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Orange County Wills and Trusts Lawyer

Creating a Will or Trust in Orange County, CA - (714) 384-6053

For most individuals, estate planning involves drafting a will so that your assets and property are distributed to the right people after you pass away. However, many people do not realize creating a will does not ensure their estate will avoid probate court in California.

At Mortensen & Reinheimer, PC, our ultimate goal is to help you and your loved ones avoid probate and trust litigation whenever possible. The first step in that process is understanding the difference between wills and living trusts. With 50+ years of combined experience, our trust and wills lawyers can help you assess your legal options and successfully navigate the process ahead.

Contact our office in Orange County, CA to discuss your options with our wills and trust attorneys. We can be reached at (714) 384-6053.

What is a Will?

A will is a legal document detailing what an individual wants to happen after they die. This includes their final wishes regarding their remains as well as how they want their money, assets, and property to be distributed.

Facts About Wills:

  • Wills are often beneficial for those who have money and property valued less than $150,000.
  • Wills still require the probate process.
  • Wills can only take effect after the individual creating the document passes.
  • After the individual passes away, the document will have to be verified as the true will before a probate judge.
  • The assets listed on the document have to be distributed through estate and trust litigation.

Living Trust Attorney in Orange County

Much like a will, a living or revocable trust also documents how you want your affairs handled after you pass away. The major difference between a will and a living trust is that living trusts do not require probate. Additionally, a living trust will take effect as soon as it is created.

Facts About Living Trusts:

  • Trusts are placed in the control of a person or other entity, such as a company, known as "trustee."
  • Trustees are in charge of handling the property according to the wishes of the trustor in trust administration proceedings, with duties to uphold as required by statutory law.
  • Trustors can identify beneficiaries to benefit from the trust at specific times or in specific situations.
  • Living trusts can take effect during the trustor's lifetime and extend for years after their death.
  • A trust allows a trustor to ensure their estate is distributed according to their wishes by a designated trustee, rather than by an impersonal probate judge.

There are various types of trusts that can be created, depending upon each trustor's unique situation and needs. Our Orange County living trust lawyers can go over these types of trusts in further detail.

Developing an Irrevocable Trust in Orange County

In addition to living trusts, there are also irrevocable trusts, which cannot be altered during your lifetime. While these trusts cannot be altered, they do provide stronger protections against future liability and estate taxes.

Facts About Irrevocable Trusts:

  • Irrevocable trusts can effectively protect your assets by removing the assets within from your possession, and therefor your estate
  • The trustee for an irrevocable trust cannot be you, a close family member, or an agent who otherwise acts on your behalf
  • Trustees of irrevocable trusts have the sole discretion to act in the best interests of the trust's beneficiaries and the trust settlor's best wishes
  • Common types of irrevocable trusts include charitable trusts, life insurance trusts, special needs trusts, and asset protection trusts

Work with Seasoned Wills and Trust Attorneys Today

Contact the offices of Mortensen & Reinheimer, PC at your earliest convenience to speak with our wills and trusts lawyers and find out what we can do for you. Our professional corporation is dedicated to helping clients avoid probate and draft detailed wills and living trusts so their estate is in order prior to their passing. No matter your age or health, our estate planning attorneys encourage you to take advantage of our skill and knowledge.

Take the first step in creating your will or trust today. Contact Mortensen & Reinheimer, PC online or at (714) 384-6053 to discuss your options.

Why Work With Mortensen & Reinheimer, PC?

  • With 50+ years of combined experience, we've handled cases of all types and can confidently help you.

  • We strive for excellence. Our knowledgeable and courteous staff work hard so that you don't have to.

  • We handle each case on a one-on-one basis and explore all possible options with you.

Client Testimonials

See how we've helped our past clients.
  • “I was happy with her research, in fact my meetings were a point of learning.”

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  • “Noah is so knowledgeable, informative and very caring.”

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  • “Tamsen is an extremely thorough, proficient and creative attorney.”

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