The 30 Best California estate planning services in Newport Beach, California

Neek Law Firm, APC is a boutique law firm located at 4590 Macarthur Boulevard in Newport Beach, California, United States. Specializing in corporate and commercial real estate matters, our team of legal experts has a proven track record in negotiating sale, purchase, and lease transactions. We also handle land entitlements, property development joint ventures, business contracts, and corporate formation and formalities. Whether you need assistance with partnerships, operating agreements, or corporate formations such as Corp, LLC, and LLP, Neek Law Firm is here to help. Visit our website to learn more about our services and how we can assist you with your legal needs.

Haddan & Zepfel LLP is a prestigious law firm located at 610 Newport Center Drive in Newport Beach, California. With a strong reputation for excellence and dedication to their clients, the firm specializes in a wide range of legal services including business law, real estate law, and estate planning. Their team of experienced attorneys are committed to providing personalized and effective legal solutions to meet the unique needs of each client. Whether you are a business owner, real estate investor, or individual seeking estate planning advice, Haddan & Zepfel LLP is here to help you navigate the complexities of the legal system with confidence and peace of mind.

Hoover Law Office is a reputable legal institution located at 2435 East Coast Highway in Newport Beach, California. With a team of experienced and skilled attorneys, we provide comprehensive legal services to our clients in various areas of law including family law, estate planning, business law, and more. Our dedication to our clients and commitment to achieving the best possible outcomes sets us apart from other law firms in the area. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Hoover Law Office is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Guerin Law Firm, located at 1500 Quail Street in Newport Beach, California, offers litigation and transactional services for individuals and businesses. With a focus on business, probate, commercial, and real estate litigation, as well as business and real estate transactions, our dedicated attorneys strive to exceed client expectations and protect their interests. Whether handling collection matters, construction cases, serious injury cases, or financial services matters, our team works diligently to provide quality legal services. From documenting real estate transactions to preparing corporate formation and estate planning documentation, The Guerin Law Firm is committed to achieving the best results for our clients. Contact us at (949) 520-1803 for more information. Please note that using this website does not establish an attorney/client relationship.

Phelps Law Group is a reputable legal institution located at 23 Corporate Plaza Drive in Newport Beach, California. With a team of experienced attorneys, we specialize in a wide range of legal services including corporate law, real estate law, family law, and estate planning. Our dedicated team is committed to providing high-quality legal representation and personalized attention to each client. Contact us today for expert legal advice and representation.

Sainick Law, Inc. is a reputable law firm located at 190 Newport Center Drive in Newport Beach, California. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to clients across the United States. Whether you are in need of legal advice, representation in court, or assistance with contracts and agreements, Sainick Law, Inc. is committed to delivering exceptional results. With a strong focus on integrity and professionalism, this institution is a trusted partner for all your legal needs.

The Law Offices of Craig Redler, located at 333 Bayside Drive in Newport Beach, California, offers comprehensive estate planning and asset protection services to help individuals and businesses safeguard their assets and secure their financial future. With over twenty years of experience in estate planning, Attorney Craig Redler specializes in developing personalized strategies to manage and mitigate potential litigation risks. By creating a customized estate plan, you can ensure that your loved ones are protected and that your financial wishes are carried out in the event of disability or death. In addition to traditional estate planning services, Craig Redler also offers asset protection planning to help safeguard your assets from potential lawsuits, claims, and other unforeseen events. By taking proactive steps to protect your assets, you can minimize the risk of losing your hard-earned property in a ruinous lawsuit. With a focus on personalized service and tailored solutions, Craig Redler works closely with clients to develop comprehensive estate, tax, and financial plans that meet their individual needs and goals.

Fasel Law is a prestigious finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Our team of highly skilled attorneys specializes in providing expert legal advice and representation in various financial matters. With a strong reputation for excellence and a commitment to client satisfaction, Fasel Law is dedicated to helping individuals and businesses navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can assist you with your financial legal needs.

