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Pacific Wealth Legal Advisors
- 130 S Chaparral Ct #140-B, Anaheim, CA 92808

Estate planning attorney ★5.0

130 S Chaparral Ct #140-B, Anaheim, CA 92808, USA

5.0
Pacific Wealth Advisors was great and efficient when assisting me with a transfer deed for my home. Lena and the entire staff was knowledgeable and professional. I recommend Pacific Wealth Advisors to anyone interested in estate planning. - Antoinette Buchanan
Pacific Wealth Legal Advisors Overview Intro Services Detail Photos Location Reviews

Pacific Wealth Legal Advisors Introduce

For many Californians, the process of planning for the future and protecting their assets can seem daunting. Estate planning is a crucial step in ensuring that your wealth is preserved and transferred according to your wishes, and it requires careful legal guidance. Whether you are a business owner, an individual with a growing family, or simply seeking to secure your legacy, having a trusted legal advisor is essential. Pacific Wealth Legal Advisors, a women-owned law firm in Anaheim, CA, specializes in this critical area of law. They are dedicated to helping clients in Orange County and beyond navigate the complexities of estate planning, providing a professional and supportive environment for all their legal needs.

Pacific Wealth Legal Advisors is more than just a law firm; it is a resource for individuals and families looking to build a secure financial future. The firm understands that each client’s situation is unique, and they are committed to providing personalized, thorough, and patient guidance throughout the estate planning process. Their specialization in areas such as corporations, limited liability companies, and healthcare directives demonstrates a comprehensive approach to wealth and asset protection. By focusing on making these often-complicated processes easy to understand, the firm aims to alleviate the stress that can come with legal planning.

This article will provide you with a detailed overview of Pacific Wealth Legal Advisors, offering insights into their location, the specific services they offer, and the features that highlight their commitment to client satisfaction. Based on factual information and positive client testimonials, this guide will help you understand what makes this firm a compelling choice for your estate planning needs in California. For anyone seeking a professional, knowledgeable, and compassionate legal team to help with their wealth and legacy planning, this information will be a valuable starting point.

Location and Accessibility

Pacific Wealth Legal Advisors is located at 130 S Chaparral Ct #140-B, Anaheim, CA 92808, USA. This location places the firm in a convenient and accessible part of Anaheim, making it easy to reach for clients throughout Orange County. The office is situated in a professional business complex, providing a private and secure setting for all legal consultations. This central location is beneficial for clients from nearby cities like Orange, Garden Grove, and Yorba Linda, simplifying the logistics of attending appointments.

The firm is also highly committed to physical accessibility for all clients. The building features a wheelchair-accessible car park, which ensures a smooth and stress-free arrival for individuals with mobility challenges. The wheelchair-accessible entrance provides a clear path into the office, and the presence of a wheelchair-accessible toilet within the amenities ensures that all clients have a comfortable and accommodating experience during their visit. These features reflect a thoughtful and inclusive approach to client service, making it clear that the firm prioritizes the well-being and convenience of everyone who walks through its doors.

Services Offered

Pacific Wealth Legal Advisors specializes in providing comprehensive estate planning services, with a focus on protecting and transferring wealth. Their expertise covers a variety of legal documents and entities crucial for a robust estate plan.

  • Estate Planning: The firm assists clients with the full spectrum of estate planning, including wills, trusts, and strategies for asset protection.

  • Corporations: They provide legal services for the formation and management of corporations, a key tool for business owners in wealth management and succession planning.

  • Limited Liability Company (LLC) and Limited Liability Partnership (LLP): The firm offers legal guidance on creating and structuring LLCs and LLPs, which are essential for asset protection and business operations.

  • Healthcare Directives: They help clients prepare vital healthcare directives and powers of attorney, ensuring their medical wishes are honored and their designated agents can make decisions on their behalf.

  • HIPAA: The firm advises on legal matters related to HIPAA, ensuring that healthcare information is protected while also allowing designated individuals access to necessary information in an emergency.

Features and Highlights

  • Women-Owned Business: The firm identifies as women-owned, contributing to the diversity and inclusivity of the legal profession in California.

  • Professional and Knowledgeable Staff: Client testimonials highlight the staff’s professionalism, patience, and knowledge, which makes the complex legal process of estate planning stress-free.

  • Accessible Location: The office is located in a central area of Anaheim and offers a wheelchair-accessible car park, entrance, and toilet, ensuring convenience for all clients.

  • Personalized Approach: The firm takes the time to ensure that clients fully understand the entire process, providing clear and honest advice every step of the way.

  • Appointment-Based Service: Appointments are recommended to ensure each client receives dedicated and focused attention from the legal team.

Contact Information

If you are in California and are ready to begin your estate planning journey, you can contact Pacific Wealth Legal Advisors at the following:

Address: 130 S Chaparral Ct #140-B, Anaheim, CA 92808, USA

Phone: (714) 676-1899

What is worth choosing

For residents of California, particularly those in Orange County, Pacific Wealth Legal Advisors is an excellent choice for a variety of compelling reasons. The firm's specialization in estate planning—a highly personal and significant area of law—is a major advantage. They handle not only the foundational documents like trusts and wills but also the more complex aspects such as business succession and legal directives. The client testimonials provided are particularly powerful indicators of the firm’s quality. One reviewer, who worked with a staff member named Lena, describes her experience as "great and efficient," recommending the firm to "anyone interested in estate planning." Another client praises Jeff Ogorek for being "thorough and patient," and for "making sure we understood the entire estate planning process." This feedback directly addresses a common fear about legal services—that they can be complicated and intimidating—and highlights the firm's ability to make the experience "very stress free."

The firm's identified features are also a strong reflection of their commitment to client care. The fact that it is a women-owned business may resonate with clients who value diversity in professional services. Furthermore, their dedication to physical accessibility—with a wheelchair-accessible car park, entrance, and toilet—shows a clear commitment to serving all members of the community. In a field where trust and communication are paramount, the consistently positive reviews about the staff's professionalism, politeness, and helpfulness demonstrate that Pacific Wealth Legal Advisors not only has the legal expertise but also the human touch required for such sensitive legal matters. For anyone in California seeking a knowledgeable, patient, and compassionate team to handle their estate and wealth planning, this firm is highly recommended.

Pacific Wealth Legal Advisors Services

  • Estate Planning Lawyer

  • Corporations
  • HIPAA
  • Healthcare Directives
  • Limited Liability Company
  • Limited Liability Partnership

Pacific Wealth Legal Advisors Details

  • From the business

  • Identifies as women-owned
  • Accessibility

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

  • Toilet
  • Planning

  • Appointments recommended

Pacific Wealth Legal Advisors Photos

No photos available at the moment.

Pacific Wealth Legal Advisors Location

Pacific Wealth Legal Advisors

130 S Chaparral Ct #140-B, Anaheim, CA 92808, USA

Pacific Wealth Legal Advisors Reviews

An average rating of ★5 from 8 user reviews.

trustquestions

★ 5★ 4★ 3★ 2★ 1

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