Whether you are considering creating a new estate plan (i.e. living trust, will and powers of attorney), modifying an existing estate plan, or have recently lost a loved one, the attorneys at the Law Office of James F. Roberts & Associates, APC, can gently walk you through each step of the planning and administration process. Over the last 30 years, our firm has had the pleasure of assisting over 8,000 clients with their estate planning needs. As a result, we have acquired an abundance of experience in building personalized estate plans with living trusts, wills, medical directives, durable financial powers of attorney, and other critical documents designed to protect clients, their families and their assets. We also guide clients through the trust administration process when they are named as successor trustee to help ensure protection from personal liability while properly carrying out their loved one’s wishes.

For a more in-depth look at how we can address your estate planning objectives, please click here, or take advantage of our complimentary, user-friendly resources listed below to find out how proper estate planning can safeguard your wealth, protect yourself during incapacity, protect family members, and most importantly, provide peace of mind.

“The 10 Things you Must Know Before Creating (or Amending) Your Will or Trust” [Pamphlet]“Understanding the Revocable Living Trust: Explained so That Anyone can Understand in 8 Minutes” [DVD]Please contact our Orange County estate planning attorneys for help with your trust or will needs — our central focus is on creating custom estate plans that are tailored to your specific situation.
If you have concerns about a will, living trust, or estate plan, please contact one of our knowledgeable attorneys. You may reach us by calling (714) 459-5481 or by filling out an online contact form.

Our clients come to us from Orange County, California, and the surrounding areas for help with their estate planning needs, including the cities of Anaheim, Orange, Villa Park, Yorba Linda, Fullerton, Anaheim Hills, Fountain Valley, Huntington Beach, Placentia, Santa Ana, Irvine, Lake Forest, and La Habra.