Kaedian LLP is a leading financial services institution located at 895 Dove Street in Newport Beach, California, United States. Our team of experienced professionals provides a wide range of services including investment management, financial planning, and retirement planning. We are dedicated to helping our clients achieve their financial goals and secure their financial futures. With a commitment to excellence and personalized service, Kaedian LLP is a trusted partner for individuals and businesses seeking financial guidance and expertise.

SGVB LAW is a prestigious law firm located at 3501 Jamboree Road in Newport Beach, California. Our team of experienced and dedicated lawyers specialize in a wide range of legal services, including business law, real estate law, family law, and more. With a commitment to excellence and a track record of success, SGVB LAW is the go-to choice for individuals and businesses seeking top-notch legal representation. Trust us to advocate for your rights and provide expert guidance through even the most complex legal matters. Contact us today to schedule a consultation and see how we can help you achieve your legal goals.

EJD Law Group, APC is a reputable law firm located at 4000 Macarthur Boulevard in Newport Beach, California. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with personal injury cases, business law, real estate law, or estate planning, our skilled attorneys are here to help. With a commitment to excellence and client satisfaction, EJD Law Group, APC is your trusted partner in navigating the complexities of the legal system.

The Law Offices of Michael S. Harms, located at 2660 East Coast Highway in Newport Beach, California, offers a range of services in accounting, finance, and law. Specializing in Estate Planning, Trust Administration, Trust Litigation, and Probate, Michael S. Harms is a licensed attorney and C.P.A. in the State of California with a masters of taxation degree from NYU School of Law. With memberships in prestigious professional organizations such as The American Bar Association and The State Bar of California, Mr. Harms has extensive experience in preparing estate plans and representing clients in trust litigation and probates throughout California. Offering free one-hour consultations, the firm emphasizes the importance of estate planning for individuals of all ages and asset levels. With a focus on preserving hard-earned assets and minimizing costs, the Law Offices of Michael S. Harms provides comprehensive estate planning services including Living Trusts, Wills, Powers of Attorney, and Advanced Directives. The firm also guides clients through the process of transferring assets into their Living Trusts and offers assistance with amendments and successor trustee responsibilities. For personalized and professional estate planning services in California, contact the Law Offices of Michael S. Harms.

Berus Law Group is a reputable institution located at 450 Newport Center Drive in Newport Beach, California. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, financial management, or legal representation, Berus Law Group is here to guide you every step of the way. Trust us to handle your financial and legal matters with expertise and professionalism.

The Law Offices of Thomas E. Martin, APC, located at 14722 Plaza Drive in Tustin, California, is a trusted institution specializing in legal services. With over 30 years of experience, Thomas E. Martin offers personalized attention to each client, ensuring that they receive the highest quality representation. Whether you have been involved in a traumatic event or are facing a complex legal issue, Thomas E. Martin is dedicated to helping you navigate the legal process with ease. If he is unable to assist you, he has a vast network of qualified lawyers who can provide the support you need. Contact the Law Offices of Thomas E. Martin, APC, for a quick and honest evaluation of your case. Visit their office at 20162 SW Birch Street, Suite 300 in Newport Beach, CA 92660, and let them help put the pieces together for you. Remember, you are not alone in this journey.

Holstrom, Block & Parke, APLC is a reputable law firm located at 380 South Melrose Drive in Vista, California. With additional locations in Corona, Newport Beach, Temecula Valley, Riverside, and San Diego, we are dedicated to serving and protecting your interests with fast and effective solutions. Our team includes Certified Family Law Specialists recognized by the California State Board of Legal Specialization, offering expertise in areas such as divorce, child custody, child support, high asset divorce, family law mediation, collaborative divorce, domestic violence, estate planning, probate, wills, trusts, and appellate law. Trust us to provide quality legal services at all of our convenient locations.

Pence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.

SageVest Financial Advisors is a leading finance institution located at 4695 Macarthur Court in Newport Beach, California, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, SageVest is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and start building a brighter financial future.

Broadway Advisors LLC is a reputable financial advisory firm located in Newport Beach, California. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experts are here to assist you every step of the way. Visit us at 511 30th Street to learn more about how Broadway Advisors LLC can help you secure your financial future.

