TOP 30 Best Trusts and estates in Newport Beach, California

Mokri Vanis & Jones LLP is a prestigious law firm located at 4100 Newport Place in Newport Beach, California. Specializing in both transactional and litigation services, our team serves clients throughout California and Nevada. From large multinational corporations to small family-owned businesses, we provide tailored legal solutions to meet the unique needs of each client. Our experienced attorneys are dedicated to delivering high-quality services in a cost-effective manner, ensuring timely and effective resolution in alignment with our clients' goals. Trust Mokri Vanis & Jones LLP for all your legal needs.

The Law Office of Susan A. Katzen is a reputable legal institution located at 1301 Dove Street in Newport Beach, California. Specializing in various areas of law, Susan A. Katzen and her team provide top-notch legal services to clients seeking expert representation. With a commitment to excellence and a track record of success, the Law Office of Susan A. Katzen is dedicated to protecting the rights and interests of individuals facing legal challenges. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Susan A. Katzen and her team are here to help.

The Walker Law Firm, APC, located in Newport Beach, California, is a trusted institution serving individuals, corporations, and business owners in Orange and Riverside Counties since 1979. Specializing in probate, trusts, estate planning, financial elder abuse, civil litigation, and business law, our team of experienced attorneys provides personalized services to meet the unique needs of each client. Whether you need assistance with administering a loved one's estate, resolving will contests and trust disputes, drafting comprehensive estate plans, or navigating complex business and commercial law matters, our firm is here to help. We also handle civil appeals, commercial litigation, and cases related to financial elder abuse.

Schilling Law Group is a prestigious law firm located in Newport Beach, California. With their office situated at 1100 Newport Center Drive, they provide expert legal services to clients in various practice areas including business law, real estate law, estate planning, and litigation. The team at Schilling Law Group is dedicated to providing personalized and effective legal solutions to meet the unique needs of each client. With their commitment to excellence and professionalism, Schilling Law Group is a trusted partner for individuals and businesses seeking top-tier legal representation in Southern California.

Sky Law is a prestigious legal institution located at 23 Corporate Plaza in the vibrant city of Newport Beach, California, United States. Our team of experienced attorneys specializes in a wide range of legal services, including corporate law, real estate law, and estate planning. With a commitment to excellence and client satisfaction, Sky Law provides personalized and effective legal solutions to meet the unique needs of each client. Our strategic location in the heart of Newport Beach allows us to serve clients from all over California and beyond. Trust Sky Law for all your legal needs and experience the difference our expertise can make.

Conti Law is a reputable law firm located at 23 Corporate Plaza Drive in Newport Beach, California. Our experienced team of legal professionals is committed to providing top-notch legal services to our clients. We specialize in a wide range of practice areas including corporate law, real estate law, family law, and more. At Conti Law, we prioritize client satisfaction and strive to achieve the best possible outcomes for each case we handle. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

JLC Legacy Law, Inc. is a prestigious law firm located at 5120 Campus Drive in Newport Beach, California. Specializing in estate planning, probate, and trust administration, our team of experienced attorneys is dedicated to providing personalized and comprehensive legal services to help clients protect and preserve their legacy for future generations. With a commitment to excellence and a focus on client satisfaction, JLC Legacy Law, Inc. is the trusted choice for those seeking expert guidance in navigating complex legal matters. Contact us today to schedule a consultation and start planning for your future.

Briggs & Alexander, A Professional Law Corporation is a highly-respected legal institution located in Newport Beach, California. Our team of experienced lawyers specializes in a wide range of legal services, including business law, real estate law, and estate planning. With a commitment to providing personalized and efficient legal solutions, our firm is dedicated to helping clients navigate complex legal issues with ease. Conveniently situated at 4300 Campus Drive, our office is easily accessible for clients in the Newport Beach area. Trust Briggs & Alexander, A Professional Law Corporation for all of your legal needs.

Morkos Law Firm is a reputable legal institution located at 4540 Campus Drive in Newport Beach, California. With a team of experienced and dedicated attorneys, we specialize in a wide range of legal services including personal injury, family law, estate planning, and business litigation. Our firm is committed to providing personalized and effective legal representation to our clients, helping them navigate through complex legal matters with ease. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Harty Family Law, a Professional Corporation, is a highly reputable law firm specializing in family law matters. Located in Newport Beach, California, our experienced team of lawyers is dedicated to providing expert legal representation and guidance to individuals facing divorce, child custody, spousal support, and other family-related legal issues. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcome for our clients. Contact us at 140 Newport Center Drive to schedule a consultation and learn how we can assist you with your family law needs.

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.

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.

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.

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 T. Doudna, Inc. is a reputable law firm located at 2677 North Main Street in Santa Ana, California. Specializing in Criminal Defense and DUI Cases, our legal expertise extends to handling Civil Cases with a focus on Business and Transactional Law. Our practice also focuses on Family Law, Estate Planning, and Conservatorship, with a special emphasis on supporting families with special needs. At our firm, we are dedicated to advocating for your legal interests and ensuring that you understand the actions we can take on your behalf. With over 35 years of collaborative experience, we have a proven track record of success in guiding clients towards their desired outcomes. We offer complimentary phone consultations and serve clients in various cities including Santa Ana, Fullerton, Anaheim, and Newport Beach.

