Estate Planning Attorneys in Santa Ana, CA

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List of Firms

Top Santa Ana, CA Estate Planning Law Firms

Law Offices of Roshni T. Desai
5 out of 5
Location 1913 17th St #116, Santa Ana, CA 92705, USA
Phone (714) 694-1200
Language https://www.lortd.com/
Directions
Law Offices of Ernest J. Kim
5 out of 5
Location 17541 17th St #100, Tustin, CA 92780, USA
Phone (949) 975-1870
Language http://kimlawfirm.com
Directions
Law Office of Atty Douglas Borthwick
5 out of 5
Location 1800 N Broadway #200, Santa Ana, CA 92706, USA
Phone (714) 654-6742
Language http://www.borthwicklawyer.com/
Directions
Merhab Robinson & Clarkson, Law Corporation
5 out of 5
Location 1551 N Tustin Ave #1020, Santa Ana, CA 92705, USA
Phone (714) 972-2333
Language https://www.mrclawcorp.com/
Directions
Martinez Law Office, Inc.
5 out of 5
Location 1 MacArthur Pl Ste 200, Santa Ana, CA 92707, USA
Phone (949) 586-0123
Language https://martinezlawoffice.com/?utm_source=google-local&utm_medium=organic&utm_campaign=983
Directions
Law Office of Peter Holzer
4 out of 5
Location 250 N Golden Cir Dr, Santa Ana, CA 92705, USA
Phone (714) 731-0900
Language http://attorneyholzer.com/
Directions
The Law Offices of Mark S. Martinez
5 out of 5
Location 600 W Santa Ana Blvd SUITE 925, Santa Ana, CA 92701, USA
Phone (714) 442-9741
Language https://martinez-law-center.business.site/?utm_source=gmb&utm_medium=referral
Directions
Law Office of Michael R. Weinstein, APC
3 out of 5
Location 901 W Civic Center Dr Suite 200, Santa Ana, CA 92703, USA
Phone (714) 200-2972
Language https://www.weinsteinprobate.com/
Directions
N.M Law, APC | Probate | Estate Planning & Litigation
5 out of 5
Location 15147 Woodlawn Ave, Tustin, CA 92780, USA
Phone (949) 253-0000
Language https://nmlawattorneys.com/
Directions
Ansari & Associates Law Office
5 out of 5
Location 505 N Tustin Ave Suite 154, Santa Ana, CA 92705, USA
Phone (714) 505-0388
Language http://www.ansarilawoffice.com/
Directions
The Estate Planning Law Firm
5 out of 5
Location 505 N Tustin Ave Suite 103, Santa Ana, CA 92705, USA
Phone (714) 805-9229
Language http://www.theestateplanninglawfirm.com/
Directions
Jafari Law APC
5 out of 5
Location 3311 W MacArthur Blvd, Santa Ana, CA 92704, USA
Phone (714) 546-4600
Language http://www.jafarilawapc.com/
Directions
SOUTHERN CALIFORNIA LAW ADVOCATES P.C.
5 out of 5
Location 1801 Parkcourt Pl # F202, Santa Ana, CA 92701, USA
Phone (714) 872-8187
Language https://www.socaladvocates.com/
Directions
Max Alavi APC, OC Trusts Lawyer
5 out of 5
Location 206 W 4th St 3rd floor, Santa Ana, CA 92701, USA
Phone (949) 706-1919
Language https://www.octrustslawyer.com/locations/santa-ana/
Directions
Ovando Bowen, LLP
5 out of 5
Location 1800 E Garry Ave, Santa Ana, CA 92705, USA
Phone (949) 490-4884
Language http://www.ovandobowen.com/
Directions
The Law Offices of Steven F. Schroeder
5 out of 5
Location 2632, 2107 N Broadway STE 204, Santa Ana, CA 92706, USA
Phone (714) 480-0529
Language http://www.schroederesq.com/
Directions
Estate Planning Lawyers in Santa Ana, CA

Where Estate Planners in Santa Ana, CA Serve

Santa Ana, CA is a vibrant city located in Orange County, known for its rich history and diverse culture. This bustling metropolis is home to a plethora of landmarks, including the Bowers Museum, the Santa Ana Zoo, and the Discovery Cube Science Center. The city is also home to a variety of top employers, including First American Financial Corporation, Ingram Micro, and Orange County's largest employer, the County of Orange. Major highways such as the 5, 55, and 22 run through the city, providing easy access to neighboring cities and attractions. The city is divided into several distinct neighborhoods, each with its own unique character and charm. From the historic French Park neighborhood to the trendy Downtown Santa Ana Arts District, there is something for everyone in this bustling city.

Financial Services Related to Estate Planning in Santa Ana, CA

Banks and Credit Unions

Residents of Santa Ana, CA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to individuals who are looking to purchase a home or start a business. This is particularly important in Santa Ana, where the cost of living is high, and many people struggle to afford basic necessities. Additionally, banks can offer financial education programs to help residents manage their money effectively and avoid falling into debt. This is especially relevant in Santa Ana, where many households are low-income and may have limited experience with financial planning. Lastly, banks can provide access to credit, which can be crucial for residents who need to pay for unexpected expenses or emergencies. Overall, a bank can be a valuable resource for Santa Ana residents looking to improve their financial well-being and achieve their long-term goals.

