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OC Wills and Trust Attorneys
- 7755 Center Ave 11th floor, Huntington Beach, CA 92647

Estate planning attorney ★4.0

7755 Center Ave 11th floor, Huntington Beach, CA 92647, USA

4.0
My wife and I had no idea where to start getting will and trust started. We did some research into trying to this ourselves but as we studied more we realized it was intricate and much more complex than we thought. Luckily we stumbled across OC Wills and Trusts and decided to make an appoint. We are so happy that we did. We met with Brian C and he was warm and engaging. He walked us through a great overview of what was available and provided with straight forward insight and recommendations. After our first consultation we hired him right away. In a couple of weeks we had our will and trust setup and could not be happier, but more so relieved that our family is covered. I highly recommend seeing Brian and his staff. Very professional organization and so easy to work with. - Roger Meng
OC Wills and Trust Attorneys Overview Intro Services Detail Photos Location Reviews

OC Wills and Trust Attorneys Introduce

Planning for your future and the well-being of your loved ones is one of the most significant steps you can take. In the intricate world of legal documentation, estate planning can seem like a daunting and complex task, often causing people to put it off. For those living in California, having a comprehensive and well-thought-out estate plan is essential to ensure your assets are protected and your final wishes are honored. OC Wills and Trust Attorneys, located in the heart of Huntington Beach, specializes in making this vital process as straightforward and stress-free as possible. The firm is dedicated to providing personalized legal services that give clients the peace of mind that comes with knowing their family's future is secure.

OC Wills and Trust Attorneys has built a strong reputation for providing professional, compassionate, and efficient service. They understand that estate planning is not a one-size-fits-all solution; it requires a tailored approach to fit each client's unique circumstances and goals. The firm’s commitment to providing clear, straightforward guidance has been a key factor in their success. From the initial consultation to the final signing, they work closely with clients to demystify the legal process, explaining complex concepts in an easy-to-understand manner. This client-focused philosophy ensures that every estate plan is not only legally sound but also perfectly aligned with the client’s wishes and family dynamics. Their professional organization and supportive staff make them a trusted resource for anyone in the Orange County area seeking to secure their legacy.

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Location and Accessibility

OC Wills and Trust Attorneys is conveniently located in Huntington Beach, California, making their services accessible to residents throughout Orange County. The office can be found at 7755 Center Ave 11th floor, Huntington Beach, CA 92647, USA. This location provides a central and easy-to-reach point for clients coming from Huntington Beach and surrounding communities. The firm is committed to ensuring a welcoming and accessible environment for everyone. Their facilities feature a wide range of amenities for convenience and inclusivity, including a wheelchair-accessible car park, a wheelchair-accessible entrance, wheelchair-accessible seating, and a wheelchair-accessible toilet. These features, along with a gender-neutral toilet, demonstrate a strong commitment to accommodating all clients with dignity and respect. The firm is also a self-identified Asian-owned business and offers a safe space for the LGBTQ+ community, creating an inclusive and welcoming atmosphere for all.

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Services Offered

OC Wills and Trust Attorneys provides an extensive list of legal services, all centered on comprehensive estate planning. Their team of skilled professionals works to create customized plans that meet the unique needs of individuals and families. Their services are designed to be thorough and include everything from basic documentation to advanced legal strategies. A partial list of their offerings includes:

  • Wills and Trusts: The foundation of their practice, this includes drafting and executing last will and testament documents, as well as a variety of trusts, such as revocable living trusts, irrevocable life insurance trusts, dynasty trusts, and more.

  • Estate Planning for Children: They assist parents in planning for the future of their children, including creating special needs trusts and trusts for minors to ensure their financial security.

  • Advanced Estate Planning: For clients with more complex needs, they offer sophisticated estate plans, including business succession planning, estate and gift tax planning, and the creation of qualified personal residence trusts.

  • Healthcare and Long-Term Care Planning: This includes drafting advanced health care directives and living wills, as well as providing guidance on long-term care planning and Medi-Cal planning to protect assets.

  • Trust Administration: The firm provides professional assistance to trustees, helping them navigate the process of managing and distributing trust assets efficiently and in compliance with legal requirements.

  • Complimentary and Free Initial Consultations: They offer a free initial consultation to help clients understand their options without any obligation, making the first step in the process both accessible and stress-free.

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Features and Highlights

OC Wills and Trust Attorneys stands out for its unique blend of professional expertise and a client-friendly approach. One of their most praised features, as highlighted in client testimonials, is the team’s ability to make a seemingly "intricate and much more complex" process feel easy and understandable. Clients consistently report feeling "so happy" and "relieved" after completing their estate plans. The firm is known for providing "straightforward insight and recommendations," avoiding jargon and ensuring clients are fully informed. They are also highly efficient, with a reputation for completing wills and trusts in a matter of weeks. The team, including attorney Brian Chew, is described as "warm and engaging," "bright and efficient," and "very professional." Furthermore, the firm offers online appointments in addition to on-site services, providing flexibility and convenience. The firm’s commitment to diversity and inclusion is also a key highlight, as they identify as an Asian-owned business and a transgender safe space that is LGBTQ+ friendly.

