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Estate Planning Lawyers for San Juan Capistrano residents

Welcome to Mortensen & Reinheimer, PC, serving the estate planning, trusts and probate needs of San Juan Capistrano residents. We believe that estate planning should be aimed at protecting what you have earned and providing for your loved ones. As such, our firm’s goal is to ensure that your estate plan accurately reflects your desires and safeguards your wealth.

Essentials for 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

Especially for those with higher net worth, another important aspect of estate planning includes asset protection strategies. Depending on your need, protecting your assets can include:

  • Community/marital property agreements
  • Conservatorship avoidance
  • Creating a charitable foundation or charitable remainder trust
  • Durable powers of attorney for health care and for asset management
  • Family limited partnerships and limited liability companies
  • Insurance trusts
  • Long term health care insurance
  • Premarital and post-nuptial agreements
  • Reducing estate taxes and avoiding probate
  • Wills

Probate Administration

Probate is the court-supervised process of proving a will, appointing an executor, and settling an estate. The probate process is designed to ensure that a person’s assets and estate are distributed and transferred in accordance to his/her will upon death, and that the will is valid. It also provides a mechanism for payment of outstanding debts and taxes of the estate. Mortensen & Reinheimer, PC works with our clients to avoid probate, as well as representing clients during court probate proceedings and with any related litigation.

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

    L.C.

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

    Susan B.

  • “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.

  • “Noah was great!”

    Dellia & Michael

  • “Tamsen is nothing short of amazing.”

    Regina S.

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

    Annette F.

  • “I would recommend her highly!!”

    James C.

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

    Roxanne B.

  • “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.

  • “Their costs are amazingly reasonable.”

    Anne M.

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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