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Orange County California

Trust Attorneys

Estate Planning You Can Trust

Learn MoreContact Us

Estate Planning You Can Trust

Learn MoreContact Us

Estate Planning You Can Trust

Learn MoreContact Us

Avvo Client's Choice 2017 for Estate PlanningAvvo Rating: Superb - Top Attorney Estate Planning30th anniversarySuperLawyers 2018SuperLawyers RisingStarsBBB Seal

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.

Happy

41st

Anniversary

Law Office of James F. Roberts and AssociatesHappy 41st anniversary to Jim Roberts, founder of one of the premiere estate planning law firms in Orange County. Creating your trust since 1981.
 

March 16, 2022

Happy

41st

Anniversary

Law Office of James F. Roberts and AssociatesHappy 41st anniversary to Jim Roberts, founder of one of the premiere estate planning law firms in Orange County. Creating your trust since 1981.
 

March 16, 2022

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.

common pot trust

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.

Send A Quick Message

Got a question about Estate Planning? We’d love to hear from you!






 

Nancy SavageNancy Savage
13:49 14 Jul 22
All the team at James F. Roberts and Associates and friendly and helpful. I worked with Holly several times in association with updating my trust. She is very kind and knowledgeable and willing to take the time to explain options I had within the trust. Holly made sure that I understood the changes and was willing to answer any questions I had regarding the terms of the trust and other documents associated with the trust. I would highly recommend James Roberts & Associates.
Quan DangQuan Dang
12:28 15 Jun 22
My siblings and I inherited my parents' home and we are very thankful to Holly for her diligent and professional work in the inheritance process. She made it very easy and painless. Thank you again Holly!
Elle LuceElle Luce
02:08 02 Jun 22
My husband and I worked with Holly and Ana to establish our trust and they were wonderful to work with. Holly explained everything in detail and gave us insight to help make the best decisions for our family. They helped make it easy to schedule and complete all paperwork in a timely manner. It has been a good experience working with the whole team.
Patricia EvansPatricia Evans
15:26 23 Apr 21
Very good service. I would recommend.
Betty MartBetty Mart
12:13 13 Jun 20
Maria is knowledgeable, patient, understanding, and very efficient! She was always available for questions/requests by phone and email. During a very challenging time she guided me through the process and made me feel at ease.
Melissa SMelissa S
00:49 05 Mar 20
Amazing service. We got our family trust completed with Davinda Wijemanne. He took his time with us and explained everything and made sure the trust read as we wanted it. I will definitely use them from here forward.
Tina LeeTina Lee
01:41 18 Feb 20
All paperwork, signatures, and details for our Trust were handled with careful thought and meticulous attention to every detail and concern. Special thanks to Davinda Wijemanne who was respectful, professional, and followed through with every request.
Josie GomezJosie Gomez
16:54 17 Dec 19
Everyone at the office was very nice and made me feel comfortable when I went. I was very nervous and they made me feel at ease. They answered all my questions. I will recommend them to my friends.
Bo ZhuangBo Zhuang
20:28 25 Oct 19
First, it’s Very impressed when we walked into office, clean and professional looking. Our estate planner Davinda is very knowledgeable about estate plans and carefully listened to our special needs. Gave us different suggestions. Even after the work done he still answered our questions though email or phone . We strongly suggest for whom are looking for creating an estate plan with special needs trust! We already suggested our friends to him who met him shortly after. Good job, Davinda! Thanks!
katcleansteeth2010 .katcleansteeth2010 .
17:08 28 Sep 19
What an experience! Everyone here was so professional and personable. Davinda knew how to explain things in a way we could understand, and Amanda's notary skills were something of legend 😉 We would recommend their services to anyone!
Bernie MillerBernie Miller
16:06 02 Aug 19
Big D and Amanda are very thorough and well educated and trained in preparing our family trust.
Joanne SarriaJoanne Sarria
14:51 29 Jul 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.
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Estate Planning Seminars

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!

Learn more

Reach Us

We are located in the heart of Orange County, California.

3061 E. La Palma Ave
Anaheim, CA 92806
Phone: (714) 282-7488

The Law Office of James F. Roberts

3061 E. La Palma Ave
Anaheim, CA 92806

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