OC Wills and Trust Attorneys

Great Experience both Starting from Barb and Emilie and Brian were awesome, every thing was well organized and executed very professionally. Barb helped us getting the appointments and too care of pre-requisites. On our first meeting we met Emilie and he waked us through the complete estate planning process and answered all our questions and helped us get ready. On our second meeting, we met Brian and every thing was ready for us to sign and complete the process of estate planning. Thank you Brian and Emilie and Barb for your help!
5 7 years ago (04-06-2018)

Estate Planning is one of those things in life that we don't necessarily look forward to completing and many, including myself put it off until later in life when we have families and assets. If you want to help your loved ones to avoid extra costs and avoid probate court, it is something definitely worth considering. Brian and his team make this experience much easier with his warm and helpful personality. Brian has been practicing Estate Planning for years and his expertise and knowledge in this area is very reassuring. He is thorough and can quickly analyze your portfolio and guide you through the process. Brian is excellent at asking the right questions and providing his insight to assist you with some of the important financial and medical decisions in your will and trust. Brian's team is friendly, efficient and are excellent in communicating their progress. Brian's Estate Planning prices are fair considering his expertise and piece of mind that his practice provides. You might find someone for just a little less money, but be sure to give Brian a call before you make a final decision on something important as your Estate Planning.
5 9 years ago (19-12-2016)

Brian was very helpful in getting our trust up to date.
5 8 years ago (17-10-2017)

Very professional firm. Ellie made everything so easy!!!
5 8 years ago (20-09-2017)

Highly Recommend
5 7 years ago (04-06-2018)