Noble Financial Advisors is a reputable finance institution located at 4299 Macarthur Boulevard in Newport Beach, California, United States. With a team of experienced financial experts, Noble Financial Advisors provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Noble Financial Advisors offers tailored solutions to meet your needs. Trustworthy, knowledgeable, and dedicated, Noble Financial Advisors is committed to helping you make informed financial decisions and achieve long-term success.

iking, and spending time with her family and friends. She currently resides in Newport Beach, California. Beacon Pointe Advisors is a leading financial institution in Newport Beach, California, offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. Our team of experienced investment advisors and financial planners focus on providing comprehensive financial planning and research-based investments to help individuals, families, institutions, and defined contribution plans achieve their financial goals. Located at 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA, Beacon Pointe is committed to serving as fiduciaries to our clients, ensuring that their best interests are always the top priority. Our allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, and more.

Ocean Heights Advisors, LLC is a reputable finance institution located at 660 Newport Center Drive in Newport Beach, California. Specializing in providing expert financial advice and services, Ocean Heights Advisors, LLC is committed to helping clients navigate the complexities of the financial world and achieve their financial goals. With a team of experienced professionals, they offer personalized financial solutions tailored to meet the unique needs of each client. Trust Ocean Heights Advisors, LLC to provide reliable and comprehensive financial guidance to help you secure a prosperous future.

Finland Financial is a reputable finance institution located at 23 Corporate Plaza Drive in Newport Beach, California. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, wealth management, and more. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. At Finland Financial, we prioritize personalized service and tailor our solutions to meet the unique needs of each client. Trust us to be your partner in financial success.

Wells Fargo Advisors is a leading financial institution located at 520 Newport Center Drive in Newport Beach, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Wells Fargo Advisors is dedicated to helping you succeed.

Stephen Shin - RBC Wealth Management Financial Advisor is a leading financial institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted advisor, Stephen Shin provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and wealth preservation, Stephen Shin offers expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or building a diversified investment portfolio, Stephen Shin - RBC Wealth Management Financial Advisor is dedicated to helping you make informed decisions and navigate the complexities of the financial markets.

Mercer Advisors Wealth Management, located at 620 Newport Center Drive in Newport Beach, California, offers a unique approach to wealth management. They understand the hard work and dedication it takes to build success, and they are here to help you continue to grow and protect your wealth. Unlike other firms, Mercer Advisors believes in a comprehensive approach to financial planning, including investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors, including Tracy O. Jackson, James, Rudy, Erik, Iggy, and Colton, are dedicated to helping you connect all the dots of your financial life. With expertise in various areas of finance, they work together to provide personalized solutions that align with your goals and values. Whether you are a high-net-worth individual, a business owner, or a healthcare professional, Mercer Advisors can help you navigate your financial journey and enjoy the fruits of your labor.

Bank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.

Revolution Financial Management is a premier finance institution located at 3300 Irvine Avenue in Newport Beach, California. Our team of experienced financial experts is dedicated to providing top-notch financial management services to our clients. Whether you need assistance with investment planning, retirement strategies, or wealth management, we are here to help you navigate the complexities of the financial world. Trust Revolution Financial Management to help you achieve your financial goals and secure your future.

Charles Schwab is a well-known finance institution located at 16 Corporate Plaza Drive in Newport Beach, California, United States. With a reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. Whether you are a seasoned investor or just starting out, Charles Schwab's team of experienced professionals are dedicated to helping you navigate the complexities of the financial world and make informed decisions. Trust in Charles Schwab to be your partner in building a secure financial future.

Martin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.

Ryan Morrissey - Morgan Stanley is a renowned finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. With a strong reputation for excellence and expertise in the financial industry, Ryan Morrissey - Morgan Stanley offers a wide range of financial services to individuals and businesses. From investment planning to wealth management, their team of professionals is dedicated to helping clients achieve their financial goals. Trustworthy and reliable, Ryan Morrissey - Morgan Stanley is a top choice for those seeking expert financial guidance.