes to protect your assets and minimize the types of errors non-professional make, such as lack of trustee reporting or errors in distributions, to name a few.

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  • We make the aging process less stressful and easier for you and your family. The ACE Fiduciary Group completes your circle of care to take care of your needs and the details of life for orphan elders.
  • ACE honors your choices, your wishes. Your family attorney puts your wishes in writing in your estate plan. We only take action when you require assistance or after you pass away. If you need a referral to a qualified estate attorney, please let us know.
  • By selecting ACE and asking an attorney to document your wishes, you will be more likely to avoid a conservatorship. The emotional and financial cost of conservatorships are high due to time in court, legal fees, and other requirements.
  • Preserve the peace in your family and ease the burden on others by choosing us to handle your estate, trust or a special needs trust for a loved one.

Stewardship

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  • A fiduciary is charged to be a good steward of your financial or trust needs. They are responsible for following the terms of the trust, as set forth in the trust document. A professional trustee is a must when you want to create a charitable trust to avoid IRS scrutiny.
  • ACE employs highly qualified and knowledgeable licensed fiduciaries. We are experienced in the legal, financial and family interactions involved in handling an estate. We get things done with accountability, compassion and excellence.
  • 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. ACE believes in being a good steward.
  • We were founded by professional, licensed fiduciaries who have well over 10,000 hours in to becoming experts in this field. When you want an affordable, effective agent or private trustee to handle your trust, contact The ACE FIduciary Group, A Non-Profit Corporation.

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.”