Newport Beach

Estate Planning Lawyers serving Newport Beach

Welcome to the estate planning law offices of Mortensen & Reinheimer, PC. We offer expertise in all aspects of estate planning and remain committed to providing our clients with unsurpassed expertise and outstanding personal service.

As dedicated probate lawyers, we assist clients throughout Orange County with probating estates, wills, living wills, trusts and advanced estate planning. We strive to fully understand your goals, your finances, your family, your aspirations and dreams, so we can better help you protect what you’ve spent a life-time earning and ensure your final wishes are carried out as you desire.

If the combined value of your real and personal property exceeds $100,000 you may need to consider something more than a simple Will. In California Wills are subject to probate, a legal process that is administered through the Southern California Probate courts. This process determines a will’s validity, resolves any creditor claims of debt and distributes the remaining estate assets to beneficiaries, relatives or heirs.

Probate can be very unpleasant for families suffering with their loss of a loved one. It can also be complicated and take considerable time. Costs related to probate can run as high as 10% or more of an estate’s gross assets. During probate, a basic will can also be contested by anyone and will ultimately become public record. Probate contests can, unfortunately, result in a lawsuit, which is why it is essential to have an experienced Orange County estate planning lawyer who can devise and implement a plan that specifically defines your wishes.

One preferable alternative to a basic will is a Revocable Living Trust. With a Living Trust all or some of your assets can be administered by someone you know and trust, without court involvement and without becoming public record. Lengthy probate can be avoided with a trust if properly set up, your assigned heirs may be able to avoid inheritance taxes, and you will have the power to appoint a trustee to handle financial and health related matters in the event you become incapacitated and unable to manage your own finances.

Contact the estate planning lawyers of Mortensen & Reinheimer, PC to learn more about our complete range of estate planning services, living trusts and probate administrating services at (714) 573-7149, or e-mail us and we will immediately contact you to schedule an initial estate planning consultation.

“We would highly recommend Tamsen and her firm for even the most complicated situations.”
Excellent estate attorneys and wonderful, professional, helpful staff. Tamsen has helped us not only with our trust and estate planning, but also with those of our parents and friends as well. We would highly recommend Tamsen and her firm for even the most complicated situations.

- Elizabeth J.
“He is a true professional and really cares about his clients.”
Weily Yang, Esq. of Mortensen & Reinheimer has been such a supportive partner for our special education Community Advisory Committee in Irvine. We have hosted parent education webinars on “Special Needs Trusts and Limited Conservatorship” for our special education families in the past 2 years with Weily as the presenter and have had an overwhelming positive response from all the families that we invited him again this year. He was very thorough, knowledgeable and professional in his delivery and made it easy for families to understand a very complex process. He answered all of our questions and was available by email for any follow up questions. He also recently attended our Abilities Awareness event at our Resource Fair and assisted families with legal questions. We highly recommend eliciting the help from Weily for any legal needs. He is a true professional and really cares about his clients.

- Angie F.
“I trust Mortensen & Reinheimer with all of my family trust matters.”
Our small yet growing family entrusted this firm to handle our living trust. WeilyYang, the attorney assigned to us, was extremely patient and knowledgeable. He was flexible around our schedule and made sure that we understood each process every step of the way. He was were available for a phone call or for clarification. I trust Mortensen & Reinheimer with all of my family trust matters. Thank you so much for creating such an important document and being client-first.

- Andrew O.
“What stood out most was their thoroughness—nothing was rushed, nothing overlooked”
I recently completed my estate planning—including my will and trust—with Mortensen & Reinheimer, PC, and I could not be more impressed with the entire experience! From the very first consultation to the final signing, every step felt smooth, thoughtful, and incredibly well-guided.

The team at their Irvine office on Michelle Drive was warm, attentive, and exceptionally knowledgeable. They took the time to understand my unique situation, explained complex concepts in a way that was easy to grasp, and made sure I felt confident and protected in every decision I made. Their professionalism was matched by genuine care, which made a process that can feel overwhelming surprisingly comfortable.

What stood out most was their thoroughness—nothing was rushed, nothing overlooked. They were proactive with communication, quick to respond to questions, and clearly committed to delivering an estate plan that was both comprehensive and tailored.

If you're looking for a trustworthy, highly skilled law firm to help you create or update your estate plan, Mortensen & Reinheimer, PC is an outstanding choice. I’m incredibly grateful for their guidance and truly feel at peace knowing everything is in order.

- Chad B.
“Very professional and knowledgeable”
I worked with Weily Yang on creating and presenting a couple of seminars on special needs trusts and limited conservatorships to the local community. He was very professional and knowledgeable on the topics, did a great job presenting, and was patient in answering questions from families. Weily is obviously very well versed in this area and ensures that he is on top of the latest laws/case laws. I highly recommend him for any special needs trusts/limited conservatorship needs you may have!

- Peggy T.
“I trust Mortensen & Reinheimer with all of my family trust matters”
Our small yet growing family entrusted this firm to handle our living trust. Weily Yang, the attorney assigned to us, was extremely patient and knowledgeable. He was flexible around our schedule and made sure that we understood each process every step of the way. He was were available for a phone call or for clarification. I trust Mortensen & Reinheimer with all of my family trust matters. Thank you so much for creating such an important document and being client-first.

- Andrew O.
“They provide the best service to their clients”
I have worked with the firm for over 10 years. I have dealt with every attorney and office staff. They are kind, professional, efficient and very helpful. They provide the best service to their clients and to me as a partner in assisting them with taxes for their clients.

- Donna S.
“Do yourself a favor and start here for your trust/Estate needs.”
“Do yourself a favor and start here for your trust/Estate needs.”

- Mike M.

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What sets us apart?

Personalized Care to Every Case
We handle each case on a one-on-one basis and explore all possible options with you.
We strive for excellence.
Our knowledgeable and courteous staff work hard so that you don't have to.
Over 75+ Years of Combined Experience

With 75+ years of combined experience, we've handled cases of all types and can confidently help you.

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Call or Text Us! 714-384-6053

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2855 Michelle Drive
Suite 120
Irvine, CA 92606

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