Laguna Niguel

Estate Planning for Laguna Niguel residents

Welcome to the estate planning, probate and trusts Law firm of Mortensen & Reinheimer, PC, serving clients in Laguna Niguel. 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.

WILLS
A will or testament is a document by which a person regulates the rights of others over his or her property or family after death. For those needing assistance with wills, Mortensen & Reinheimer, PC offers a full range of services. Our attorneys work directly with you to prepare your will, as part of an estate plan that is specifically designed for your specific circumstances (e.g., your family, your business, your property and your wishes).

Our basic estate plans include the following key elements: 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.

TRUSTS
A living trust refers to a trust that may be revocable by the trust creator or settlor (i.e., grantor). Living trusts are often used because they may allow assets to be passed to heirs without going through the process of probate. Living trusts also can be utilized to plan for unforeseen circumstances such as incapacity or disability. The trust allows all or some of your assets to be administered by someone you know and trust, according to your wishes and without court involvement and without public access.

Mortensen & Reinheimer, PC works with our Laguna Niguel clients to 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: Married A-B Trusts, Married QTIP Trusts, and Special Needs Trusts for Disabled Beneficiaries.

PROBATE
Probate is the legal process of administering the estate of a deceased person, accomplished by resolving all claims and distributing the property of the deceased under a valid will. A probate interprets the instructions of the deceased, decides the executor of the estate, and determines rights and obligations heirs and other parties who may have claims against the estate.

Avoiding probate will normally save substantial costs (the probate courts, in some states, charge a fee based on a percentage net worth of the deceased), time, and maintain privacy (the probate records are available to the public, while distribution through a trust is private).

Mortensen & Reinheimer, PC works with our clients to avoid probate, as well as representing clients during court probate proceedings and with any related litigation.

CONTACT US

Mortensen & Reinheimer, PC serves individuals and families 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. 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.

To learn more about our estate plans, living trusts and probate services call Mortensen & Reinheimer, PC at (714) 573-7149, or e-mail us at info@ocestateplanning.net. We will immediately contact you to set up 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.
  • “Do yourself a favor and start here for your trust/Estate needs.”

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

    - Annette F.

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