Serving Anaheim and beyond
Estate Planning Lawyer Anaheim
It’s crucial that you create—and regularly update—an estate plan to ensure that your wishes are respected if you’re ever incapacitated and when you pass away. At Mortensen & Reinheimer, PC, our estate planning attorneys guide individuals and families through the process of estate planning, providing clarity and peace of mind for the future. Whether you are looking to draft a will, distribute assets, establish trusts, or navigate the complexities of estate taxes and more, an estate planning lawyer from Mortensen & Reinheimer, PC is here to help you. We tailor our approach to each client’s specific goals and circumstances.
To begin your estate planning journey, call (714) 384-6053 today.
Anaheim Estate Planning Call for More Information Today!714-384-6053
Tamsen and her team are always responsive, accurate, and helpful.
David Sowell
T"Very thorough and professional"
Tamsen was very thorough and professional. Her legal advice was sound. Further, she was very responsive to emails.
Tom Chanez
K"We Could Not Be More Pleased"
Weily is professional, warm, caring, and incredibly responsive. We highly recommend Weily Yang to anyone seeking trustworthy, knowledgeable, and compassionate legal guidance.
Kristen Pfister
B"Phenomenal Experience"
Attorney Weily Yang went above and beyond.
Bradley S
S"A Pleasure to Work With"
Fast, responsive, and answered all our questions with ease.
Siobhan O'Toole
B"Incredibly Grateful to Tamsen"
Tamsen guided us with professionalism, patience, and clarity.
Bill Kaucher
J"Highest Recommendation for Weily & Scott"
I offer my highest recommendation to them and the firm of Mortensen & Reinheimer PC.
Jennifer Vanderbilt
R"Expertise, Patience, and Thoroughness"
His expertise, patience, and thoroughness is much appreciated.
Rick Rosales
S"Best Estate and Trust Firm"
Best firm for estate and trust needs. The entire team are the best in the business.
Scott Stern
R"Extremely Professional from Start to Finish"
Trust is of utmost importance and you want to have someone prepare it that has the experience Tamsen has.
Rob Willis
K"Friendly Legal Services"
Professional, efficient and friendly legal services do exist!
Kathryn Thompson
L"Incredibly Sharp Professionals"
Noah and Tamsen are incredibly sharp, well-spoken, and professional.
Liz Spencer
K"Goes to the mat for Clients"
He is a Trust litigation attorney who really 'goes to the mat' for his Clients.
Kathy Killgore
A"Overwhelming Positive Response"
He was very thorough, knowledgeable and professional. We highly recommend eliciting the help from Weily for any legal needs.
Angie Foster
J"A true expert in the field"
His presentation was incredibly valuable and informative.
Jane G.
K"Tamsen is truly a gem!"
Tamsen's guidance, patience, experience, advocacy, and perspective have been invaluable.
Kevin Brown
P"Ideal Trust Package Satisfaction"
A total professional, an easy and effective communicator.
Phil Murphy
T"Great service and better advice"
Very easy to work with. The team, especially Scott and Lynette, were pleasant, helpful, and efficient.
Tim E
S"You will be in excellent hands!"
She helped me better understand the trust details.
Sheri K
K"An Invaluable Gift"
Expert, reliable, professional, and kind.
Kari Blinn
N"A great team on our family's side!"
They made the trust process easy with comfort in defining our assets.
Nicole Coffey
s"The service is incredible."
Lynette at the front desk and Weily, who handles my trust, are both amazing.
stu greenberg
R"Extremely Satisfied with the Results"
We highly recommend Mr. Herbold and his firm.
Racing Beat
M"Highly Recommend This Firm"
Extremely diligent, understanding, and supportive.
Mina Kashi
I highly recommend this firm.
The best partner in dealing with the difficult and sometimes mysterious aspects of estate planning and settlement. Tamsen and her team are always responsive, accurate, and helpful. I highly recommend this firm.
David Sowell
Very thorough and professional
Tamsen was very thorough and professional. Her legal advice was sound. Further, she was very responsive to emails.
Tom Chanez
We Could Not Be More Pleased
We worked with Weily Yang, Esq. of Mortensen & Reinheimer, PC to set up a special needs trust for our children, and we could not be more pleased. He came highly recommended by close friends who used him for the same service, and now we understand why.
Weily is professional, warm, caring, and incredibly responsive. He took the time to ensure we understood each step of the process and made what could have been an overwhelming experience feel manageable and supported. His deep involvement in the special needs community—especially through giving educational talks about special needs trusts—shows his true commitment to families like ours.
We highly recommend Weily Yang to anyone seeking trustworthy, knowledgeable, and compassionate legal guidance in this area.
Kristen Pfister
Phenomenal Experience
Phenomenal experience with Mortensen & Reinheimer. Specifically, Attorney Weily Yang, who went above and beyond to ensure that we understood every step of the living trust process. He was a breadth of knowledge, very kind, and professional. I would highly recommend this business. There is absolutely no need to look any further. Lynette Burns (Executive Assistant) was very personable and courteous as well. She was also very adept at providing notary services. Additionally, we met President Robert Price who could not have been more easy-going and professional. He has quite the rubber ducky collection!