Insurance Broker

Residents of Santa Ana, CA can benefit from the services of an insurance broker in many ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their needs. This is especially important in Santa Ana, where the population is diverse and includes many low-income families who may not have access to the same resources as those in wealthier areas. Additionally, an insurance broker can help residents understand the specific risks they face in Santa Ana, such as earthquakes, wildfires, and floods, and recommend policies that provide adequate protection. Finally, an insurance broker can help residents save money by identifying discounts and bundling policies to reduce costs. Overall, working with an insurance broker can provide peace of mind and financial security for residents of Santa Ana.

Retirement Planning

Residents of Santa Ana, CA could benefit greatly from the services of a retirement planner. With a large Hispanic population and a high poverty rate, many Santa Ana residents may not have access to the resources or knowledge needed to plan for a secure retirement. A retirement planner can help residents navigate the complex world of retirement savings and investments, ensuring they are on track to meet their financial goals and maintain a comfortable standard of living in their later years. Additionally, with the city's high cost of living and limited job opportunities, a retirement planner can help residents make the most of their income and maximize their savings potential. Overall, a retirement planner can provide valuable guidance and support to Santa Ana residents looking to secure their financial future.

Wealth Management

Residents of Santa Ana, CA could benefit from a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With the cost of living in Santa Ana being higher than the national average, many residents may struggle to save enough for retirement. A wealth manager can help residents create a personalized plan to save for retirement and invest their money wisely. Additionally, Santa Ana has a large Hispanic population, and a wealth manager who is bilingual and familiar with the cultural nuances of this community could be especially helpful in providing financial guidance and education. Overall, a wealth manager can provide valuable support and expertise to help Santa Ana residents achieve their financial goals.

Financial Advisor

Residents of Santa Ana, CA can benefit from the expertise of a financial advisor in several ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic challenges faced by the city. Santa Ana has a high poverty rate, with over 20% of its residents living below the poverty line. A financial advisor can help residents navigate this challenging economic landscape and develop strategies to save money, reduce debt, and invest for the future. Additionally, a financial advisor can provide guidance on retirement planning, estate planning, and tax optimization, all of which are important considerations for Santa Ana residents looking to secure their financial future. With the help of a financial advisor, residents of Santa Ana can take control of their finances and build a brighter future for themselves and their families.

Mortgage Loan Officer

Residents of Santa Ana, CA can benefit from the services of a mortgage loan officer in a variety of ways. For instance, a mortgage loan officer can help residents secure a mortgage loan to purchase a home in Santa Ana, which has a median home value of $548,000. Additionally, a mortgage loan officer can assist residents in refinancing their existing mortgage to take advantage of lower interest rates or to access their home's equity. With Santa Ana's diverse population and thriving economy, a mortgage loan officer can provide tailored advice and solutions to meet the unique needs of each resident. Whether you are a first-time homebuyer or a seasoned homeowner, a mortgage loan officer can help you navigate the complex world of mortgage lending and achieve your financial goals.

Tax Services

Residents of Santa Ana, CA can benefit from the services of a tax advisor in a variety of ways. With the city's diverse population and thriving small business community, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their unique situations. For example, a tax advisor can help small business owners in Santa Ana understand their tax obligations, including sales tax and payroll taxes. Additionally, Santa Ana has a large Hispanic population, and a tax advisor who is fluent in Spanish can help these residents understand the tax implications of their financial decisions. Overall, a tax advisor can provide valuable guidance and support to residents of Santa Ana, helping them make informed decisions and minimize their tax liability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Santa Ana, CA can provide a wide range of services to help individuals and families plan for the future. From drafting wills and trusts to creating powers of attorney and healthcare directives, these attorneys can help clients ensure that their wishes are carried out after they pass away or become incapacitated. One unique aspect of estate planning in Santa Ana is the city's diverse population, which includes many individuals with ties to the Latino community. As a result, estate planning attorneys in Santa Ana may need to be familiar with cultural nuances and customs that can affect how assets are distributed and other important decisions are made. Additionally, attorneys may need to navigate complex legal issues related to property ownership and inheritance rights, particularly in cases where multiple generations or branches of a family are involved. Despite these challenges, estate planning attorneys in Santa Ana are committed to providing compassionate, effective legal guidance to help clients achieve their goals and protect their loved ones.

Santa Ana, CA is the ideal location to find an estate planning lawyer due to its diverse and highly skilled legal community. With a population of over 300,000, Santa Ana houses some of the most experienced and knowledgeable attorneys in the state of California. The city boasts a rich history of legal excellence, with a number of prestigious law firms and legal organizations calling Santa Ana home. Additionally, Santa Ana's proximity to major metropolitan areas such as Los Angeles and San Diego provides access to a vast network of legal resources and expertise. Whether you are in need of a simple will or a complex trust, Santa Ana's legal community offers a range of services to suit your needs. With its exceptional legal talent and resources, Santa Ana is the clear choice for anyone seeking an estate planning lawyer.