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Placentia Estate Planners

Browse these estate planners with great ratings from Thumbtack customers in Placentia.

Top Pro
  • 4 years in business
  • 60 hires on Thumbtack
  • Top Pro on Thumbtack
Marlene I.
Verified review

Tiffany came to our house to do our estate planning. She was on time and professional and explained how it works. We would definitely recommend Tiffany to friends and family.

Top Pro
NHT Law Group, APLC
5.0
from 24 reviews
  • 19 years in business
  • 31 hires on Thumbtack
  • Top Pro on Thumbtack
Thumbtack Customer
Verified review

Working with Paul has been a phenomenal experience. I was nervous and uncertain how the Chapter 13 process would go, but Paul not only successfully handled my case, but he also explained everything to me and laid out the whole process (in a very friendly, caring, and thorough way). He knows the law inside and out, the likes and dislikes of the trustees who handle your case, and - unlike other attorneys - always quickly returned my calls and gave his undivided (and nonjudgmental) attention. Working with Paul on Chapter 13 was easier than getting my license renewed from the DMV and as seamless as ordering a package on Amazon.

Top Pro
United Tax Service
4.7
from 18 reviews
  • 11 years in business
  • 42 hires on Thumbtack
  • Top Pro on Thumbtack
Leo D.
Verified review

As a Financial Advisor I need to rely on responsible and knowledgeable professionals to help my clients. Joan Williams is one of these professionals I often refer my clients for their income tax preparations and filling.

Law Offices of Marc Grossman
4.2
from 18 reviews
  • 20 years in business
  • 38 hires on Thumbtack
James B.
Verified review

I found Mr. Grossman and his office to be very attentive to my needs cared very much about what I was going through and wanted the best for me and got the best results that I could've possibly hope for my legal needs, I would recommend him for anyone and everyone that I know that needed attorney thank you Mr. Grossman for taking care business for me

  • 6 years in business
  • 14 hires on Thumbtack
Gregory O.
Verified review

I had been emailing Angela with Solutions for weeks telling her I was expecting to receive real estate sales contracts for her review "at any time." It took nearly a month. When I did finally receive the documents, she reviewed them and gave me her opinion in less than 24 hours. Her responsiveness and professionalism was exceptional, and her fees were a small fraction of what a lawyer would have charged for the same service. I recommend Angela with Solutions wholeheartedly!

Busy Wills, Inc.
4.9
from 10 reviews
    David S.
    Verified review

    Elizabeth is extremely knowledgeable in her Estate Planning expertise, keeping costs down while showing a keen affinity for working with multicultural clients in a home setting. I feel fortunate to have Elizabeth on my financial Planning team. David Sentance CLU,CHFc

    Khristine Paustell
    5.0
    from 5 reviews
    • 2 hires on Thumbtack
    Chloe S.
    Verified review

    I met with Khristine for Financial Services about a year ago. She was very caring, and made sure that I get a good return on my money. She made sure it is the right plan that I need and reviewed them with me. She even answered my phone calls when I am confused or unsure of something. Thank you for helping me and my family and I definitely recommend her for your financial services needs.

    • 4 years in business
    • 5 hires on Thumbtack
    Scott H.
    Verified review

    Meet Lauren half way through my csse in Rancho court house.I was unhappy with results from my previous lawyer and his inability to make any forward progress in case. Lauren looked over my case and was very confident she could help me and she did.She gave me a price worked out payment plan and from the day she started on my case i started having new hope.Felony and all three original charges dropped and finalized without trial..Can't say thank you enough.

    The Shuben Group
    3.5
    from 6 reviews
    • 23 years in business
    • 15 hires on Thumbtack
    Thumbtack Customer
    Verified review

    everything went fine so far

    Hills Law Group
    5.0
    from 3 reviews
    • 3 years in business
    John S.
    Verified review

    Mr. Hills is extremely professional, courteous, and skilled. These qualities allow him to be very effective in his work, and I will certainly be requesting his services again in the future in address the changing dynamics of our estate plan.

    • 3 years in business
    Natalie P.
    Verified review

    Alyssa helped me not only with my life insurance for myself, husband, and three 3 kids, but went over estate planning with me as well. I loved that it was online, because it allowed me to take my time with my husband to really plan out what we wanted our will and trust to cover. She makes everything super easy!