Bradley S
A Pleasure to Work With
Weily Yang was such a pleasure to work with. Fast, responsive, and answered all our questions with ease while we were establishing a trust. Would highly recommend!
Siobhan O'Toole
Incredibly Grateful to Tamsen
We are incredibly grateful to Tamsen R. Reinheimer, Attorney at Law and the entire team at Mortensen & Reinheimer, PC, for their exceptional work in drafting and managing our family trust over the years. From the very beginning, Tamsen guided us through the estate planning process with professionalism, patience, and clarity. She took the time to understand our goals, answered all our questions thoroughly, and provided thoughtful legal advice tailored to our needs. What really sets Tamsen apart is her ongoing support. Trusts require attention over time, and we’ve always felt confident knowing she’s just a phone call or email away. Her responsiveness, attention to detail, and clear communication have made what could be a complicated and stressful process feel straightforward and manageable. Thanks to Tamsen, we always had peace of mind knowing our trust was in good hands. We highly recommend her and the entire Mortensen & Reinheimer team to anyone looking for trustworthy and experienced estate planning professionals. — Bill and Debbie Kaucher
Bill Kaucher
Highest Recommendation for Weily & Scott
It has been a pleasure to work with Weily Yang and Scott Grossman on a probate case of a close loved one who passed unexpectedly. Both Weily, as attorney, and Scott, as paralegal, were patient, helpful, and kind, in every part of the process. Each encounter was prompt, professional, and conscientious in achieving the best practices, while keeping the needs of the family paramount. I offer my highest recommendation to them and the firm of Mortensen & Reinheimer PC for guiding me in honoring my loved one and bringing my family close.
Jennifer Vanderbilt
Expertise, Patience, and Thoroughness
I have had the pleasure of working with Weily Yang, and his assistant Scott Grossman, for the last three years as he assisted me in my conservatorship over my mother. He helped me successfully submit two accountings to the Probate Court and navigate all the challenges associated with my conservatorship responsibilities. His expertise, patience, and thoroughness is much appreciated. I would highly recommend Weily and the firm for your estate and probate needs.
Rick Rosales
Best Estate and Trust Firm
Best firm for estate and trust needs. The entire team is the best in the business.
Scott Stern
Extremely Professional from Start to Finish
We were referred to Tamsen Reinheimer to help us prepare our trust, and she and her staff were extremely professional from start to finish. Having a trust done properly is of utmost importance and you want to have someone prepare it that has the experience Tamsen has, so you can rest easy your assets are properly protected and that they go to your loved ones, not into probate. Thank you Tamsen, Karlee and Lynette for helping my wife and I through this process!
Rob Willis
Friendly Legal Services
Professional, efficient, and friendly legal services do exist! Thank you, Tamsen and Karlee.
Kathryn Thompson
Incredibly Sharp Professionals
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 quickly 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, which I love. 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 Spencer
Goes to the mat for Clients
This full-service trust law firm with Noah Herbold, Esq., helped us through a very complicated and difficult two-stage trust settlement. This included letters, filings, and court appearances. He is a trust litigation attorney who really 'goes to the mat' for his clients. We have reached a satisfactory conclusion. He was recommended to me by another law firm, out of the area, and we would not be where we are today without his help.
Kathy Killgore
Overwhelming Positive Response
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 overwhelmingly 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 Foster
A true expert in the field
I recently had the pleasure of attending Mr. Weily Yang's presentation on Limited Conservatorships and Special Needs Trusts at a CPAD-OC special needs group event. I have to say, I was thoroughly impressed by Weily's expertise and the practical advice he provided. His presentation was incredibly valuable and informative, and I'm grateful to have had the opportunity to learn from him. Weily's professionalism and dedication to his work were evident throughout his presentation, and I was especially impressed by the time and effort he put into preparing for the event—even taking time out of his weekend to share his knowledge with us. His commitment to helping others is truly admirable. Overall, I highly recommend Weily to anyone looking for guidance on Limited Conservatorships and Special Needs Trusts. He is a true expert in this field and a pleasure to work with. Thank you again, Weily, for your invaluable contribution to our group.
Jane G.
Tamsen is truly a gem!
I just wanted to drop you a note about Tamsen's WONDERFUL work for us on my parents’ estate. It has just been incredible working with her and benefiting from her guidance. I can’t imagine going through this on our own, and I’m quite glad that we’re working with M&R vs. other estate planning firms.
Tamsen’s day-to-day guidance, patience, vast experience, substantial expertise, staunch client advocacy, and long-term perspective have been invaluable.
Tamsen is truly a gem in the OC estate planning community!
