Serving Coto de Caza, Ladera Ranch, Mission Viejo, RSM & all of South Orange County
📞 (949) 371-9792 | Free Consultation
Now Accepting New Clients in South OC

Protect Your Family.
Preserve Your Legacy.

Flat-fee estate planning for Orange County families. Living trusts, wills, and powers of attorney — with no billable-hour surprises. Free initial consultation.

Experienced Local Attorney Team

A dedicated team of California-licensed attorneys who live and work in South Orange County — and understand what local families need.

$0
Consultation Fee
Fixed
Fee Pricing
Same
Week Appts
Estate Planning Done Right
We're not a volume firm churning out cookie-cutter documents. We sit down with your family, understand your goals, and build a plan that actually works.
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Local to South OC

We live and work in the same communities you do — Coto de Caza, Mission Viejo, Ladera Ranch. We know OC real estate, property taxes, and local probate courts.

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Transparent Fixed Fees

You'll know exactly what your estate plan costs before you commit. No hourly billing, no surprise invoices, no hidden fees. Ever.

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Built for Families

We're parents raising our own family here in South OC. We understand what keeps parents up at night. We build plans that give you peace of mind.

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Properly Funded Trusts

The #1 reason trusts fail is they're never funded. We don't just draft documents — we transfer your property, retitle accounts, and update beneficiaries.

Same-Week Availability

No 3-week waiting lists. We offer same-week consultations and can typically complete your estate plan within 2–3 weeks of engagement.

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You Work With the Attorneys

No hand-off to paralegals or assistants. You meet directly with a licensed California attorney who drafts your documents and answers your questions.

Fixed Fees. No Surprises.
Every package includes a free consultation, document drafting, signing session, and trust funding guidance.

Simple Will

$1,500
Individual · Flat fee
  • Last Will & Testament
  • Durable Power of Attorney
  • Advance Healthcare Directive
  • HIPAA Authorization
  • Free initial consultation
Get Started

Couples & Family Trust

$3,750
Couple · Flat fee
  • Joint Revocable Living Trust
  • Pour-Over Wills for both spouses
  • Powers of Attorney for both spouses
  • Healthcare Directives for both spouses
  • Trust funding & property deed transfers
  • Guardian nominations for minor children
  • Free initial consultation
Get Started

Need something more complex? Trust amendments start at $1,000. Business succession planning, blended family trusts, and advanced tax planning are quoted after a free consultation.

4–8%
That's What California Probate Costs

On a $1 million home in Orange County, that's $40,000–$80,000 in probate fees and attorney costs — money that goes to the courts instead of your family. A properly funded living trust avoids probate entirely.

Protect Your Family — Free Consultation
Three Simple Steps
From first call to signed documents, we make estate planning straightforward.
01

Free Consultation

We meet in person or by phone to understand your family, assets, and goals. You'll leave with a clear recommendation and exact price — no obligation.

02

Custom Drafting

Your attorney drafts your complete estate plan tailored to your family's assets, goals, and wishes. You'll review everything before signing.

03

Signing & Funding

We handle the signing session, notarization, and guide you through funding your trust — including recording property deeds with the county.

Frequently Asked Questions
Do I need a trust or just a will?
In California, if you own real estate, a living trust is almost always the right choice. Without one, your family will go through probate — a public court process that costs 4–8% of your estate and takes 12–18 months. A trust keeps everything private and transfers assets to your family immediately.
How long does the process take?
Most estate plans are completed within 2–3 weeks from your initial consultation. We typically schedule the signing session within 10 business days of starting, and trust funding happens shortly after. Same-week consultations are available.
What's included in the flat fee?
Everything: initial consultation, all document drafting, revisions, the signing session (including notarization), trust funding guidance, and property deed transfers. There are no hourly charges and no surprise bills. The price we quote is the price you pay.
I already have a trust. Does it need updating?
If you've had major life changes — marriage, divorce, new children, new property, or significant asset changes — your trust likely needs updating. We offer free trust review consultations and trust amendments starting at $1,000.
What makes you different from LegalZoom or online services?
Online services generate generic documents that aren't tailored to California law or your specific situation. More importantly, they don't fund your trust — which means your assets may still go through probate. You work directly with a licensed attorney who understands Orange County real estate, tax considerations, and local probate procedures.
Do I need to come to your office?
We offer both in-person and virtual consultations. The signing session is typically in person (since documents require notarization), and we can come to you or meet at a convenient location in South Orange County.
Schedule Your Free Consultation
Tell us a bit about your situation and we'll be in touch within one business day — usually within a few hours.

Prefer to talk now?

Most of our clients start with a phone call. We're available Monday through Saturday and can usually schedule a consultation this week.

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Call or text
(949) 371-9792
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Serving
Coto de Caza, Mission Viejo, Ladera Ranch, RSM, Irvine & all South OC
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Hours
Mon–Sat 8am–7pm · Evening appts available

Request a Free Consultation

We'll respond within a few hours.

No obligation. No spam. We'll reach out to schedule a convenient time.

Thank You!

We received your request and will be in touch shortly — typically within a few hours. If you need immediate help, call us at (949) 371-9792.

Your Family Deserves a Plan.
Let's Build It Together.

Schedule your free consultation today. We'll review your situation, recommend the right plan, and give you a clear price — before you commit to anything.

Schedule Your Free Consultation 📞 (949) 371-9792
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