Becoming a Client Chart Your Course with Confidence

Becoming a Client of OC Elder Law

Get Started on Your Case with Our Fullerton Elder Law Attorneys

Becoming a client at OC Elder Law is simple. Once you reach out to us – whether by phone or online – we’ll send you a confidential client information sheet, which will help us prepare for your initial meeting. We also request that you consider the topics outlined below before your first appointment.

Have questions? Want to schedule your initial consultation? Complete our online contact form or call (714) 400-2373 today.

#1: People

Who are the important people in your life? Beginning with yourself, they also likely include your loved ones: your spouse if you are married, children and grandchildren if you have any, perhaps your parents, siblings, or other relatives. Beyond these, however, “important people” also could include charities, special causes, colleges or universities, or churches to which you are committed. For some, important people could even include pets. Spend some time thinking about the impact others have had on your life. Make a list and jot notes if you like. This is where the planning process truly begins.

#2: Property

By property, we mean your assets in general. Make a list of the assets you own or control. At this point, you do not need to identify insurance policy numbers and exact dollar values. Instead, think through your assets in terms of their nature (cash, stocks, bonds, real estate, etc.); their value in thousands of dollars; and your ownership interest. Do you own assets in your name only, in joint tenancy with someone else, or through a trust agreement or some other arrangement? Be sure to include often-overlooked assets like life insurance (the death benefit, not the cash value), business interests, and any inheritance you may expect to receive.

#3: Plans

After identifying the important people in your life and your property, the next step is to consider the plans you would make for those people (including yourself) and that property in the event of your own incapacity or death.

Who would you name to make decisions for you if you could no longer do so yourself? Would the same person handle your finances and your personal and healthcare decisions? Who would care for your minor children? How would you distribute your assets to your heirs? Would you prefer to spare your heirs the potential cost and hassles of the probate process? Would you like to minimize the impact of estate taxes or maximize the impact of a charitable bequest? Is there someone in your family with special needs for whom you would like to provide? Is there someone who perhaps should not receive a great deal of (or any) money without some outside oversight?

These are just a few of the issues to consider when approaching the planning process. They are much more important than the “treasure hunt” for legal documents at this stage.

When you are ready to schedule a consultation, please call (714) 400-2373 or contact us online.

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Meet the Crew

Compassion, Experience & Integrity
  • Marty  Burbank Photo
    Marty Burbank

    Attorney

    Marty Burbank wants to live in a world where children are healthy and safe, where seniors live without fear or pain, and where veterans are cared for and respected. Marty is a featured expert in estate planning and elder law by Forbes and was recognized by the Orange County Register as one of the 100 most influential people in Orange County. He frequently speaks about seniors, our military veterans, their benefits, and the legal issues related to their care and quality of life. Marty has ...
  • Joshua  Ramirez Photo
    Joshua Ramirez

    Attorney

    Joshua D. Ramirez received his bachelor’s degree in political science from Cal State Fullerton. Josh attended Loyola Law School in Los Angeles where he obtained his Juris Doctor and his LLM in Taxation, which he obtained “with distinction.” He has a passion for elder law, as evidenced by him graduating #1 in his elder law class. Josh has a passion for the elderly and families mourning the loss of a loved one. Josh enjoys spending time with his wife and young son, spending the day at the shooting ...
  • Erlinda  Vasquez Photo
    Erlinda Vasquez

    Attorney

    Erlinda Vasquez received her bachelor’s degree in economics and political science from Loyola Marymount University. In college, Erlinda was involved in many extracurricular activities, including the Harvard Latino Leadership Initiative (LLI). As an LLI Scholar, Erlinda partnered with Harvard Kennedy School to create a community service project in Los Angeles. She later received her juris doctor from Loyola Law School where she discovered her passion for elder law. During her first year of law ...
  • Bryce  Letterman Photo
    Bryce Letterman

    Attorney

    For more than 25 years, Attorney Bryce Letterman has provided dedicated representation to clients in a wide variety of legal matters. Mr. Letterman assists clients primarily with estate planning and probate. He also has experience in several other areas, including business and civil litigation. His decades of experience in estate planning have ranged from simple wills and powers of attorney through complex planning including Medi-Cal, asset protection, and strategies to maximize the after-tax ...
  • Tessa  Gardner Photo
    Tessa Gardner

    Attorney

    Tessa Gardner received her bachelor’s degree in international business from Pepperdine University. While studying at Pepperdine, Tessa played lacrosse and developed her philanthropic purpose as a member of Alpha Phi. Tessa later went on to get her juris doctor from the University of Denver Sturm College of Law. During her time at law school, Tessa interned for the District Attorney's office in the Family Violence and Cold Case units where her passion for seniors' rights developed. Tessa then ...
  • Michael  Lawlor Photo
    Michael Lawlor

    Attorney

    Michael has practiced estate planning and trust litigation in California since 1981 except for the few years he took off to sail around the world with his wife on their boat Traveler. He attended USC for his undergraduate studies and earned his J.D. from Western State School of Law.
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OC Elder Law

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  • Over Three Decades of Experience & Service the Community
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Protect Your Treasures

Work with compassionate and experienced Estate and Elder Law attorneys who will help you plan for the unknown and protect your and your loved ones.

714-400-2373

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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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