Kevin Brown
Ideal Trust Package Satisfaction
After far too many years passed in our 38-year relationship, my husband and I hid behind myriad excuses to postpone preparing trust documents. Four false starts ended in frustration. We were referred to Tamsen Reinheimer and her team at Mortensen & Reinheimer as the consummate lawyer to oversee our challenge. She worked us through the sticking points to create the ideal trust package that satisfies both of us. A total professional, an easy and effective communicator, with keen ability to steer the participants to realistic and satisfying conclusions makes Tamsen our go-to lawyer for trusts, wills, and all related documents. Phil Murphy and husband Robert McCracken
Phil Murphy
Great service and better advice
We are extremely happy with the legal support and service we received from Mortensen & Reinheimer. Our attorney, Weily Yang, walked us through the process in a relaxed and comfortable way while giving us advice and ideas throughout that helped us make better informed decisions. Very easy to work with. The team, especially Scott and Lynette, were pleasant, helpful, and efficient. Thank you for the great service and even better advice.
Tim E
You will be in excellent hands!
I was recently named the Successor Trustee and did not know where to start until I contacted Mortensen & Reinheimer. I worked primarily with Tamsen. She helped me better understand the trust details and made sure I was clear on my responsibilities. She made the initial beneficiary contact, assisted me in communications and document preparation and ensured the trust was settled following all California State laws. Tamsen and Karlee, her paralegal, were always available to answer a quick question and provided excellent advice and service. This process can be overwhelming. If you are considering working with the trusted advisors from Mortensen & Reinheimer you will be in excellent hands!
Sheri K
An Invaluable Gift
I could not be happier to be working with Mortensen & Reinheimer. From contracts at work and estate planning, to seeing them assist my parents—every interaction has been of the highest quality and care. The reassurance that all the T's are crossed and I's are dotted lets me sleep well at night. Bottom line...I trust Tamsen and her team (Karlee is terrific!). They are expert, reliable, professional, and kind. What an invaluable gift. Thank you.
Kari Blinn
A great team on our family's side!
Weily and Lynette were wonderful to work with. They made the trust process easy with comfort in defining our assets, discussing emotional issues, children, etc. A great team to have on our family's side!
Nicole Coffey
The service is incredible.
The service at Mortensen & Reinheimer is incredible. Lynette at the front desk and Weily, who handles my trust, are both amazing. They truly care about people. It is a pleasure going to see them every time. Thank you all very much!
stu greenberg
Extremely Satisfied with the Results
Our firm hired Mortensen & Reinheimer to represent us during a lengthy and complex estate and trust legal case. We were represented by firm attorney Noah Herbold through the duration of our case and were extremely satisfied with the results. We can’t stress strongly enough the importance of having estate and trust concerns completed and occasionally reviewed in order to prevent instances such as we faced. If you haven’t created an estate plan yet, we highly recommend Mr. Herbold and his firm; your heirs will appreciate their efforts.
Racing Beat
Highly Recommend This Firm
I have been working with Mortensen & Reinheimer on a very challenging case. They were extremely diligent, understanding, and supportive. I am very appreciative that I had their collective effort until the case closed. I would highly recommend this firm for anyone who wants a great team on their side.
At Mortensen & Reinheimer, PC, we provide skilled legal counsel in estate planning and probate throughout Orange County. With 75 years of combined experience, we are dedicated to ensuring our clients' visions are legally secured and expertly handled. We focus on building long-lasting relationships by delivering personalized and attentive service.
Why Choose Us:
75 years of combined legal expertise
Specialized in estate planning and probate
Personalized attention to each client
Committed to long-term client relationships
Comprehensive service for life's stages
75 Years of Expertise
Count on our extensive experience for your legal needs.
Client-Centered Solutions
Personalized attention for your estate planning journey.
Trusted Long-Term Partner
Building enduring relationships with a focus on you.
Comprehensive Legal Guidance
Helping secure your future with expert legal counsel.
Meet the Team at Mortensen & Reinheimer, PC
At Mortensen & Reinheimer, PC, we specialize in estate planning and probate law, proudly serving Orange County with 75 years of combined experience. Our dedicated team prioritizes client satisfaction and long-term relationships, offering personalized legal counsel to match your specific needs at every life stage. Whether you are drafting a will, setting up a trust, or navigating probate, we provide knowledgeable, reliable guidance. We aim to reflect your desires with precision and care, ensuring the protection of your assets and loved ones. Trust us to help secure your financial future with professional, client-focused service.
Review your estate plan every few years or after major life events like marriage, divorce, birth of a child, or significant changes in assets. Regular reviews ensure your plan accurately reflects your current wishes and financial situation.
Is estate planning only for wealthy individuals?
Estate planning is beneficial for everyone, regardless of wealth. It helps individuals manage and protect assets, ensures their wishes are followed for healthcare and guardianship, and eases the burden on loved ones by providing clear directives, reducing court involvement and expenses.
How does an estate plan affect taxes?
An estate plan can help minimize the amount of estate taxes and other expenses your heirs might face. By using tools like trusts, you can dictate how your assets are distributed and potentially reduce tax liabilities. Consulting a tax professional or estate planner can offer more specific guidance.
Can I create an estate plan without a lawyer?
While it's possible to create basic estate documents using online tools, consulting a lawyer ensures your plan complies with state laws and accurately reflects your wishes. Professional advice can help address complex situations effectively.