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Estate Planning Attorneys serving Costa Mesa

Orange County, California, law firm of Mortensen & Reinheimer, PC focuses on estate planning for individuals and families.

Our experienced lawyers can help Costa Mesa residents with:

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.

Contact us today to let our experience work for you!

What does estate planning involve?

Estate planning allows people to provide direction about the disposition of their assets after their death. Estate planning can include wills and trusts, as well as powers of attorney and health care directives.

Both state and federal laws impact estate planning, and some may find that more elaborate or creative legal means are necessary for their situation. Some of these more complex techniques include trusts, family limited partnerships (FLPs) and limited liability companies (LLCs). The attorneys at Mortensen & Reinheimer, PC also prepare special needs trusts for disabled beneficiaries, honorary trusts for the care of your pet, premarital agreements, and other important planning documents.

Estate tax and other estate-related issues such as the Federal Estate Tax exemption are hot legislative items, with new laws under consideration on a regular basis. So, it’s important to hire a competent and experienced estate planning lawyer who will understand your unique estate planning goals and keep your estate plan up-to-date with the latest laws.

What do I need to do at a minimum for my estate plan?

If your combined personal and real property exceeds $100,000 in value, you may want to consider implementing something more than a basic will. This can help to ensure effective the conservation and transfer of your finances and property in a tax-efficient manner.

Our basic estate planning services 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

How do I get started?

Mortensen & Reinheimer, PC offers a complete range of estate planning services and options to our clients in Costa Mesa. 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.
  • “A very professional service in an easy to understand approach”

    Teresa Y.

  • “I'm extremely happy with the advice and resultant estate plans provided.”

    Annette F.

  • “I would recommend her highly!!”

    James C.

  • “Their costs are amazingly reasonable.”

    Anne M.

  • “Tamsen is nothing short of amazing.”

    Regina S.

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

    Tina M.

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

    L.C.

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

    Roxanne B.

  • “Noah was great!”

    Dellia & Michael

  • “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.

  • “I want to thank you both very much for all that you did.”

    Tony L.

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.

Let us help with your case.

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