Estate Planning

Estate Planning

Proper estate planning is an important component of your financial plan, as it can help your loved ones avoid an expensive, time-consuming process after you pass away.

Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes.

At OC Legal Service, creating your estate plan is easier than you think. With over 7 years of Estate Planning experience, we have prepared hundreds of Estate Plans, offering the package listed below. 

If you have any questions about our Estate Planning package, do not hesitate to reach out to us 714-209-8500. Our legal staff is licensed, registered, and bonded to practice in the State of California.

HUSBAND & WIFE ESTATE PLANNING PACKAGE INCLUDES:
  1. Revocable Living Trust
  2. Two (2) Wills
  3. Two (2) Advanced Health Care Directives
  4. Two (2) Durable Power of Attorney’s
  5. PCOR (Preliminary Change of Ownership)
  6. Certification of Trust
  7. Grant Deed Prepared for One (1) property (Additional Fees apply for more properties)
SINGLE ESTATE PLANNING PACKAGE INCLUDES:
  1. Revocable Living Trust
  2. One (1) Will
  3. One (1) Advanced Health Care Directive
  4. One (1) Durable Power of Attorney
  5. PCOR (Preliminary Change of Ownership)
  6. Certification of Trust
  7. Grant Deed Prepared for One (1) property (Additional Fees apply for more properties)

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