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Estate Planning attorneys for San Clemente residents:

Mortensen & Reinheimer, PC serves San Clemente 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 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.

WILLS
Mortensen & Reinheimer, PC provides a complete range of estate planning services. Our attorneys will work with you to develop and implement an estate plan specifically designed for you, your family, your business, your property and your wishes. We use every legal tool at our disposal, along with our extensive real-world experience, to develop personalized estate plans for every client. Our basic estate plans include the following items:

  • 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

TRUSTS
You can also 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
  • Special Needs Trusts for Disabled Beneficiaries

The proper combination of these tools will document your wishes, protect your estate from over-taxation and government interference, and provide for your loved ones.

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 TODAY!
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.

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

    Susan B.

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

    Tony L.

  • “Noah was great!”

    Dellia & Michael

  • “I would recommend her highly!!”

    James C.

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

    Teresa Y.

  • “Their costs are amazingly reasonable.”

    Anne M.

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

    L.C.

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

    Tina M.

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

    Dorothy C.

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

    Roxanne B.

  • “Tamsen is nothing short of amazing.”

    Regina S.

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

    Annette F.

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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