Orange County California
Trust Attorneys

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Estate Planning You Can Trust

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Estate Planning You Can Trust

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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.

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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.

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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.

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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.

We regularly conduct free seminars 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!

Learn more
We recently created a living trust with Holly and others among the super staff here. Holly balances expertise, clear communication, and care in a great way. She Interpreted our wants quickly and helped us craft a solution that was right for us. We recently moved to California from the Midwest, and it is great to have the right support in place for things as important as this. 5 stars. 100 stars.read more
James Bourgeois
James Bourgeois
20:16 20 Nov 17
The law offices of James Roberts did our will and trust in 2002, redid our trust in 2013, and redid our trust a third time this year. People do not realize that laws change over time and it is important to revisit your trust. This is a gift to your heirs. No one wants to pay unnecessary taxes and they can help you protect your interests. Their office explains things in great detail and helps you through every step of the process. They bring up ideas you may not have thought about. Protect your estate and take advantage of their superior services.read more
Ann Owens
Ann Owens
01:07 03 Jun 17
It was a pleasure to work with such a high quality firm. I was pleased with all aspects of my experience but especially with the quality of the employees who assisted me. Attorney Cagna Basar is terrific! She is very patient and kind. She is certainly most competent and knowledgeable and pleasant to work with. I feel truly confident with her expertise. The entire firm houses superlative personnel!read more
Anthony Ligatti
Anthony Ligatti
18:14 22 Aug 17
We worked with Holly Nabiey to establish our fathers' living trust and will. She was very knowledgeable and thorough. She took care of everything and explained what everything was and what we had to do next. She was very responsive and professional. I would recommend all my friends and family to set up a living trust/will, and go through the Law Office of James F. Roberts and ask for Holly! My family and I can rest easy now we have our fathers affairs in order.read more
Tiam N
Tiam N
03:54 13 Jun 17
We were faced with an out of the ordinary situation. We received very good advice and our problem was satisfactorily solved. We are very happy with the service we received from James. Very highly recommend them.read more
Jal Birdy
Jal Birdy
17:08 08 Aug 17
Staff is committed to giving extraordinary service and peace of mind.
Annette Bahena
Annette Bahena
17:12 10 May 18
Good experience. Have been client for about 15 years. Estate planning the best. I recommend this office.
Harriet Freer
Harriet Freer
22:17 21 Sep 18
Recently amended our Trust with James Roberts. Extremely thorough, very professional and provided clarity throughout the entire process. Overall an excellent experience.read more
Russell
Russell
16:38 30 Oct 18
Had a great experience. I would recommend to anyone. Was very pleased with the service and knowledge of the staff.
Dennis Pruden
Dennis Pruden
18:56 11 Nov 18
Had my grandpa's and grandmas trust done here.. I will be doing mine here in that future
dreamer22611
dreamer22611
20:14 01 Jan 19
Attorney Roberts is an excellent attorney to work with on getting a trust created. I really like him and his staff. I found them to be quick, reliable, and they do a good job! Thank you for all you do in the Anaheim community.read more
Jessica Richardson
Jessica Richardson
18:48 25 Jan 19
My husband and I enjoyed working with Davinda Wijemanne to restate our existing family trust and to create a separate property trust. After our initial meeting, I was able to email Davinda with additional concerns/questions and he promptly answered them. I feel that Davinda wanted us to be completely satisfied with the changes made to our family trust and I believe he was truly interested in restating our family trust for my family's best interest.read more
Joanne Sarria
Joanne Sarria
14:51 29 Jul 19
Big D and Amanda are very thorough and well educated and trained in preparing our family trust.
Bernie Miller
Bernie Miller
16:06 02 Aug 19
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Reach Us

We are located in the heart of Orange County, California.
3061 E. La Palma Ave
Anaheim, CA 92806
Phone: (714) 282-7488

Send A Message







Reach Us

We are located in the heart of Orange County, California.
3061 E. La Palma Ave
Anaheim, CA 92806
Phone: 714-282-7488

Send A Message







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