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Brea Estate Planning, Wills, and Trusts Attorney

Estate Planning, Wills, and Trusts Attorney in Brea, CA

Since 2003, We Have Been Dedicated to Ensuring a Bright Future for Our Clients and Their Families

An estate plan can serve multiple purposes. First, it helps ensure that your wishes are fulfilled when you are unable to care for yourself. Second, it can help provide for the well-being of your loved ones after your passing. While wills and trusts are two primary tools to achieve these goals, there are also numerous other estate planning strategies to explore.

At OC Elder Law, our experienced estate planning attorney in Brea, CA specializes in creating comprehensive estate plans tailored to our clients’ unique circumstances. We take pride in delivering the same level of guidance and legal expertise as a large firm but with a personalized touch. Our priority is to understand and fulfill our clients' needs.

OC Elder Law serves clients throughout Brea, CA. Call us at (888) 493-5088 or get in touch with us online today.

Brea Wills Lawyer

When you pass away, a will comes into effect. It's a document that determines the distribution of your money and property after your death. If you have a certified will, a judge oversees the process of distributing your assets. This process is known as probate. However, because probate can be expensive and time-consuming, many people choose to establish a trust to avoid this hassle.

Trusts Attorney in Brea, CA

A trust is a powerful legal document that allows you to bypass probate and override the state's intestacy laws. It gives you the ability to seamlessly transfer money and property to your chosen beneficiaries without interference from the court.

As the grantor, you place your assets into the trust, which can then be divided and distributed according to your specific wishes after your passing. This process involves re-titling your deeds and other accounts into the name of the trust.

While you are alive, you retain control as the trustee. However, in the event that you can no longer manage your affairs, a successor trustee of your choice will step in. Once you pass away, this successor trustee will be responsible for coordinating the division and distribution of all trust assets to your beneficiaries.

Types of trusts include the following:

  • Medi-Cal Planning Trusts
  • Tax Planning Trusts
  • Special Needs Planning Trusts
  • Asset Protection Planning Trusts
  • Veterans’ Benefit Planning Trusts

How a Brea Estate Planning Attorney Can Help You

Estate planning encompasses much more than drafting a last will and testament. Other issues that estate planning can help people tackle include:

  • Estate tax mitigation
  • Establishment of a living trust
  • Safeguarding assets from the creditors of your beneficiaries after your passing

An estate planning attorney can be especially helpful to you if you have been married more than once, are worried about estate tax issues, or have an interest in donating all or a portion of your assets to charity.

Our Brea estate planning attorney is here to assist you in developing a comprehensive estate plan tailored to your needs, including protecting your assets and fulfilling your final wishes. 

Contact Our Estate Planning Lawyer Today for a Consultation

OC Elder Law's experienced estate planning lawyer is here to help you secure your future and protect your loved ones. We understand the complexities of estate law and can create a customized plan tailored to your unique needs.

Our comprehensive services cover everything from wills and trusts to asset protection and incapacity planning. Don't leave your legacy to chance. Gain peace of mind by consulting our estate planning lawyers in Brea today.

Give us a call at (888) 493-5088 or book a free 15-minute virtual consultation to learn more about our estate planning services and how our Brea estate planning lawyer can help you.

Meet the Crew

  • Marty  Burbank Photo
    Marty Burbank Attorney
Client Reviews We're Honored to Serve

"Couldn't be happier with the outcome of my visit with him; I now feel empowered to put my living trust back on course."

- David A.

What Sets Us Apart

  • Over Three Decades of Experience & Service the Community
  • Home Visits Available for Those Who Are Unable to Travel
  • Services Available in Spanish & Korean
  • Free 30 Minute Evaluation

Start Your Journey

Contact us today for your free evaluation. We can help avoid the choppy waters of not having a plan in place for you and your loved ones.
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