CREATE
a Will or Trust
Making a Will or Trust can help you protect your family and provide for your future. We are here to help you make sure your estate plan meets your needs.
CHANGE
my Estate Plan
Updating your estate plan is an important part of making sure that you all your information are up to date and you are keeping up with any changing needs for your family.
ADMINISTER
an Estate Plan
The trust administration process can be confusing and overwhelming at times. We have assisted over a 1,000 successor trustees with implementing their loved ones Living Trust. We are here to answer your questions and guide you through the process.
Orange County Estate Planning and Living Trust Law Firm in California
Welcome to the Law Office of James F. Roberts & Associates, APC, an established estate planning firm located in the heart of Orange County for over three decades now. Before we share information on how we can help with your estate planning needs, let’s take a moment to reflect on why you are visiting our site today:
- Are you concerned because you don’t have a will or trust to protect your family, property or other assets?
- Do you believe that your current will or trust needs to be updated?
- Are you the executor or trustee of a loved one’s estate and feel like you need some guidance?
continue reading ↓
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.
Orange County Estate Planning and Living Trust Law Firm in California
Welcome to the Law Office of James F. Roberts & Associates, APC, an established estate planning firm located in the heart of Orange County for over three decades now. Before we share information on how we can help with your estate planning needs, let’s take a moment to reflect on why you are visiting our site today:
- Are you concerned because you don’t have a will or trust to protect your family, property or other assets?
- Do you believe that your current will or trust needs to be updated?
- Are you the executor or trustee of a loved one’s estate and feel like you need some guidance?
continue reading ↓
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.
Every month, we conduct a free seminar designed to teach about the benefits of creating an estate plan. The seminars are held on-site at our Anaheim office inside of our “classroom”.
We offer light snacks and refreshments to the attendees and the group is often small and intimate, which allows for questions to be asked comfortably and for a very relaxed environment.
Please encourage your loved ones to attend the seminar so that they may learn more about the estate planning process and benefits. We look forward to seeing your family, friends, colleagues and neighbors!
Sign Up For Free Seminar
Every month, we conduct a free seminar designed to teach about the benefits of creating an estate plan. The seminars are held on-site at our Anaheim office inside of our “classroom”.
We offer light snacks and refreshments to the attendees and the group is often small and intimate, which allows for questions to be asked comfortably and for a very relaxed environment.
Please encourage your loved ones to attend the seminar so that they may learn more about the estate planning process and benefits. We look forward to seeing your family, friends, colleagues and neighbors!
Reach Us
We are located in the heart of Orange County, California.
Anaheim, CA 92806
Send A Message
Reach Us
We are located in the heart of Orange County, California.
Anaheim, CA 92806
Send A Message