ORANGE COUNTY ESTATE PLANNING SERVICES

Estate Planning Attorney Quality Documents Without Attorney Level Fees

Estate planning is about accuracy, enforceability, and clarity—especially during critical moments. Many people delay planning because they assume professional-quality documents require high attorney fees.

All trusts and estate planning documents are prepared by an Estate Planning Specialist with 13 years of experience and drafted using Westlaw, allowing our clients to receive attorney-quality estate planning documents at a reduced rate.

For urgent situations, emergency estate planning services are available, including mobile visits when appropriate.

Orange County Estate Planning Services We Provide

Revocable Living Trusts (Attorney-Quality Drafting)

• Individual and joint revocable living trusts
• Trust amendments and restatements
  
• Trust funding guidance and document organization
  
• Certification of Trust (for banks, financial institutions, and third parties)
  
• Declaration of Trust (summary statement of trust existence and authority)
  
• Trusts drafted using Westlaw

Wills

• Last Will and Testament
• Pour-over wills
• Updates and revisions

Powers of Attorney

• Durable Power of Attorney for finances
• Limited or special powers of attorney

Advance Health Care Planning

• Advance Health Care Directives
• HIPAA authorizations
• Medical decision-making documents

Estate Planning Support & Updates

• Review of existing plans
• Updates after marriage, divorce, birth, or death
• Coordination to ensure documents work together

Mobile & Emergency Estate Planning (Orange County)

• In-home appointments
• Hospital and care-facility visits
• Urgent POA and health care directives
• Time-sensitive trust preparation

Emergency availability is limited. Please call as soon as possible.
Call: 949-432-4700

How It Works

1. Consultation – Discuss goals, assets, family structure, and urgency.
2. Attorney-Quality Drafting – Documents prepared using Westlaw.
3. Review & Revisions – Prompt review and updates as needed.
4. Signing & Finalization – Ready for signing and notarization, including mobile execution. We deliver your professionally bound documents the same day for you to take with you for safe keeping.

Call: (949)432-4700

Frequently Asked Questions

Who prepares my documents?
An Estate Planning Specialist with 13 years of experience using Westlaw.

Are these attorney-quality documents?
Yes—attorney-quality drafting at a reduced rate.

Do you include a Certification and Declaration of Trust?
Yes—both are provided when a trust is created or updated.

Do you offer mobile or emergency services?
Yes—subject to availability.

Do you provide legal advice?
No. We provide legal information necessary for you to proceed with confidence, document preparation and self-help services.