    Kim C.
    Verified review

    A good lawyer to have in your corner I would highly recommend Douglas Schreiber. I have worked with him continuously over the last year and have found him to be responsive and knowledgeable. He takes the time necessary to discuss and make sure that we understand what the various options and strategies are and the pros and cons of each. He is always looking out for our best interests.

    McIntosh Law Corporation
    5.0
    from 1 review
      Deninne S.
      Verified review

      i was in a mess. my big private insurance company would not pay me what was due to me. i fought for 2 years, and did not get anywhere. then i called McIntosh Law, and they listened to me. on my first appointment with them, i walked away feeling like a load was taken off my shoulders. they had a plan, and never once did i have to call them and ask "how is it looking". they were on top of it! they told me i had a good case. i knew they were there to fight for me. i will be glad to keep the public informed on my progress. i know i am not the only one out there getting the shaft. deninne stevens

      • 1 hire on Thumbtack
      About

      I started my own practice to focus on serving people who want to guarantee that their estate plan will work when their family needs it most. People who expect things to change throughout their lifetime want a trusted advisor to guide them through those changes. Our services include: - Foundational Estate Plan (Living Trust and Ancillary Documents) - Asset Protection - IRA Inheritance Trust - Elder Law and Medi-Cal Planning - Kids' Protection Plan - Special Needs Trust - Trust Administration - Probate

      About

      Welcome to the Law Office of Roseann DeRosa. I am an estate planning and probate attorney, assisting individuals and families with conservatorship proceedings, trusts, wills, and probate administration.

      About

      Not only do I know the law well, but I also take the time to figure out what my client needs and I am able to be flexible on the price and timing. I understand that I am there to serve my client's needs and as such I really do hold their hand through the process. I am available for questions even after the service is completed. I am happy to clarify things and to really make sure that people feel good about the legal steps we are taking to resolve their situation. I get a lot of positive feedback about how my services helped improve their lives and you couldn't ask for more.

      • 12 years in business
      About

      While our attorneys each have unique backgrounds, education, and experiences, they share the common goal of providing outstanding legal counsel and unmatched professional service to individual and small business clients. Whether you are a plaintiff or a defendant, whether your case is simple or complex, and whether you are an individual or small business, we will provide personalized attention and provide you with the representation you need. Nathan Fransen, Esq. Nathan's background is in the real estate and mortgage industries. Prior to becoming an attorney, Nathan managed a branch office for a national lender and operated his own brokerage that was licensed in several states with offices throughout California. Laws relating to mortgage lending and real estate issues are complex but Nathan's background is helpful in identifying key issues and expeditiously resolving matters. Real Estate and Mortgage Brokers often consult Nathan to ensure proper compliance with the ever-changing laws affecting their business. Nathan obtained his Juris Doctorate from Chapman University School of Law in 2005 and is admitted to practice in all state and federal courts throughout California. Nathan also received a certificate in Environmental, Land Use and Real Estate from Chapman University School of Law in 2005. Paul J. Molinaro, M.D., J.D. Having been an active real estate investor and broker, Paul experienced first-hand, the good, bad, and the ugly of the real estate world. In his law practice, Paul has seen the tricks employed by unscrupulous brokers, agents, inspectors, notaries, and escrow officers. He has seen buyers and sellers play fast and loose with disclosure laws regarding home sales and rentals. He witnessed borrowers promised an affordable loan only to get get loans they can't pay, buyers buy homes with undisclosed defects, sellers back out of sales contracts without good cause, escrow companies abscond with funds, and other illegal activities. Paul takes pride in representing people and small businesses who have been victimized during real estate transactions. In addition to his experience as a broker, Paul brings over 19 years as a practicing physician in the fields of Family Medicine, Occupational Medicine, and Urgent Care Medicine into his legal practice. He provides his clients with the same high degree of loyalty and quality care given to his patients. His unique educational background and experience, covering the fields of medicine and law, are what sets Paul apart from other attorneys. Paul enjoys practicing in all areas of real estate and mortgage law, but also handles catastrophic medical malpractice matters involving birth trauma or surgical errors. Applying the team approach he learned in the medical field, Paul works closely with seasoned, experienced, and successful trial attorneys, top notch medical experts, investigators, and other personnel to fully meet the needs of his clients and provide cutting edge legal representation. Sometimes, "When you need a lawyer, you should call a doctor!"

