for Individuals & Families
- Last Will & Testament
Communicates a your final wishes pertaining to assets and dependents. - Living Trust
Offer flexibility when transferring assets to loved ones and saves your estate from having to go through a time-consuming and expensive probate process - Power of Attorney
Designates some you trust who can make decisions regarding your health and assets when you can’t for any reason. - Advanced Healthcare Directives
Protects you if you cannot make your own medical decisions.
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Preparing an Estate Plan is an act of love and being proactive about preparing it is sparing your loved ones from indecision and turmoil of trust litigation, probate court and conservatorship proceedings. You have made the choices during your lifetime, and your trustees, executors, and agents will execute your wishes exactly as you have planned.
- Provides for your family
- Keeps your children out of child protective services
- Provides control over your asset distribution
- Reduces or avoids estate and gift taxes
- Reduces estate administration cost
- Provides incapacity planning
- Saves your family from difficult decisions
- Makes sure your business runs smoothly
- Supports your favorite causes
- Makes retirement easier
Reviews from some of our satisfied clients we have
had the pleasure of developing basic and comprehensive estate plans.
OC Wills and Trust made the process very simple. Explained everything to us in detail and in terms we could easily understand (not lawyer speak). They took care of all the paperwork, answered all our questions without hesitation and were a pleasure to do business with. Highly recommend them if your in the need for a will/ trust.
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.
What a great experience for my wife and I to set up a trust for our family. Brian Chew handled our paperwork and was very precise and explained everything. Had two virtual calls reviewing the process and trust and then a final signing in the office. From first contact to completion 7 days. This is a company that specifically handles Trusts and Wills and does it with ease and care. Highly recommend others to engage their services. Thanks again Brian.
Huntington Beach and Surrounding Areas
The peace of mind that comes from knowing that your advanced planning may prevent family disputes, avoid inheritance taxes, maximize and protect the assets available to your loved ones and avoid litigation is of great value.
Secure Your Future Today For Peace of Mind Tomorrow.
During your virtual or in-office meeting with one of our attorneys, we’ll explore the best estate plan that fits your needs.
Together, we will craft a plan to protect your family, assets, and your legacy to allow you to make decisions while you still can.
Your attorney will draft the estate plan and review it with you before you sign the documents per California laws.
Top 5 Rated on Yelp & Google
OC’s Top Rated Estate Planning Firm
Wills & Trust Attorneys?
Experience & Expertise
At OC Wills & Trust Attorneys, we view the creation of an estate plan as the start of a long-term relationship with you. By providing exceptional estate planning services and staying in touch through the years, our goal is to make sure your family and assets are protected now and for years to come.
- Estate Planning
- Estate Tax Planning
- Wills & Trust
- Elder Law & Medi-Cal Planning
- Medi-Cal Claim vs. Estate
- Special Needs Trust
