Estate Planning attorneys for Rancho Santa Margarita residents:

ABOUT OUR FIRM
Mortensen & Reinheimer, PC serves Rancho Santa Margarita individuals and families with their estate planning, trusts and probate needs. Our firm is dedicated to providing each of our clients with a high level of personal attention in the preparation of their estate plan. As such, we are readily available to answer your questions. Our attorneys meet with you to discuss any changes to your estate plan, especially as tax laws change, and also any new opportunities.

At Mortensen & Reinheimer, PC, we typically build long-term relationships with our clients. We utilize a combination of tools to document your wishes, protect your estate from over-taxation and government interference, and provide for your loved ones. Our primary aim is to ensure that your estate plan accurately reflects your desires and also safeguards your wealth.

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).

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.

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. Living trusts also can be utilized to plan for unforeseen circumstances such as incapacity or disability. The trust allows all or some of your assets to be administered by someone you know and trust, according to your wishes and without court involvement and without public access.

Mortensen & Reinheimer, PC works with our Rancho Santa Margarita 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 an initial estate planning consultation.