      About

      Bankruptcy and Estate Planning Attorneys in Orange County Olenicoff & Zinser PC’s mission is to bring a more caring approach to an often daunting process. Their goal is to be a trusted resource for their clients by getting to know them and ultimately providing the best counsel for their client’s particular situation. Ultimately, their clients should be in a better, more secure place after working with Olenicoff & Zinser, PC.

      About

      Kimberly Lessing is an attorney dedicated to providing customized legal solutions to individuals, families, and businesses. Her practice areas include Estate Planning, Estate Administration, Probate, and Business Law. Ms. Lessing works with clients and their financial team to “plan, provide, and protect” their estates, businesses, and most importantly, the ones they love.

      About

      At Daneshvar Law, our attorneys focus on representing individuals in personal injury and estate planning matters. Our personal injury attorneys work closely with our clients to help resolve property damage claims and vehicle repairs, to assist in getting medical treatment fully covered and to maximize their compensation for pain and suffering.

      About

      My services include: • Real Estate and Business Law • Estate Planning • Litigation and Transactional Matters • Quiet Title • Partition • Breach of Contract • Fraud • Evictions (landlord or tenant) • Formation of LLCs and Corporations • Drafting Living Trusts and Wills, etc.

      Q & A

      Answers to commonly asked questions from the experts on Thumbtack.

      What kind of lawyer does wills?

      No one likes talking about death, but it’s better than leaving your children or siblings to sort out your estate. A clearly planned will can make the time of mourning easier for everyone. An estate attorney will develop a legal will, create trusts on your behalf, and ensure the proper execution of your estate after you pass away.  

      Family attorneys and estate attorneys, also called probate and wills attorneys, can each prepare wills. The type of lawyer best suited to prepare your will depends on your situation. Most family attorneys provide services to prepare basic wills, including bequeathing property and personal items to family or naming a guardian for minor children. However, estate attorneys specialize in preparing wills in more complex situations. Consider hiring an estate attorney if you:

      • Have a large number of assets, especially those subject to estate taxes
      • Want to create a trust, such as allowing a spouse to live in your home until he or she dies and then leaving it to your children, or set up long-term care for a beneficiary
      • Have an ownership stake in a business
      • Expect someone to contest your will
      • Want to disinherit your spouse

      How much does it cost to have a living will?

      Either a family attorney or an estate, or wills, attorney can help you prepare a living will, either as part of your general estate planning or as an individual document. The cost typically ranges from $250 to $500, depending on your attorney’s fees; some charge by the hour, while others have a flat rate for writing a living will. Some states require living wills to be notarized, which adds an average of $5 to $15. In a living will — also called an advanced healthcare directive — you specify whether you want to be kept on life support if you become terminally ill or lapse into a persistent vegetative state. You can also answer other important questions in a living will like your preferences for tube feeding, artificial hydration and pain medication in situations when you cannot communicate your wishes on your own.

      How do you find a good lawyer for wills?

      Estate planning is an important part of financial planning, so it’s important to find the right attorney to prepare your will. Although most family attorneys can put together a basic will, you may want one who specializes in wills and estate planning, especially if you have a lot of assets or a dependent to take care of. You may need an attorney who has expertise in planning and executing trusts and a background in taxes. Ask how the attorney charges; some charge by the hour, others have a set fee for writing wills, and some charge a percentage of the total value of the estate. Make a list of several potential wills attorneys to interview. Make sure you make a strong personal connection with your attorney — you need to be comfortable telling him or her personal, confidential information about your life, and you need to feel that the attorney is committed to solving any problems that may arise while writing your will. Also find out how long the attorney has practiced estate law and whether he or she has handled wills similar to yours.

      How much should an estate plan cost?

      The cost of an estate plan depends largely on the number of parts it includes and the complexity of the documents. The most basic estate plan is simply a will, but it may also include designating power of attorney or a health care proxy to another person, writing a living will, or making a HIPAA authorization. The average national cost to make an estate plan ranges from $350 to $900, but can cost much more in complicated situations. For example, an estate attorney may charge only $900 to prepare a basic will providing outright distribution — meaning that property and assets are distributed upon death. Writing a more complicated will and holding assets in trusts can cost $3,000, or more. The process of creating an estate plan generally takes two to four weeks, starting with the initial consultation with the wills attorney to identify areas of concern in order to design an estate plan that fits your goals and budget. Once an estate plan is written, the attorney meets with the clients, a notary, and two neutral witnesses to review and sign the plan and associated documents.

      Hire skilled professionals for absolutely everything.