Riverside

Estate Planning Attorneys serving Riverside

Mortensen & Reinheimer, PC focuses on estate planning for individuals and families.

Our experienced lawyers can help Riverside residents with:

  • Wills
  • Trusts
  • Probate concerns
  • California Family Asset Preservation laws

How do I select an estate planning lawyer?

Mortensen & Reinheimer, PC is dedicated to providing each of our Riverside 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.

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

What else could I possibly need?

If you have a net worth over $2,000,000 and you are single or if you are married with a combined total net worth higher than $4,000,000, we can provide you with essential advanced estate planning services. As your life changes through marriage or divorce, having children or retiring, we will ensure your plan remains suited to your life events, accomplishments and goals.

Mortensen & Reinheimer, PC can help determine your potential tax exposure, then identify specific wealth preservation strategies and the appropriate estate planning tools that can reduce or eliminate your estate tax liability. These might include:

  • A-B trusts
  • Q-TIP or Q-DOT trusts
  • Charitable remainder trust
  • Family limited partnerships or limited liability companies to hold assets, for those who own family businesses
  • Irrevocable life insurance trusts
  • Revocable living trusts

How do I get started?

Mortensen & Reinheimer, PC offers a complete range of estate planning services and options to our clients in Riverside.

To learn more about our estate planning services, living trusts and probate administrating services call Mortensen & Reinheimer, PC at (714) 384-6053. We will immediately contact you to schedule 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.

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

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

    - Annette F.
  • “Noah was great!”

    - Dellia & Michael

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    • 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.