Estate Planning Attorneys serving Tustin residents
Welcome to Mortensen & Reinheimer, PC, a premier Estate Planning law firm serving Tustin, California. We advise clients on matters of probate administration and implementing wills and trusts, by providing each of our clients with the information and resources they need to protect their earnings and take care of their loved ones.
Probate is a legal process administered through California probate courts that oversees the validity of a will and the distribution of an individual’s estate upon death. The probate process can be long and complicated, extending and compounding the pain of a difficult time. If a family member who owns property in Orange County has recently died, our experienced probate attorneys are qualified to handle the legal matters of probate on your behalf, giving you time to focus on taking care of your family during its time of loss.
Revocable Living Trusts
Often seen as a preferable alternative to a simple will, a revocable living trust allows you to avoid probate of your estate upon death. Ownership of your property is transferred to an individual of your choosing, or trustee, so that all of your assets are “owned” by the trust, thereby eliminating court involvement. As the creator and first trustee of the trust, you maintain full control of the property and assets in trust while alive and capable; you can revoke or change it at any time, as often as you wish. If set up properly, a living trust can also help your heirs avoid inheritance taxes and eliminate court involvement, in the event you become incapacitated and unable to manage your finances.
The knowledgeable estate planning attorneys of Mortensen & Reinheimer, PC will work with you to devise and implement a plan that is effectively suited to you, your family, your finances, your desires and your dreams. Our basic estate plan includes:
- 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
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 advance 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.
To learn more about our full range of Orange County estate planning services, call Mortensen & Reinheimer, PC at (714) 573-7149, or e-mail us and we will contact you to schedule an initial estate planning consultation.
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.
“I would recommend her highly!!”- James C.
“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.
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.