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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The end product is peace of mind for me and a smooth transition for loved ones.
The entire process took a few weeks to complete, and was reasonably priced compared to several other law firms that I shopped.
Explained everything in details and available anytime I had a question.
Very nice and efficient service!
John Wong and his team were very helpful in answering our questions and also very courteous and professional.
John Wong did a great job of sitting down with me and explaining the benefits of a trust over a will.
Both my husband and I are lawyers, and John answered all our questions in an accessible but not over simplified way, ensuring we understood the consequences of each decision.
John and his team were very professional and efficient in helping my wife and I to update our trust and estate planning documents.
Spoke to John regarding a probate issue with my Deceased father.
John and his staff were incredibly patient with us as we asked countless questions and took our time to decide exactly how we wanted to craft the document.
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