Morgan Stanley Financial Advisors is a renowned finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. Our team of experienced advisors provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our dedicated team is here to help you navigate the complex world of finance. Trust Morgan Stanley Financial Advisors to provide you with the knowledge and expertise needed to secure your financial future.

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.

The Horgan Group of Raymond James is a leading finance institution located at 660 Newport Center Drive in Newport Beach, California, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help clients achieve their financial goals. Our comprehensive approach includes investment planning, retirement planning, estate planning, and more. Trust in The Horgan Group to provide expert guidance and support for all your financial needs.

Warren Street Wealth Advisors, LLC is a finance institution located at 4041 Macarthur Boulevard in Newport Beach, California, United States. Our team of CFP® fiduciary advisors is dedicated to putting your best interests first. Since our establishment in 2015, we have prioritized our clients and strive to provide exceptional care and support for all their financial needs. When you work with a Warren Street advisor, you can expect personalized attention and expert guidance. Our team consists of four individuals, each with a specific role to ensure that every aspect of your financial plan is monitored and optimized. We are always available to answer your questions, address your concerns, and provide guidance on any financial decisions you may be considering.

Royal Financial is a prestigious finance institution located in Newport Beach, California. Situated at 20101 Southwest Birch Street, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Royal Financial is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Royal Financial is committed to helping you achieve your financial goals. Trust in Royal Financial for all your financial needs and experience the royal treatment you deserve.

Mariner Wealth Advisors is a leading finance institution located at 5000 Birch Street in Newport Beach, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Mariner Wealth Advisors offers personalized solutions to meet the unique needs of each individual or family. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial planning.

Rodriquez Wealth Management is a finance institution located at 4340 Von Karman Avenue in Newport Beach, California, United States. Our dedicated team offers a highly personalized approach to help you simplify the challenges associated with preserving, growing, and transitioning your wealth. We bring an experienced perspective to investment planning and prioritize your goals through our integrated wealth planning process. Our services include establishing proper asset allocation, addressing risk, and assessing estate and charitable planning strategies. We offer the balance of an independent boutique office backed by the resources of one of the largest US based financial institutions. Trust our team to share your vision, earn your trust, and work diligently to help you achieve your financial goals.

AIM Property Repair, Management, Handyman Services is a one-stop solution for all your property maintenance needs. Located at 4590 Macarthur Boulevard in Newport Beach, California, our institution offers a wide range of services including general contracting, real estate management, and handyman services. Whether you need repairs, renovations, or property management services, our team of skilled professionals is here to help. With a commitment to quality and customer satisfaction, AIM Property Repair, Management, Handyman Services is your trusted partner in maintaining and enhancing your property. Contact us today for all your property needs.

Windfall Financial Advisors, (CEPA®) is a nationally recognized Fee-Only Fiduciary Registered Investment Advisor located in Newport Beach, California. As seen on CNN, CNBC, FORBES, and BLOOMBERG, we specialize in protecting, planning, and growing financial windfalls into lasting legacies. With over two decades of experience, our team is dedicated to helping clients navigate sudden wealth and make informed financial decisions. Our "Quick Tips" ebook provides detailed instructions on managing a financial windfall, whether it be from an inheritance, settlement award, lottery win, company or property sale, divorce, or success in sports and entertainment. As Fee-Only advisors, we prioritize our clients' best interests and operate as fiduciaries, ensuring transparency and trust in our financial advice.

Edward Jones - Financial Advisor: Zachary T Alario, CFP® is a renowned financial institution located at 250 Newport Center Drive in Newport Beach, California, United States. Specializing in comprehensive financial planning and investment management, Zachary T Alario, a Certified Financial Planner, provides personalized services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial solutions tailored to individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Zachary T Alario, CFP® is dedicated to helping you secure your financial future.

Bell&Brown Wealth Advisors, LLC is a premier finance institution located at 14 Corporate Plaza Drive in Newport Beach, California, United States. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

Robert J. Richter, CPA & Registered Investment Advisor is a reputable institution located at 1100 Quail Street in Newport Beach, California, United States. Specializing in accounting and finance services, they offer expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, including certified public accountants and registered investment advisors, clients can trust in their expertise and dedication to providing top-notch financial services. Whether you need assistance with tax planning, investment management, or financial planning, Robert J. Richter, CPA & Registered Investment Advisor is committed to helping you navigate the complexities of the financial world with confidence.

Stifel is a well-established finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and advisory services to clients. Known for their expertise and personalized approach, Stifel is dedicated to helping individuals and businesses achieve their financial goals.

Allington Management Group is a prestigious finance institution located at 220 Newport Center Drive in Newport Beach, California, United States. With a strong reputation for excellence in financial management, our team of experts provides a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Allington Management Group is committed to providing personalized solutions tailored to your individual needs. Trust us to help you navigate the complex world of finance with confidence and success.

James D. Anderson CPA is a reputable institution located at 1101 Dove Street in Newport Beach, California, United States. Specializing in accounting, finance, and legal services, the institution offers a wide range of professional services to individuals and businesses. With a team of experienced and knowledgeable professionals, James D. Anderson CPA is dedicated to providing top-notch financial and legal solutions to meet the needs of their clients. Whether you need help with tax preparation, financial planning, or legal advice, you can trust James D. Anderson CPA to deliver expert guidance and support.