OC’s Top Rated Estate Planning Firm
Wills & Trusts Attorneys
Top 3 Estate Planning Lawyers In Irvine Award
OC Wills & Trust Attorneys is a leading estate planning practice serving clients in Irvine, Huntington Beach, and Orange County, California. We have been advising individuals, couples, and families on wills, trusts, and other essential estate planning tools since 2008.
While it’s common for people to put off planning their estates because we lead busy lives, today’s the day to start. When you meet with us, you will work directly with an experienced estate planning attorney who will tailor a plan to your unique needs and objectives. Contact our office today to arrange a consultation.
Serving the community and completing thousands of Estate Plans since 2008, our team has developed the best formula to help facilitate this process for you and your family.
Our attorneys and staff work together to make sure that your customized estate plan can be completed within one week’s time from your initial meeting.
You have access to us no matter where you live, or may be at the time of your appointment. We are available for you in-person, virtual or via phone.
Unlike many other law firms, there are no hidden fees. We are open and upfront with you on all that you are receiving with our services.
See what our past clients have to say; check out our 5-star reviews on Yelp and Google.
We understand the importance of entrusting the future of your loved ones with people that you trust. Know that our attorneys and staff always have your best interest at heart.
Working with Emily and Brian were such good experiences. Introduction session was very informative. Lots of questions were answered. Concepts that I would have no idea about were introduced and explained to me clearly and relevant. These concepts became very basic, natural and important to know after the explanations. Process of setting up documents were smooth and clear despite large volume of papers and many signatures. Second section was productive. I like the follow-up emails also answering questions that I run into when building up the contents into the Trust. Overall, it was a great experience.
My wife and I recently worked with Brian and his team to create a family trust. Everything was explained in emails ahead of time, they were available for questions, and we were able to get it done quickly and easily. Brian also gave us clear and easy-to-follow instructions for funding the trust (e.g., recording the deed) and followed up to see if there was anything else we needed. I’d definitely recommend OC Wills & Trust Attorneys to anyone looking to provide for their family.
We were co-trustees of an existing trust when we learned that trust did not protect the interests of the survivor trustee when the first one died. We asked OC Wills and Trust Attorneys to start from scratch to create a will that would protect the surviving trustee. They did an excellent, thorough job quickly and competently. We were impressed by their business-like but friendly approach. We recommend them without reservation.
Though estate planning may seem complicated, we simplify the process. Whether you are a young couple starting a family, nearing retirement, or concerned about long-term care for a parent, we can help you establish a plan that works best for your family. We have comprehensive knowledge of the applicable trust and estate laws and the related tax implications and will work to protect your assets and your loved ones.
During your initial consultation, we will take the time to get to know you, understand your objectives, and explain a variety of estate planning matters, such as:
- Powers of attorney
- Healthcare directives
- Trusts and estate planning
- Estate tax planning
- Planning for children
- Special needs planning
- Elder Law/Medi-Cal planning
- Irrevocable trusts
- Dynasty trusts
- Business succession planning
We are keenly aware that no two estates are the same and will customize a plan to suit your goals. Whether you only require a will-based plan or wish to preserve your legacy through trusts, you can depend on us to help you build a bridge to your future.
Many people have preconceived notions about trust and estate planning and believe that they are only for multi-millionaires who wish to leave large trust funds to their children. However, this is far from the truth; trusts can be invaluable tools in the estate plans of millions of individuals.
Some of the most common trusts include:
- Trusts for minors
- Special needs trusts
- Revocable living trusts
- Irrevocable life insurance trusts (ILIT)
- Marital trusts
Trusts can be customized to serve a valuable purpose in accomplishing the wishes of those making gifts or planning an estate. An experienced estate planning attorney can help you assess your finances and goals to determine the best vehicles to preserve your wealth and your legacy.
Estate Planning Attorney
Estate planning may seem daunting, but it doesn’t have to be as long as your work with our capable estate planning lawyers. We have a well-earned reputation as dedicated advocates who provide our clients with compassionate representation and exceptional personal service. Contact us today to start planning your estate.
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