TOP 30 Best Estate planning services in Orange, California

Dentist Downey - Orange Estates Dental is a premier dental institution located at 10917 Paramount Boulevard in Downey, California. Our dedicated team of dental professionals is committed to providing top-quality dental care in a comfortable and friendly environment. From routine cleanings to advanced procedures, we offer a wide range of services to meet all of your dental needs. Visit us today and experience the difference that personalized care and expertise can make in your oral health.

Aaron Davila, Mobile Notary & Apostille Services offers top-notch notary services for clients throughout Southern California. Located in Orange, California, Aaron is a licensed and bonded Notary Public with a background in banking, finance, and real estate. With nearly a decade of experience notarizing estate planning documents, Aaron is a trusted partner to estate planning professionals in the area. He is known for his professionalism, efficiency, and dedication to providing outstanding customer service. Aaron is flexible and accommodating, willing to travel to various locations for appointments, including businesses, residences, and hospitals. In addition to his notary services, Aaron enjoys an active personal life with his family and pets. As an avid sports fan, he enjoys watching European soccer league matches and staying fit through running. Clients rave about Aaron's reliability, professionalism, and competitive pricing. Whether you need documents notarized at your home, office, or any other location, Aaron Davila is the go-to professional for all your notary needs. Contact him today to experience his exceptional service firsthand.

Nadine Stoll Notary Services is a professional and customer service focused institution located on Lotus Street in San Diego, California. As a friendly mobile notary public, Nadine Stoll offers services in San Diego, Imperial, Riverside, and Orange Counties. Certified and trained by NNA and Loan Signing System, Nadine Stoll Notary Services provides mobile notary, loan document, and general notary acts. With 24/7 availability by appointment, Nadine Stoll Notary Services aims to make the notary experience convenient and easy for clients. They offer printing, scanning, and document shipping services upon request. Serving various areas in San Diego and surrounding regions, Nadine Stoll Notary Services can meet clients at home, businesses, or other chosen locations. They assist with various documents including loan documents, Power of Attorney, trusts, health care directives, estate planning documents, travel documents, and more. Payment methods include cash, check, Venmo, Zelle, or card due at the completion of the appointment. With certifications from LSS, NNA, and background screening, Nadine Stoll Notary Services ensures professionalism and reliability in their services.

Ocean Estate Law - San Clemente, located at 100 South Ola Vista in San Clemente, California, is a trusted institution specializing in estate planning and probate law. Led by Certified Specialist Jennifer Elliott, the team at Ocean Estate Law has helped numerous Orange County families protect their assets and ensure their wishes are carried out without court interference. With over 20 years of experience, Jennifer and her team provide personalized and thorough estate planning services, ensuring every detail is carefully considered to safeguard your family's financial future for generations to come. Whether you need assistance with creating a trust, navigating probate court, or appointing a successor trustee, Ocean Estate Law is here to guide you through the process with professionalism and expertise. Clients praise Jennifer and her team for their responsiveness, professionalism, and ability to simplify complex legal matters. With a focus on strategic planning and creating customized estate plans, Ocean Estate Law is dedicated to helping clients minimize the risk of probate litigation and ensure their assets are protected. Contact Ocean Estate Law - San Clemente today to schedule a consultation and take the first step towards securing your family's financial future.

Shaan Afridi CPA is a trusted institution specializing in tax planning for real estate investors in Orange County. Located at 1475 South State College Boulevard in Anaheim, California, this accounting and finance firm offers expert guidance and strategies to help real estate investors maximize their financial goals. With a focus on personalized service and industry expertise, Shaan Afridi CPA is dedicated to helping clients navigate the complexities of real estate tax planning to achieve optimal results.

Welcome to Real Estate & Home Loans by Melissa Marin-Gomez, your premier real estate agency located at 7847 Florence Avenue, Downey, California. Serving the vibrant Los Angeles and Orange County areas, we are dedicated to redefining the real estate experience for both buyers and sellers. At Real Estate & Home Loans by Melissa Marin-Gomez, we understand that purchasing a home or investment property is not just a transaction; it's a new chapter filled with excitement and opportunities. Our team is committed to making this journey enjoyable and stress-free, ensuring you find the perfect property to meet your needs.

Welcome to Echelberger Group | Inhabit Real Estate, your premier destination for luxury real estate in the heart of Southern California. Located at 302 North El Camino Real, San Clemente, CA, our office is perfectly situated to serve the vibrant communities of San Clemente and beyond. Whether you are buying, selling, or investing, our seasoned team of Realtors is committed to delivering exceptional service and unparalleled expertise. Discover the epitome of coastal living with our exclusive listings, including stunning oceanfront properties in the private enclave of Capistrano Shores. Experience breathtaking panoramic views, exquisite craftsmanship, and state-of-the-art technology in some of the finest homes available. Our properties in the gated Careyes enclave of Talega offer an intimate, private setting for those seeking a luxurious lifestyle.

