Business Details
18 Years
experience
Your Trusted Estate Planning Partner in Irvine, CA
Since 2008, OC Wills & Trust Attorneys has been a trusted estate planning practice serving Orange County. Our team specializes in crafting customized wills, trusts, and estate plans tailored to individual client needs. We prioritize transparency, efficiency, and accessibility, offering in-person, virtual, and phone consultations. With offices in Irvine, Huntington Beach, and Anaheim Hills, we serve clients across Southern California. Our attorneys simplify complex estate planning processes, ensuring clients understand options like healthcare directives, powers of attorney, and tax-efficient strategies.We maintain a reputation for compassionate representation, evidenced by 5-star reviews on Yelp and Google. Our streamlined process completes customized plans within one week of initial consultations. We emphasize no hidden fees and provide follow-up support to address client questions. Our expertise spans special needs planning, elder law, business succession, and irrevocable trusts. Clients consistently praise our thoroughness, timely communication, and ability to make estate planning accessible to all financial backgrounds.
Services
Wills
Trusts
Estate Planning
Healthcare Directives
Powers of Attorney
Special Needs Planning
Business Succession
Elder Law
Tax Planning
Trust Administration
Details
- Year established: 2008
Highlights and features
- We've completed thousands of estate plans since 2008
- Our team provides timely responses to client inquiries
- Customized estate plans completed within one week
- Transparent pricing with no hidden fees
- Available for consultations via multiple formats
What people say
Thorough job quickly
Timely call back
Smooth process
Clear explanations
Excellent service
Services
Estate Planning
We create comprehensive estate plans tailored to individual needs. Our process protects assets and ensures wishes are honored through legally sound documents. Clients receive personalized guidance through wills, trusts, and tax strategies.
Trust Administration
Our attorneys establish and manage revocable and irrevocable trusts. We help clients understand trust funding processes and maintain compliance with legal requirements. Services include special needs trusts and dynasty trusts.
Wills
We draft legally binding wills that clearly outline asset distribution. Our process ensures documents meet California requirements while addressing unique family circumstances and guardianship needs.
Healthcare Directives
We create advance healthcare directives that specify medical preferences and appoint healthcare agents. Documents ensure your wishes guide medical decisions when you cannot communicate directly.
Business Succession
Our plans ensure smooth business transitions through buy-sell agreements and ownership transfer strategies. We protect business continuity while minimizing tax implications for heirs and partners.
Questions
What estate planning documents do I need?
Essential documents include wills, trusts, powers of attorney, and healthcare directives. We'll help determine which combination best protects your assets and family.
How long does estate planning take?
Most customized plans complete within one week after your initial consultation and receipt of necessary information.
Do I need a trust if I'm not wealthy?
Trusts benefit various financial situations by avoiding probate, providing tax advantages, and ensuring smooth asset transfer regardless of estate size.
Can I update my estate plan?
Yes, we recommend reviewing plans every 3-5 years or after major life events like marriage, divorce, or childbirth.
How are attorney fees structured?
We provide transparent pricing with no hidden fees during your initial consultation.
What areas do you serve?
We serve clients throughout Orange County with offices in Irvine, Huntington Beach, and Anaheim Hills.
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