Benefits of an Estate Plan

Benefits of Estate Planning in Orange County

Why You Should Call on an Irvine Estate Planning Lawyer

Many people may think that they don't need to plan their estate, either because they are young, healthy, or they simply don't care to think about it. You should speak with an estate planning lawyer to learn more about the financial benefits of estate planning, as well as the emotional benefit of being prepared with a detailed plan before you pass away.

An attorney at Mortensen & Reinheimer, PC can help you through the estate planning process, and help ensure that your last wishes are respected and followed. Contact us today at (714) 384-6053!

Secure the financial benefits of estate planning.

If you follow through with the estate planning process, you and your loved ones will avoid probate, and therefore be spared attorney's fees and court fees. A trustee in charge of your living trust will oversee all of your last wishes, instead of leaving a judge to distribute your property through probate.

Your loved ones will not be required to pay the high taxation that probate causes, and will not need to pay thousands of dollars of their inheritance toward estate taxes. Estate planning can ensure that your loved ones' are free to use their inheritance money as they choose, instead of giving much of it away.

Make sure your last wishes are followed.

If you are worried about your last wishes not being respected after your passing, estate planning ensures that this won't happen. Estate planning involves the documentation of your last wishes that must be followed point-by-point. You will be able to appoint a responsible and trustworthy individual or company as the trustee of your living trust, who will make sure that your wishes are respected and your property handled properly. Another option is to create a simple will, but bear in mind that this would still require probate.

Through estate planning, you can even plan ahead by providing documentation of your desires for your own treatment and care in the case of becoming unable to act or care for yourself.

Provide for your loved ones.

Most importantly of all, estate planning allows your loved ones to distribute everything in mere weeks, whereas the probate process would take months. Through estate planning, your family, friends, and even your pets will be properly cared for after your passing.

Contact Mortensen & Reinheimer, PC To Get Started Today!

Contact Mortensen & Reinheimer, PC right away to speak with a lawyer who can assist you with the estate planning process. The idea may seem daunting and undesirable, but our attorneys are friendly and willing to guide you step by step throughout the process. With over 75 years of combined experience, we've handled cases of all types and can confidently help you. Call on us for expert legal advice and advocacy.

Contact us online or call us at (714) 384-6053 to let our experience work for you. We are prepared to handle your estate planning process to accomplish the outcomes you desire.

“Outstanding Service!”
Tamsen Reinheimer gave my father the peace of mind he needed right before he passed. She came to our home to have him sign his Will/Trust. He passed five hours later. Tamsen has been supportive through the entire process. I have now retained her to update my Will/Trust. Karlee, her paralegal, is top-notch too. Everyone in the office is friendly and professional!

- Liz C.
“I'm extremely happy with the advice and resultant estate plans provided.”
Tamsen has the perfect blend of wonderful people skills, the ability to distill complex concepts into understandable language, and tremendous depth of knowledge. I have referred a number of my clients to her, and all have been extremely happy with the advice and resultant estate plans provided…

- Annette 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. 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.
“Ms. Reinheimer's excellence in these areas is clearly apparent.”
“Ms. Reinheimer's excellence in these areas is clearly apparent.”

- Susan B.
“I want to thank you both very much for all that you did.”
I received your letter indicating the discharge of the Estate probate. I want to thank you both very much for all that you did to steer me through uncharted waters and your constant and professional handling of all the details that were required. I want you to know that I will offer a positive recommendation to your firm should I encounter any friend or associate that would need your services.

- Tony L.
“I would refer them a million times over and over again.”
After two years of working with this office practically on a daily basis, I think I am more than a credible person to review them. Wow did I get lucky to have Tamsen, Noah. Karlee, Steven, and Denitta to handle my difficult case for my mother's trust. You won't find anyone like Tamsen who takes great pride in her business. Making sure her client's needs are met at all times. At first, I was concerned that the case wasn't moving along quick enough. As time went on, I saw that they are really great chess players. Making mistakes with dumb moves is not in their vocabulary. My emails were always responded to ASAP, in which I love that. We finally were able to settle the case in mediation and let me tell you, Noah and Tamsen are incredibly sharp, well-spoken, professional and great at what they do. I am more than happy with Mortensen & Reinheimer, and I would refer them a million times over and over again.

- Liz S.
“They were very patient and explained every step along the way.”
Tamsin and Karlee have been extremely helpful through a tough time in my life. They were very patient and explained every step along the way. I highly recommend them.

- Sandy R.
“Simply the best in what they do”
I'm very impressed by the attorneys, paralegals, and the entire legal team. They are all very knowledgeable in ALL areas of probate law. Emily Pepper, Esquire and her legal team strive at getting you the best results. Simply the best in what they do; not just wills and trust, but heavily litigated cases as well.

- Fatima W.

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What sets us apart?

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

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2855 Michelle Drive
Suite 120
Irvine, CA 92606

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