Our Estate Planning Process

At OC Wills and Trust Attorneys, we know how busy life can be.  While you understand that your family probably needs an estate plan at some point, you are busy trying to balance family responsibilities, your children’s extracurricular activities, and work.  Estate planning gets pushed to the bottom of your To Do list.

We want to change that by making the Estate Planning Process as convenient for you as possible. OC Wills and Trust Attorneys is estate planning, simplified.  

 Our comprehensive process consists of two meetings.

Initial Complimentary Meeting

During the initial meeting, we first spend some time getting to know you and your goals.  You will meet with our attorneys and discuss your objectives, and we will guide you through your estate planning process.   Prior to the initial appointment, we also send you a Client Information Form to complete and bring to the initial meeting.  This allows us to better assess your specific needs during the initial meeting, so that we can develop a customized estate plan for you.  We also discuss the range of fees on our trust packages so there are no hidden costs. 

Second Meeting

At the second meeting, we will review your estate plan with you to ensure that you leave the meeting with a thorough understanding of your plan.  Your estate plan will be signed and  notarized, and we will provide you with your estate planning documents.  Finally, we will guide you through the important process of funding your trust. Please be prepared to allot an hour and a half for this meeting.  

The Next Step

We know that life often gets in the way, and after you leave our offices, you may need reminders and guidance on how to maintain your estate plan now that it is drafted.  Once you become our client, we like to think of your estate plan as not just a single transaction that you checked off your list.  We are always available to answer any questions you may have about your estate plan, free of charge.  We also send periodic check-ups through our firm’s newsletter to keep you informed of circumstances that may require changes to your trust, recent developments in the law, and important issues affecting your family and your finances.   



© 2018 OC Wills and Trust Attorneys | Disclaimer/Privacy Notice
15615 Alton Parkway, Suite 450, Irvine, CA 92618
| Phone: 949.445.1391
26050 Acero, Suite 306, Mission Viejo, CA 92691
| Phone: 949.445.1391

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