Call Today (714) 384-6053
Prepare for Tomorrow. Let Our Experience Work for You Today.

Estate Planning Lawyers for Stanton residents

Welcome to Mortensen & Reinheimer, PC, a premier Estate Planning law firm serving residents of Stanton, California. We advise clients throughout Orange County on designing and implementing wills and trusts, as well as probate administration. Our objective is to provide each of our clients with the information and resources they need to protect their assets and take care of their loved ones.

All estate plans should include the following important estate planning instruments: a living trust, a durable power of attorney for finances, a power of attorney for health care, and a pour-over will.

Revocable Living Trusts

A living trust refers to a trust that may be revocable by the trust creator or grantor. Living trusts are often used because they may allow assets to be passed to heirs without going through the process of probate. Living trusts also can be utilized to plan for unforeseen circumstances such as incapacity or disability. Living trusts in practical terms, tend to be driven to large extent by tax considerations. If a living trust fails, the property will usually be held for the grantor/settlor on resulting trusts, which in some notable cases, has had catastrophic tax consequences. A living trust is not under the control and supervision of the probate court, and property held by such a trust is not part of a descendant’s probated estate.

Pour-Over Will
A “pour-over” will works in conjunction with a trust. The “pour-over” will is a safety net in the event that an asset in your estate has to be probated because it “pours” the asset back into your trust at the end of the probate. So, if you forget to put an asset into your living trust, or if the asset is worth more than $100,000, it will have to be probated. However, your executor will be directed to distribute the money or property according to the terms of your trust, not in accordance with the intestacy laws of California.

Power of Attorney
A power of attorney or letter of attorney is an authorization to act on someone else's behalf in a legal matter. The person authorizing the other to act is the principal, granter or donor (of the power), and the one authorized to act is the agent or the attorney-in-fact.

California Advance Health Care Directive is a combination of what is sometimes called a living will and a power of attorney for health care. An Advance Health Care Directive accomplishes two different goals within one document: (1) The Advance Health Care plans for your medical treatment if you ever become incapacitated, and (2) the Advance Health Care Directive allows you to provide instructions on what lengths your doctors should go to if you are in a terminal condition with no hope of recovery. Through your directive, you can tell doctors as well as family members what types of medical treatments should be used or withheld, including treatment for pain relief, and whether or not you want feeding tubes or artificial hydration.

As to a power of attorney for finances, when a principal requests a securities broker to perform extensive investment functions on the principal's behalf, independent of the principal's advice, power of attorney must be formally granted to the broker to trade in the principal's account. This rule also applies to principals who instruct their brokers to perform certain specific trades and principals who trust their brokers to perform certain trades in the principal's best interest.

Mortensen & Reinheimer, PC offers a complete range of estate planning services and options to clients throughout Orange County. 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 and we will immediately contact you to schedule 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.

  • “I would recommend her highly!!”

    James C.

  • “Tamsen is nothing short of amazing.”

    Regina S.

  • “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.

  • “Their costs are amazingly reasonable.”

    Anne M.

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

    Susan B.

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

    Teresa Y.

  • “Noah was great!”

    Dellia & Michael

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

    Annette F.

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

    Roxanne B.

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

    Tina 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.

Fill out the form below to set up a consultation.
    • Please enter your name.
    • This isn't a valid phone number.
    • Please enter your email address.
      This isn't a valid email address.
    • Please make a selection.
    • Please enter a message.