How to Name ACE to Your Estate Plan

Instructions on how to name The ACE Fiduciary Group, A Non-Profit Corporation as a trustee, executor, agent, or conservator

You can create or update your estate plan to name The ACE Fiduciary Group, A Non-Profit Corporation ("ACE") as successor trustee, Executor, and Financial Power of Attorney.

If a situation involves a Conservatorship, "ACE" can serve as the court appointed Conservator of Person or Conservator of Estate.

If a trust contest or court oversight of a testamentary trust requires a neutral fiduciary, "ACE" stands ready. Currently, our organization provides trust administration support services to named individual professional fiduciaries. At court discretion, "ACE" may be named and serve as the court appointed trustee, where appropriate.

The ACE Fiduciary Group is a non-profit organization specifically formed and uniquely chartered under our Bylaws to serve the needs of the community by requiring that at least one Officer or Director to be a Licensed Professional Fiduciary or attorney, and at least one Officer of Director to be a Certified Licensed Social Worker in the State of California. We have only those qualified to serve as a fiduciary handling matters as a Fiduciary Officer. This provides confidence to those who select "ACE" that their matters are handled with the oversight and experience of a professional fiduciary.

Amending Your Estate Plan

For Trust Settlors who have previously named Loren Acuña as Successor Trustee, Executor, and Financial Power of Attorney in estate plan documents, please consider a simple amendment to your estate plan.

You may continue to name Loren Acuna Emmanuel, with power of appointment as your primary successor trustee, and add The ACE Fiduciary Group, A Non-Profit Corporation as your back-up trustee and agent (or you can just name The ACE Fiduciary Group, A Non-Profit Corporation by itself). This gives your estate planning documents (or even yourself as you age) a simple, no court-required way to provide your estate continuity of care over a longer time period than can be offered by an individual person.

To encourage existing Trust Settlors to change their current estate planning documents before the end of 2020, naming The ACE Fiduciary Group, A Non-Profit Corporation as a successor trustee, "ACE" is offering a credit equal to two hours FREE with Loren to develop your "Legacy Roadmap". Please contact our office for more details.

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.”