Capistrano Beach

Estate Planning Attorneys for Capistrano Beach Residents

Mortensen & Reinheimer, PC serves Capistrano Beach 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.

Contact us today to let our experience work for you!

Our services for individuals and families living in Capistrano Beach include:

Wills & Estate Planning

Mortensen & Reinheimer, PC provides a complete range of estate planning services. Our attorneys will work with you to develop and implement an estate plan specifically designed for you, your family, your business, your property and your wishes. We use every legal tool at our disposal, along with our extensive real-world experience, to develop personalized estate plans for every client.

Our basic estate plans include the following items:

Trusts

You can also 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:

The proper combination of these tools will document your wishes, protect your estate from over-taxation and government interference, and provide for your loved ones.

Probate

Probate is the court-supervised process of proving a will, appointing an executor, and settling an estate. The probate process is designed to ensure that a person’s assets and estate are distributed and transferred in accordance to his/her will upon death, and that the will is valid. It also provides a mechanism for payment of outstanding debts and taxes of the estate. Mortensen & Reinheimer, PC works with our clients to avoid probate, as well as representing clients during court probate proceedings and with any related litigation.

Getting Started

Mortensen & Reinheimer, PC offers a complete range of estate planning services and options to our clients in Capistrano Beach. 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.

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

    - Susan B.
  • “I was happy with her research, in fact my meetings were a point of learning.”

    - Dorothy C.
  • “A very professional service in an easy to understand approach”

    - Teresa Y.

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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.