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Estate Planning attorneys for Diamond Bar residents:

Welcome to the estate planning, probate and trusts Law firm of Mortensen & Reinheimer, PC, serving clients in Diamond Bar, California. Our primary focus is advising clients on all aspects of estate planning with a high level of personal service.

As skilled estate planning attorneys, we can provide the legal help you need, from assisting you with preparing a will or living trust to litigating an estate in probate court. In the process of designing an effective estate plan, we strive 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.

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), and
  • Real property deed to fund your trust.

Why do I need more than a basic will?
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.

Under California state law, a basic will is subject to probate, which is a court-administered process that is handled through the probate courts. The probate process determines the validity of a will, resolves any claims of debt made by creditors and distributes the decadents’ assets to beneficiaries. Probate can take considerable time, generally six months to three years, and costs can be as much as 10% or more of an estate’s gross assets. A basic will can also be contested by anyone and ultimately becomes part of the court records, which can be inspected by the public upon request, something most people do not want to occur.

How can probate court be avoided?
A revocable living trust allows you to avoid probate of your estate upon death. This is typically viewed as a preferable alternative to a simple will. Ownership of your property is transferred to an individual of your choosing, or trustee, so that all of your assets are “owned” by the trust, thereby eliminating court involvement. As the creator and first trustee of the trust, you maintain full control of the property and assets in trust while alive and capable; you can revoke or change it at any time, as often as you wish. If set up properly, a living trust can also help your heirs avoid inheritance taxes and eliminate court involvement, in the event you become incapacitated and unable to manage your finances.

Mortensen & Reinheimer, PC offers a complete range of estate planning services and options to clients throughout Orange County. To learn more about our estate planning services, living trusts and probate administrating services call Mortensen & Reinheimer, PC at (714) 573-7149, or e-mail us atmailto:info@ocestateplanning.net and we will immediately contact you to schedule an initial estate planning consultation.

Client Testimonials

See how we've helped our past clients.
  • “Tamsen is nothing short of amazing.”

    Regina S.

  • “Their costs are amazingly reasonable.”

    Anne M.

  • “I would recommend her highly!!”

    James C.

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

    Tony L.

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

    Annette F.

  • “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.

  • “A very professional service in an easy to understand approach”

    Teresa Y.

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

    L.C.

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

    Tina M.

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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