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Contact Information

If you are in California and considering creating an estate plan, or need to update an existing one, you can contact OC Wills and Trust Attorneys for a complimentary consultation. Appointments are recommended to ensure a dedicated time slot with a professional.

  • Address: 7755 Center Ave 11th floor, Huntington Beach, CA 92647, USA

  • Phone: (714) 886-3391

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What Is Worth Choosing

Choosing a firm for your estate planning needs is a deeply personal decision, and OC Wills and Trust Attorneys presents a compelling case for being the right choice for many in the California region. Their unwavering specialization in estate planning is a primary reason to consider them. Rather than being general practitioners, they are experts in their field, handling a vast array of trusts, wills, and related documents. This focused expertise means they are well-equipped to handle even the most complex cases, from sophisticated estate plans to special needs planning. The testimonials provided by real customers offer powerful validation of their service. Clients repeatedly praise the firm for their ability to simplify a difficult process, their professional yet warm demeanor, and their efficiency. The client who "could not be happier" and was "relieved" after their family was "covered" speaks volumes about the peace of mind the firm provides. The fact that the process can be completed in just a couple of weeks is a significant benefit for those who want to get their affairs in order quickly and correctly.

Beyond their legal skills, the firm’s commitment to their clients’ comfort and experience is notable. The range of accessibility features and their welcoming stance toward all communities, including LGBTQ+ individuals, demonstrates a modern and inclusive approach to law. Their offer of a free initial consultation removes a major barrier for many people, allowing them to gain valuable information and insight without financial pressure. In short, OC Wills and Trust Attorneys combines deep legal knowledge with a compassionate, client-centered service model. They not only help you draft the right documents but also ensure you understand their purpose and feel confident about your future. For anyone in California who wants a professional, efficient, and genuinely caring partner for their estate planning journey, this firm is an excellent choice.

OC Wills and Trust Attorneys Services

  • Estate Planning Lawyer

  • Advanced Estate Planning
  • Advanced Health Care Directive
  • Assisted Living
  • Business Succession Planning
  • Complimentary Consultation
  • Comprehensive Estate Plan
  • Create An Estate Plan
  • Customized Estate Plan
  • Dynasty Trusts
  • Estate And Gift Tax
  • Estate Planning Consultation
  • Estate Planning Documents
  • Estate Planning Elder Law
  • Estate Planning For Children
  • Estate Planning Lawyers
  • Estate Planning Process
  • Estate Planning, Wills And Trusts
  • Estate Recovery
  • Estate Tax Planning Attorneys
  • Experienced Estate Planning Attorney
  • Family Trust
  • Family's Estate Planning
  • Free Consultation
  • Free Initial Consultation
  • Healthcare Planning
  • Inheritance Planning
  • Initial Consultation
  • Insurance Plans
  • Irrevocable Life Insurance Trusts
  • Last Will And Testament
  • Legal Services
  • Life Insurance Trusts
  • Living Wills
  • Long Term Care Insurance
  • Long Term Care Planning
  • Marital Trusts
  • Medi-Cal Planning Attorneys
  • Medicaid Planning
  • Pet Trusts
  • Property Transferred
  • Qualified Personal Residence Trust
  • Revocable Living Trusts
  • Sophisticated Estate Plan
  • Special Needs Planning
  • Special Needs Trusts
  • Special Needs Trusts Attorneys
  • Spendthrift Trusts
  • Traditional Estate Planning
  • Trust Administration
  • Trusts For Minors
  • Trusts Usually
  • Wills, Trusts, Power of Attorney, Health Care Directives
  • Wills, Trusts, Powers Of Attorney

OC Wills and Trust Attorneys Details

  • From the business

  • Identifies as Asian-owned
  • Service options

  • Online appointments
  • On-site services
  • Accessibility

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible seating
  • Wheelchair-accessible toilet
  • Amenities

  • Gender-neutral toilets
  • Toilet
  • Crowd

  • LGBTQ+ friendly
  • Transgender safe space
  • Planning

  • Appointments recommended

OC Wills and Trust Attorneys Photos

No photos available at the moment.

OC Wills and Trust Attorneys Location

OC Wills and Trust Attorneys

7755 Center Ave 11th floor, Huntington Beach, CA 92647, USA

OC Wills and Trust Attorneys Reviews

An average rating of ★4.8 from 10 user reviews.★ 5★ 4★ 3★ 2★ 1

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