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McKenzie Legal & Financial
2631 Copa De Oro Drive, Los Alamitos, California, United States
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About the McKenzie Legal & Financial
McKenzie Legal & Financial is a full-service law firm located at 2631 Copa De Oro Drive in Los Alamitos, California. Specializing in estate planning and asset protection, the institution is led by Thomas McKenzie, a highly qualified attorney and financial advisor. With over 20 years of experience, Mr. McKenzie is a member of the California State Bar, the National Academy of Elder Law Attorneys, and is accredited by the United States Veterans Administration. As a Series 7 licensed securities broker and Series 65 Investment Advisor Representative, he offers comprehensive legal and financial services to clients in Los Angeles and Orange County.
Estate planning is a crucial aspect of securing your assets and ensuring they are distributed according to your wishes. Mr. McKenzie provides transparent and personalized representation, drafting each document himself to suit your unique circumstances. With a focus on client satisfaction and cost-effective solutions, McKenzie Legal & Financial is a top-rated law firm serving Orange County and Los Angeles.
Estate planning involves complex legal processes, including probate and trust administration. Without a proper plan in place, the distribution of your property can lead to disputes and confusion. Hiring an experienced estate planning attorney is essential to avoid potential problems and ensure your assets are protected.
McKenzie Legal & Financial offers expertise in navigating the intricacies of estate planning, including the transfer of property titles, management of assets, and the creation of living trusts. By working with a trusted attorney, you can avoid common pitfalls such as default beneficiary conditions, lack of a residuary clause, and dying intestate. Regular examination and updating of your estate plan is crucial to maintaining its effectiveness and ensuring your wishes are carried out. Trust McKenzie Legal & Financial to provide you with the guidance and support needed to prepare for the future and protect your family's assets.
Photos of McKenzie Legal & Financial
2631 Copa De Oro Dr, Los Alamitos, CA 90720, United States
Opening hours of McKenzie Legal & Financial
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of McKenzie Legal & Financial
"My wife and I have been discussing about estate plan and trusts. we have 3 children and this is for sure will help secure their future. the process went very smoothlty. their lawyers in LA are veryprofessional and kind to answer all my questions."
"We have referred many of our Real Estate Clients & Friends to Thomas L. McKenzie for help creating their Trusts and financial guidance. Have heard nothing but positive feedback from them on their experiences. He's our first choice when recommending a Trust Attorney."
"My experience with Mr. McKenzie was very positive. He assisted me in resolving a very complex legal matter which had a positive financial outcome for me. I would not hesitate to recommend Mr. McKenzie to anyone. Mr. McKenzie is a caring person who takes a personal interest in his client’s issues."
"What a great experience dealing with something I had put off for years. Tom was extremely professional, yet very friendly and helpful in all aspects of our interaction. He took the time to listen, which is so important, and the finished product was exactly what I had wanted. I would highly recommend him for any of your estate needs. Thank you Tom, Rita Sullins"
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