Business Details
14 Years
experience
Your Trusted Estate Planning Partner in Tustin, CA
Newman Law Group was founded on the principle that estate planning should be clear, compassionate, and centered around the real lives of California families. Led by attorney Nicole Y. Newman, the firm specializes in creating personalized estate plans that protect clients' futures while adhering to California law. With a focus on eliminating complexity, the team provides tailored solutions for wills, trusts, probate, and special needs planning.Their flat-fee billing model ensures transparency, and their membership programs offer ongoing support to keep plans updated with life changes. The firm emphasizes education, proactive communication, and a commitment to long-term relationships, positioning itself as a lifelong legal partner for clients across California.
Services
Wills & Trusts
Probate Services
Trust Administration
Special Needs Planning
Estate Planning
Details
- Year established: 2012
Highlights and features
- We offer personalized estate planning tailored to California law and family needs.
- Our flat-fee billing model ensures transparent, predictable pricing.
- We provide ongoing plan updates through unique membership programs.
- Our team combines legal expertise with compassionate, client-centered service.
- We serve as lifelong legal partners, adapting plans to life's changes.
What people say
Professional and warm team
Clear explanations of legal options
Timely and compassionate support
Effective probate guidance
Personalized planning approach
Services
Wills & Trusts
Newman Law Group designs legally sound wills and living trusts to protect families and control asset distribution. Services include guardianship planning for minor children, probate avoidance strategies, and customized trust structures. The firm educates clients on options like revocable and irrevocable trusts to ensure plans align with individual goals and California law.
Probate Services
The firm guides executors through California's probate process, handling court filings, asset valuations, and beneficiary notifications. Services include petition preparation, debt settlement, and final estate distributions. Their approach minimizes delays and legal fees while ensuring compliance with state-specific probate requirements for estates in Southern and Northern California.
Special Needs Planning
Newman Law Group creates special needs trusts to protect beneficiaries with disabilities while preserving public benefits like Medi-Cal. Services include trust structure selection (third-party vs. first-party), ABLE account integration, and guardianship planning. The firm ensures financial support without jeopardizing eligibility for government assistance programs.
Trust Administration
The firm assists trustees with post-death trust administration, including asset inventory, tax compliance, and beneficiary communication. Services cover trust funding verification, distribution planning, and dispute resolution. Attorneys provide step-by-step guidance to fulfill fiduciary duties while minimizing personal liability for trustees across California.
Estate Planning
Comprehensive estate plans address asset protection, tax efficiency, and family needs. Services include advanced strategies for physicians, business owners, and high-net-worth individuals. The firm combines wills, trusts, and incapacity planning to create holistic solutions that evolve with clients' changing circumstances and California legal standards.
People
Nicole Y. Newman
Founder & Attorney
Nicole Newman established the firm to transform estate planning through personalized service. With expertise in family protection and values-based planning, she guides clients through wills, trusts, and special needs strategies. Licensed in California, she focuses on creating lifelong legal partnerships.
Jilana Jordi
Associate Attorney
Jilana Jordi brings litigation experience to estate planning, offering clear legal guidance. A UC Berkeley and Chapman Law graduate, she specializes in making complex matters approachable. Licensed in California, she supports families with tailored planning solutions from the Tustin office.
Laura Ann Scott
Client Services Director
Laura Scott manages client interactions with warmth and organization. Her banking background ensures smooth operations, allowing attorneys to focus on client needs. She serves as the primary contact for estate planning inquiries and process guidance.
Sarah Boster
Paralegal
Sarah Boster supports attorneys with meticulous document preparation and client coordination. Her attention to detail ensures accurate trust and will execution. She plays a key role in maintaining the firm's high standards for legal documentation.
Cynthia Martinez
Client Service Specialist
Cynthia Martinez provides client support through scheduling, follow-ups, and process navigation. Her friendly approach helps clients feel informed and confident throughout the estate planning journey.
Questions
What estate planning documents do I need in California?
California residents typically need a will, revocable living trust, durable power of attorney, and healthcare directives. Our attorneys tailor plans to individual needs, ensuring asset protection and probate avoidance.
How can I avoid probate in California?
Properly funded living trusts, joint ownership, and beneficiary designations help avoid probate. Our team structures estate plans to minimize court involvement while maintaining legal compliance and family privacy.
What happens if I die without a will in California?
California's intestacy laws will distribute assets to heirs, potentially causing delays and unintended outcomes. A valid will ensures your wishes guide asset distribution and guardianship decisions for minor children.
How do special needs trusts work?
Special needs trusts hold assets for disabled beneficiaries without affecting public benefits. We design third-party trusts funded by family members or inheritances to provide supplemental support while maintaining eligibility for Medi-Cal and SSI.
Can I update my estate plan after major life changes?
Yes. We recommend reviewing plans after marriage, divorce, births, or significant asset changes. Our membership programs include periodic updates to ensure plans reflect current circumstances and legal requirements.
What services do probate attorneys provide?
Our probate attorneys handle court filings, asset inventory, debt settlement, and final distributions. We guide executors through California's legal requirements, minimizing delays and ensuring proper administration of estates with or without wills.
