TOP 30 Estate planning services near me in Orange, California

208 results found

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.

ProSe Legal Service is a local institution located at 538 Orange Street in Redlands, California, United States. We offer professional legal document preparation services at a fraction of the cost, helping our neighbors save money on filing fees. Our goal is to provide peace of mind as individuals navigate the legal process, offering personalized assistance and guidance. With remote assistance available for many of our services and offices across the Western United States, ProSe Legal Service is committed to serving communities where legal help may feel out of reach. Whether you are dealing with family law matters, immigration issues, business formation, estate planning, probate, or other legal document needs, we are here to help.

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.

Delington Financial & Insurance Services, located at 21515 Hawthorne Boulevard in Torrance, California, offers a unique blend of financial and insurance solutions. Our professional team specializes in financial risk management, providing tailored strategies to protect you, your loved ones, and your assets from potential financial losses. Life is unpredictable, which is why our consultants are dedicated to finding the right mix of financial and insurance products to meet your specific needs. From dental insurance and discount plans to accident and illness coverage, we offer a comprehensive range of options to safeguard your financial well-being.

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.

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.

RSC Law Group Inc. Orange County is a reputable law firm located at 531 East Chapman Avenue in Orange, California. With a team of experienced attorneys, they provide a wide range of legal services to clients in Orange County and beyond. From personal injury and criminal defense to family law and estate planning, RSC Law Group Inc. offers expert representation and personalized attention to each client. Whether you are facing a legal issue or need guidance on a complex matter, their dedicated team is here to help. Contact RSC Law Group Inc. Orange County today for professional legal assistance.

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.

South Orange County Law is a reputable legal institution located at 1422 Edinger Avenue in Tustin, California. Our experienced team of attorneys specializes in various areas of law, including family law, personal injury, estate planning, and more. We are dedicated to providing high-quality legal services to clients in the South Orange County area. Whether you are facing a complicated legal matter or need assistance with planning for the future, our skilled lawyers are here to help. Contact South Orange County Law today for expert legal representation you can trust.

Frias Legal Services, APLC is a trusted law firm located at 2140 West Chapman Avenue in Orange, California, United States. Specializing in immigration law, personal injury claims, estate planning, and business organization, our experienced team is dedicated to helping clients throughout Southern California. With a focus on treating clients like family, we strive to provide personalized and effective legal representation. Lead by Maria Frias, our team of attorneys is known for their expertise, reliability, and trustworthiness. We work closely with clients to understand their goals and develop winning strategies to achieve them. From the initial consultation to the final resolution, we communicate with clients every step of the way to ensure their needs are met.

First Stop Legal Services is a registered and bonded Legal Document Assistant office located at 1024 Violet Circle, Placentia, California, United States. With an additional office at 711 E. Imperial Highway, Suite 201, Brea, CA 92821, our services are provided by Brandy Patel, Reg. LDA #527 Orange County, with an expiration date of 12/29/24. Please note that we are not attorneys and cannot provide legal advice or representation in court. We specialize in preparing legal documents at your specific direction, ensuring accuracy and reliability. Our website offers general information sourced from reputable legal publications and statutes. Contact us today for self-help services tailored to your needs.

Nurture Financial Planning, located at 333 City Boulevard West in Orange, California, is a finance institution that focuses on financial planning driven by life-design for business owners, journeymen linemen, medical and dental professionals, and their families nationwide. Brandon, the founder, has a background in financial planning and a passion for helping clients align their investments with their unique goals and life purposes. The institution offers personalized financial planning services for medical and dental professionals at all stages of their careers, from residents to established physicians. The process includes qualitative meetings to discover goals, in-depth discussions on designing life with money, and regular check-ins to ensure alignment towards life design. Nurture Financial Planning specializes in cash-flow efficiency strategies, estate planning, investment/retirement account management, planned giving, corporate talent retention, and business management. The institution also offers speaking engagements and advisory services through Unity Wealth Partners LLC. Contact Nurture Financial Planning today to start building a better financial future.

Secura Financial Planning & Wealth Management is a leading finance institution located at 333 City Boulevard West in Orange, California, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including financial planning, investment management, retirement planning, and estate planning. At Secura Financial, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.

Apex Financial Services Group is a leading finance institution located at 500 North State College Boulevard in Orange, California, United States. Our team of experienced professionals is dedicated to providing expert financial advice and solutions to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, we offer a wide range of services tailored to meet your individual needs. Trust Apex Financial Services Group to be your partner in financial success.

Safe and Secure Retirement and Insurance Services is a finance and insurance agency located at 17011 Beach Boulevard in Huntington Beach, California. We specialize in retirement and income planning, with a focus on preserving and protecting your assets as you enter the transition and retirement phase of your life. Our mission is to educate our clients so they can make more informed decisions and navigate the complex world of retirement planning. We serve the Inland Empire, Orange County, and surrounding communities, providing innovative financial strategies for growth, safety, and protection. Our goal is to reduce the stress associated with retirement by offering clear guidance and support as you navigate this important life transition.

Mark Stickney is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 333 City Boulevard West in Orange, California. As a trusted member of the Ameriprise team, Mark is dedicated to helping clients achieve their financial goals through personalized planning and expert advice. With a focus on building long-term relationships and providing comprehensive financial solutions, Mark is committed to helping clients secure their financial future. Contact Mark Stickney today to schedule a consultation and take the first step towards financial success.

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.

Householder Group Estate & Retirement Specialists is a leading institution specializing in accounting and finance services. Located at 500 North State College Boulevard in Orange, California, United States, our team of experts is dedicated to helping individuals and families plan for their future financial security. Whether you are looking to manage your estate or plan for retirement, our experienced professionals are here to provide personalized guidance and support. Trust Householder Group Estate & Retirement Specialists to help you achieve your financial goals with confidence and peace of mind.

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.

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.

Income-Tax Preparation Services is a professional institution located at 849 West Orange Avenue in South San Francisco, California, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation. With years of experience and a commitment to excellence, we provide accurate and efficient tax services to ensure our clients maximize their returns and minimize their liabilities. Trust Income-Tax Preparation Services for all your tax needs.

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.

Sunshine Income Tax and Services is a reliable finance institution located at 307 East Chapman Avenue in Orange, California, United States. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses. Whether you need help with filing your taxes, maximizing deductions, or managing your finances, we are here to assist you every step of the way. Trust Sunshine Income Tax and Services for all your financial needs.

Welcome to Suzie Masters - Real Estate Agent, your trusted partner in navigating the dynamic real estate market of Cypress, California, and surrounding areas. Conveniently located at 5450 Orange Avenue, our office is dedicated to providing personalized and professional real estate services to meet all your property needs. With years of experience and a deep understanding of the local market, Suzie Masters is committed to helping you achieve your real estate goals, whether you are buying, selling, or investing. Our approach is client-focused, ensuring that your priorities and preferences are always at the forefront of every transaction.

Welcome to Pamela Manzi Real Estate, your trusted partner in navigating the dynamic real estate landscape of Dana Point, California. Located at 24551 Del Prado Avenue, our business seamlessly blends the roles of a general contractor and a premier real estate agency. Whether you're embarking on the journey of buying your first condo or pursuing the dream of an oceanfront estate, Pamela Manzi is committed to providing unparalleled assistance and ensuring a seamless and rewarding experience. With a stellar track record and ranking in the top two percent of Orange County real estate professionals, Pamela Manzi exemplifies excellence in negotiation, strategic planning, and visionary entrepreneurship. Her extensive expertise is complemented by her background in marketing at one of the world’s largest investment management firms, equipping her with the skills to craft successful marketing campaigns and help families achieve their unique real estate goals.