Long Beach

Estate Planning Lawyers for Long Beach residents

Mortensen & Reinheimer, PC serves Long Beach 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. 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.

The Building Blocks of Estate Planning
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.

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.

Asset Protection
Another important aspect of estate planning includes asset protection strategies. Depending on your need, protecting your assets can include:

  • Premarital and post-nuptial agreements
  • Reducing estate taxes and avoiding probate
  • Creating a charitable foundation or charitable remainder trust
  • Conservatorship avoidance
  • Family limited partnerships and limited liability companies
  • Insurance trusts
  • Long term health care insurance

Probate Administration

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).

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.

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

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

    - Tina M.
  • “Mr. Weily Yang is a true professional with a good grasp of the law.”

    - Ray Y.

    Let Us Help With Your Case

    
    
    • Please enter your first name.
    • Please enter your last name.
    • Please enter your phone number.
      This isn't a valid phone number.
    • Please enter your email address.
      This isn't a valid email address.
    • Please make a selection.
    • Please enter a message.
    
    
    • 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.