Brea

Estate Planning Attorneys Serving Brea

Estate Planning Law Firm Mortensen & Reinheimer, PC in Orange County, California

Our experienced lawyers can help Brea residents with:

  • Wills
  • Trusts
  • Probate concerns
  • California Family Asset Preservation laws

We are well-qualified, experienced, and proficient California estate planning attorneys that will assist you in minimizing taxation on your estate. We meet with each of our clients on a personal basis in order to fully understand your goals, financial situation, and family. We then help to protect your hard-earned assets and ensure your loved ones are provided for according to your wishes.

Who needs estate planning?

Mortensen & Reinheimer, PC works with our clients in Brea to prepare a will, as part of an estate plan that is specifically designed for your particular circumstances (e.g. your family, your business, your property and your wishes). Whether you are single, married, or in a domestic partnership, you need at least the basic estate planning instruments: a trust, will, and powers of attorney for finances and health care.

Our basic estate plans 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)
  • Real property deed to fund your trust

What if my situation is more complicated?

If you have a net worth over $2,000,000 and you are single or if you are married with a combined total net worth higher than $4,000,000, we can provide you with essential advanced estate planning services. As your life changes through marriage or divorce, having children or retiring, we will ensure your plan remains suited to your life events, accomplishments and goals.

Mortensen & Reinheimer, PC can help determine your potential tax exposure, then identify specific wealth preservation strategies and the appropriate estate planning tools that can reduce or eliminate your estate tax liability.

These might include:

  • A-B trusts
  • Q-TIP or Q-DOT trusts
  • Charitable remainder trust
  • Family limited partnerships or limited liability companies to hold assets, for those who own family businesses
  • Irrevocable life insurance trusts
  • Revocable living trusts

How do I get started?

We offer a complete range of estate planning services and options to our clients in Brea. To learn more about our estate planning services, living trusts and probate administrating services call Mortensen & Reinheimer, PC at (714) 384-6053 and we will immediately contact you to schedule an initial estate planning consultation.

Client Testimonials

See How We've Helped Our Past Clients

We are in the business of helping families just like yours plan for the future in the most sensible and beneficial ways possible, and we are proud to have been successful in that effort. Read the testimonials of our previous clients to understand what it's like to work with our Orange County estate planning attorneys.

  • “We couldn't be happier, thanks so much!”

    - Kevin B.
  • “Tamsen is nothing short of amazing.”

    - Regina S.
  • “Mr. Herbold was extremely honest with information and probable outcome.”

    - L.C.

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