Paralegal Services of Orange, LLC is a professional legal services firm located at 2011 North Greengrove Street in Orange, California, United States. Our team of experienced paralegals provides a wide range of support services to attorneys and clients, including legal research, document preparation, and case management. We are committed to providing efficient and cost-effective solutions to meet our clients' needs. Contact us today to see how we can assist you with your legal matters.

California CPA Corner Firm is a top accounting and finance institution located at 4000 Barranca Parkway in Irvine, California. Specializing in tax planning, IRS audit advisory services, and financial planning, the firm is known for its expertise in handling a wide range of tax and accounting matters. From individual tax preparation to business tax filing for various entities, including C-Corporations, S-Corporations, and partnerships, the firm offers comprehensive services tailored to meet the unique needs of each client. With a team of experienced CPAs, CAAs, and EAs, California CPA Corner Firm is dedicated to providing professional, courteous, and informative guidance to help clients achieve their financial goals. Whether you are in need of tax planning, audit representation, business advisory services, or estate and trust planning, the firm is there to support you every step of the way. Clients have praised the firm for their attention to detail, thoroughness, and dedication to achieving the best possible results in even the most complex tax and audit cases.

Orange County Legal Solutions is a premier law firm located in Orange, California. Our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or criminal defense, our skilled attorneys are here to help. Conveniently located on West Chapman Avenue, we are easily accessible to clients throughout Orange County. Trust Orange County Legal Solutions for all of your legal needs.

Kim R. Coyle CPA & Associates is a reputable accounting firm located in Orange County, California. With a focus on providing top-notch financial services, they specialize in tax preparation, bookkeeping, and financial planning for individuals and businesses. Their team of experienced CPAs is dedicated to helping clients achieve their financial goals and navigate the complexities of the tax system. Conveniently located at 4972 Warner Avenue in Huntington Beach, Kim R. Coyle CPA & Associates is a trusted partner for all your accounting and finance needs.

Yanez & Associates Divorce & Family Law Attorneys in Orange County is a trusted law firm specializing in divorce and family law matters. Located at 770 The City Drive South in Orange, California, our team of experienced attorneys is dedicated to providing expert legal representation and guidance to clients facing complex family law issues. Whether you are going through a divorce, child custody dispute, or any other family law matter, our attorneys are here to help you navigate the legal process with compassion and professionalism. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

SoCal Insurance & Financial Services is a top-rated insurance agency located at 18141 Beach Boulevard in Huntington Beach, California. Our full-service agency specializes in providing comprehensive insurance solutions for both personal and commercial properties. Whether you are in need of rental property insurance, home insurance, business insurance, liability insurance, or classic car insurance, we have the expertise to tailor a policy to fit your unique needs. At SoCal Insurance, we understand the importance of protecting your investments and securing your financial future. Our rental property insurance is designed to safeguard your properties from damage caused by natural disasters, unexpected incidents, and even liability concerns. With over 50 years of experience, we work with reputable carriers to offer customizable solutions that provide peace of mind and comprehensive coverage for your rental properties.

Woodbury Court Resident Services is a reputable real estate agency located in Irvine, California. Our dedicated team of professionals is committed to providing top-notch services to residents in the Woodbury Court community. Whether you are looking to buy, sell, or rent a property, we are here to assist you every step of the way. Our office is conveniently located at 1000 Payton, making it easy for clients to access our services. Trust Woodbury Court Resident Services for all your real estate needs in Irvine.

Ocean Estate Law - Laguna Hills, located at 23232 Peralta Drive in Laguna Hills, California, is a trusted institution specializing in estate planning and probate law. Led by Certified Specialist Jennifer Elliott, the team at Ocean Estate Law takes a personal approach to ensure that your family's hard-earned money is protected for generations to come. With over 20 years of experience, Jennifer has the expertise to handle even the most complex estate planning and probate cases. Whether you are looking to create a comprehensive estate plan or navigate a probate matter, Ocean Estate Law is dedicated to ensuring that your wishes are carried out without interference from the court. The team at Ocean Estate Law is known for their professionalism, responsiveness, and expertise in estate planning, making them a top choice for families in Orange County.

The Tax Crisis Institute Orange County is a professional institution specializing in accounting, finance, and legal services. Located at 17011 Beach Boulevard in Huntington Beach, California, this institute is dedicated to helping individuals and businesses navigate through tax-related challenges. With the expertise of experienced professionals, the Tax Crisis Institute Orange County provides comprehensive solutions to tax issues, ensuring that clients receive the best possible outcomes. Serving the vibrant and economically powerful region of Orange County, this institution is committed to assisting clients in overcoming tax crises and achieving financial stability. Whether you are facing tax problems or seeking financial guidance, the Tax Crisis Institute Orange County is here to help.

North County Attorney Services is a reputable legal institution located at 1323 Corbie Circle in Vista, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in the North County area. We specialize in a wide range of legal matters, including family law, criminal defense, personal injury, and more. With a commitment to excellence and a track record of success, North County Attorney Services is the go-to choice for individuals seeking skilled and reliable legal representation. Contact us today to schedule a consultation and see how we can help with your legal needs.

