Modern Wealth Law
An estate plan refers to the management of your estate. Estate planning may name certain people to be in charge of financial and medical decisions and guardians for minor children and it may also direct the distribution of your estate, either before or after your death. Generally, when an Orange County estate planning attorney at Modern Wealth Law prepares an estate plan for you, it will consist of the following documents: 1) Trust; 2) Will; 3) Durable Power of Attorney; 4) Advance Health Care Directive; 5) Trust Certification; and 6) Other Ancillary Documents. These documents are referred to as your estate plan. Each estate plan is prepared pursuant to the laws of the Federal Tax Code, California Probate Code and relevant county laws (e.g. Orange County, Los Angeles County, etc. ).
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Sentiment Analysis
She made the mundane interesting and was extremely thoughtful and attentive to our situation.
She makes sure to take the time to answer all questions and has developed a process for establishing a trust that is user friendly.
Outstanding service from a very knowledgeable firm.
He was well informed on current laws and was able to guide me through the process of setting up my first living trust to protect myself and loved ones.
Tiffany explained all questions thoroughly and patiently, with her tax attorney background she answered all my questions; she was so detail oriented that she caught mistakes on one of our real estate Grand Deed.
Joyce and I just wanted to take a moment to express our gratitude to you and your team at Modern Wealth Law APLC for the incredible service you provided in completing our estate plan
We have nothing to compare it to because this was the first time doing a “Trust” but she came highly recommended.
She took the time to explain the different types of trusts we can establish and answered all of our questions we had.
Not only were they knowledgeable and professional, they took the time to answer all of our questions and educate us on the process.
John explained everything clearly, followed up throughout the process, and was very pleasant to work with.
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