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Estate Planning attorneys for Silverado Canyon residents:

Welcome to the estate planning, probate and trusts law firm of Mortensen & Reinheimer, PC, serving clients in Silverado Canyon, California. 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. In the process of designing an effective estate plan, we strive to fully understand your goals, financial situation, and family. We then help to protect your hard-earned assets and ensure your loved ones are provided for according to your wishes.

Our services for individuals and families living in Silverado Canyon include:

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

    Roxanne B.

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

    Tina M.

  • “Tamsen is nothing short of amazing.”

    Regina S.

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

    Tony L.

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

    Dorothy C.

  • “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.

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

    Susan B.

  • “I would recommend her highly!!”

    James C.

  • “Noah was great!”

    Dellia & Michael

  • “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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