Tax & Financial Consulting Services is a reputable institution located at 333 City Boulevard West in Orange, California, United States. Specializing in accounting and finance, our team offers nationwide tax preparation services to individuals and businesses alike. Our new office location at Orange City Tower Center, Suite 300, will be open for business starting January 23rd. At Tax & Financial Consulting Services, we provide comprehensive support in all areas of business consulting, helping our clients develop financial strategies that lead to growth and success.

Keep It Simple Financial Planning is a trusted finance institution located at 333 City Boulevard West in Orange, California, United States. Our team of experienced professionals is dedicated to simplifying the complexities of financial planning for our clients. We offer personalized services to help individuals and businesses achieve their financial goals with ease and confidence. Trust Keep It Simple Financial Planning to provide you with straightforward and effective solutions for all your financial needs.

Farther Advisors is a leading financial planning institution located in Orange County, California. Our team of experienced advisors is dedicated to providing personalized financial guidance and strategies to help our clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Farther Advisors is here to help. Visit us at 742 East Chapman Avenue in Orange to start planning for a secure financial future today.

Jeff Gielau, ChFC, Retirement Planning is a finance institution located at 2582 North Santiago Boulevard, Orange, California, United States. At Santiago Orchard Financial and Insurance Services, they believe that education is key to helping clients and the community achieve financial success. The institution offers customizable planning, asset management, and answers to pressing financial questions. Their team is dedicated to providing exceptional personal service based on the principles of Customer Service, Education, and Customizable Planning. They offer research, articles, and digital magazines to keep clients informed about factors that could impact their financial picture. Jeffrey A. Gielau, ChFC, serves as the President of the institution and can be contacted for financial planning advice. Securities are offered through Fortune Financial Services, Inc., and Santiago Orchard Financial & Insurance is a separate entity.

Enriquez Financial Services, LLC is a reputable finance and insurance agency located at 1063 North Glassell Street in Orange, California, United States. With a commitment to providing top-notch financial solutions and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Enriquez Financial Services, LLC is here to provide personalized and reliable assistance. Contact us today to schedule a consultation and start securing your financial future.

Blue Trust is a team of experienced financial advisors located in Irvine, California. Serving clients in Orange County and beyond, we specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. From investment management to retirement planning, we offer personalized solutions tailored to each client's unique needs. Our team is dedicated to providing expert guidance and support to help our clients navigate the complexities of the financial world with confidence. Visit us at 20 Pacifica to learn more about how Blue Trust can help you secure your financial future.

Platinum Financial Services is a real estate agency located at 1224 East Katella Avenue in Orange, California. We specialize in assisting clients with all their real estate needs, whether residential or commercial. Our experienced team is dedicated to providing the information and support necessary to successfully complete your real estate transaction. At Platinum Financial Services, we offer a variety of products, including Jumbo and Portfolio programs, to accommodate the diverse needs of our clients. We also have our own in-house escrow service to streamline the process and ensure a seamless experience.

Capital Financial Consultants Group in Orange County is a leading finance institution located at 31461 Rancho Viejo Road in San Juan Capistrano, California. With a team of experienced financial experts, they provide a wide range of services including investment management, retirement planning, estate planning, and insurance solutions. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Capital Financial Consultants Group offers personalized solutions to help you achieve your financial goals. Visit them today to start building a secure financial future.

Sound Financial Services is a reputable finance institution located at 1224 East Katella Avenue in Orange, California, United States. With a team of experienced financial experts, we provide a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement planning, we offer personalized solutions tailored to meet our clients' specific needs. Trust Sound Financial Services for sound financial advice and reliable service.

Raymond James Financial Services is a reputable finance institution located at 236 West Orange Show Road in San Bernardino, California, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to provide personalized solutions to help them achieve their financial goals. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is dedicated to providing quality financial services to meet your needs.

The Tax Center of Orange Coast is a premier institution located in Garden Grove, California, specializing in accounting and finance services. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses in the Orange County area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Visit us at 7715 Garden Grove Boulevard to see how we can help you achieve your financial goals.

SAUZA TAX & REAL ESTATE LLC is a reputable accounting and finance institution located at 101 North Orange Avenue in West Covina, California, United States. With a strong focus on providing expert tax and real estate services, our team of professionals is dedicated to helping clients navigate the complexities of financial management. Whether you need assistance with tax preparation, financial planning, or real estate transactions, SAUZA TAX & REAL ESTATE LLC is here to provide personalized solutions tailored to your specific needs. Trust us to help you achieve your financial goals with integrity and expertise.

Located in Irvine, California, Tehrani & Velez, LLP is known as the best accounting and CPA firm in Orange County. Specializing in serving closely held business owners and professional real estate investors, our team of experts has over a decade of experience in the industry. Our story began when we joined our predecessor firm and worked to modernize and improve the client experience. With a focus on building scalable and sellable businesses, we believe in putting people first and providing direct investments in real estate. Our team is fluent in English, Spanish, and Mandarin, ensuring we can meet the needs of a diverse clientele.