Orange County Estate Planning Lawyer

Establishing a Thorough Estate Plan & Trust

At Legacy Shield Law Firm, we understand the desire to protect your assets and to make a plan for wealth preservation. Throughout the time we have been in practice, we have earned a reputation for our professionalism in all matters and the collaborative approach we take in estate planning. Whether you have a more modest estate or a large, complex one, you can rely on us to work with you to establish your personal long-term goals. We are dedicated to listening to you carefully and coming to a full understanding of your needs. Our Orange County estate planning lawyers at our firm work to use our creativity and experience to your advantage.

Developing Sensible Solutions to Your Issues

In the estate planning process, there are many steps which need to be taken in order to ensure it is complete and concise. There are also many issues which may present themselves, such as tax matters. We can help you come up with workable solutions which meet your needs, preparing a custom plan for you and your family. If you are a high-net worth individual and have significant assets, you may require extra planning and solutions to ensure that your money goes where you intended it to.

Offering Effective Legal Guidance

Our legal team understands that every person is different and therefore your estate and trust planning needs are unique. For example, if you have a special needs family member, you may want to establish a trust on their behalf.