Estate Planning attorneys for Placentia residents:
Welcome to the estate planning, trust and probate law office of MORTENSEN & REINHEIMER, PC. We serve Placentia residents in all aspects of estate planning with a high level of personal service.
Our basic estate planning services include:
- Revocable Living Trust,
- Pour-Over Will,
- Power of Attorney for Financial Matters,
- Power of Attorney for Health Care (Advance Health Care Directive),
- Certificate of Trust, Community/Separate Property Agreement (If Married), and
- Real property deed to fund your trust.
As skilled estate planning attorneys, we can provide the legal help you need, from assisting you with preparing a will or living trust to litigating an estate in probate court.
WILLS
A will or testament is a document by which a person regulates the rights of others over his or her property or family after death. For those needing assistance with wills, MORTENSEN & REINHEIMER, PC offers a full range of services. Our attorneys work directly with you to prepare your will, as part of an estate plan that is specifically designed for your specific circumstances (e.g., your family, your business, your property and your wishes).
TRUSTS
A living trust refers to a trust that may be revocable by the trust creator or settlor (i.e., grantor). Living trusts are often used because they may allow assets to be passed to heirs without going through the process of probate.
MORTENSEN & REINHEIMER, PC ALO works with our Placentia clients to implement different types of trusts to maximize federal estate tax savings, to provide for beneficiaries with special needs, or control distribution to your beneficiaries. These include: Married A-B Trusts, Married QTIP Trusts, and Special Needs Trusts for Disabled Beneficiaries.
PROBATE
Probate is the legal process of administering the estate of a deceased person, accomplished by resolving all claims and distributing the property of the deceased under a valid will. Avoiding probate will normally save substantial costs (the probate courts, in some states, charge a fee based on a percentage net worth of the deceased), time, and maintain privacy (the probate records are available to the public, while distribution through a trust is private).
MORTENSEN & REINHEIMER, PC works with our clients to avoid probate, as well as representing clients during court probate proceedings and with any related litigation.
To learn more about our estate plans, living trusts and probate services call MORTENSEN & REINHEIMER, PC at (714) 573-7149, or e-mail us at info@ocestateplanning.net. We will immediately contact you to set up a free initial consultation.
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