Estate Planning Office


Santa Ana/Tustin Office
2223 E. Wellington Ave., Suite 330
Santa Ana, CA 92701
Phone: 714-973-1488
Fax: 714-242-6787

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Estate Planning

Expectations are the key to any good estate plan. We talk about your expectations and setting
expectations of your loved ones after your death through clear and concise planning.

Our office works with our clients to determine what their objectives are and to implement a plan that 
meets those objectives. We educate our clients on the process of estate planning and provide them
with tools and a road map for accomplishing their estate planning goals.

We strive to present realistic and economically-feasible solutions to estate planning challenges that
take into account the size of the estate, the nature of the assets and the family dynamics. We discuss
disability and death, special needs and retirement, business succession and family relationships.

Our estate planners work together with your tax advisors, financial advisors and other professionals
to accomplish your goals. We also have a funding department available to make ensure that your
post planning includes clear instructions and assistance with changing title to your properties and
executing appropriate beneficiary designation forms.