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Mortensen & Reinheimer, PC -- serving Pomona Valley

As a professional law corporation that is entirely focused on estate planning and probate administration, Mortensen & Reinheimer, PC is pleased to represent individuals and families in Pomona Valley. We offer a full range of services in all aspects of estate planning.

Why is Estate Planning Important?
Estate planning allows people to provide direction about the disposition of their assets after their death. Our mission is to ensure that your estate plan reflects your desires and preserves your wealth. Our attorneys work with clients to design an effective estate plan to accomplish each client’s specific goals. We believe that the most important estate planning objectives are protecting what you have earned and planning to provide for your loved ones.

Why Do I Need an Attorney Who Specializes in Estate Planning?
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, so it is important to be fully aware of the ever-changing legislative landscape. Some individuals may find that more elaborate or creative legal means are necessary for their situation. Some of the more complex techniques include family limited partnerships (FLPs), limited liability companies (LLCs), and various forms of trusts. Therefore, it is important to hire a competent and experienced estate planning lawyer who will understand your unique estate planning goals.

How Can Mortensen & Reinheimer, PC help?
As skilled estate planning attorneys, we provide the legal help you need, from assisting you with preparing a will or living trust to litigating an estate in probate court. 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.

When it is time for you to plan your estate, we hope that you select an estate planning lawyer that you can respect and trust.

Why should I hire your firm?
Mortensen & Reinheimer, PC 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.

How do I get started?
Mortensen & Reinheimer, PC offers a complete range of estate planning services and options to our clients in the Pomona Valley. 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 We will immediately contact you to schedule an initial estate planning consultation.

Client Testimonials

See how we've helped our past clients.
  • “Tamsen is an extremely thorough, proficient and creative attorney.”

    Tina M.

  • “Noah was great!”

    Dellia & Michael

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

    L.C.

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

    Roxanne B.

  • “I would recommend her highly!!”

    James C.

  • “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.

  • “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.

  • “Tamsen is nothing short of amazing.”

    Regina S.

  • “Their costs are amazingly reasonable.”

    Anne M.

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

    Susan B.

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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