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Soto Law Group
- 4041 MacArthur Blvd #200, Newport Beach, CA 92660

Estate planning attorney ★5.0

4041 MacArthur Blvd #200, Newport Beach, CA 92660, USA

5.0
I had a wonderful experience after hiring DeeDee and Soto law firm for my trust and will. I am a business and home owner and just had a baby girl 6 months ago. After hearing her speak at an event I was at I knew it was imperative that I got my trust and will done as well as guardianship paperwork for my daughter. This was a task that had seem daunting for quite some time but DeeDee and her team made me feel very knowledgeable and informed and made the process very stress free. I had a lot of “silly” questions but they never made me feel that way and always explained things in a way that made sense. I appreciated their guidance while giving me different options and scenarios when building out my trust and will. There are so many things to think about and I am very happy I chose Soto law firm for my will and trust. I highly recommend them for any families or business owners who need help with these matters. - Emily Reno
Soto Law Group Overview Intro Services Detail Photos Location Reviews

Soto Law Group Introduce

For individuals and families across California, securing a legacy and planning for the future can be a complex and emotional process. Whether you're a new parent, a business owner, or a real estate investor, ensuring your assets are protected and your loved ones are provided for is a top priority. Soto Law Group, located in Newport Beach, specializes in providing comprehensive and compassionate legal counsel in estate planning, probate, and trust administration. The firm, led by DeeDee Soto, is dedicated to making this often-daunting process as stress-free and understandable as possible. They work closely with clients to create custom estate plans that reflect their unique goals and family dynamics, providing not just legal documents but also peace of mind. The team is known for its ability to explain complex legal concepts in simple, clear terms, empowering clients to make informed decisions about their future. Soto Law Group understands that estate planning is not a one-size-fits-all solution, which is why they offer a wide range of services to meet the diverse needs of the California community.

The firm’s approach is built on a foundation of trust and meticulous attention to detail. They recognize the importance of every client's situation and are committed to guiding them through each step of the process with professionalism and care. This dedication is evident in their work on probate and trust administration, where they provide much-needed clarity and calm during what can be a difficult time for families. They are equipped to handle everything from straightforward probate processes to complex will and trust disputes. The firm’s commitment to excellent service and personalized attention is consistently highlighted in positive client feedback, which often praises their responsiveness, knowledge, and ability to make clients feel comfortable and supported. Soto Law Group is a trusted partner for anyone in the California region looking to secure their financial and personal future through thoughtful and effective legal planning.

Soto Law Group is conveniently located at 4041 MacArthur Blvd #200 in Newport Beach, CA 92660, USA. This central location is easily accessible for clients throughout Southern California, making it a convenient option for those in Orange County and surrounding areas. The firm is committed to ensuring that every client has a comfortable and accessible experience. The building provides a wheelchair accessible entrance and a dedicated wheelchair accessible parking lot, ensuring ease of access for all visitors. The office environment is professional and welcoming, with a restroom amenity available for client comfort. To ensure that each client receives the dedicated and focused attention they deserve, Soto Law Group operates on an appointments recommended basis. This allows the team to prepare for your specific legal needs and ensure that your consultation is productive and efficient. The firm's attention to accessibility and thoughtful scheduling reflects its client-first philosophy, aiming to make the legal process as smooth and stress-free as possible from the moment you arrive.

The strategic location of the firm in Newport Beach allows them to serve a broad range of clients, from individuals and new families to business owners and those with complex assets. The professional setting provides a confidential and secure space to discuss sensitive financial and personal matters. By prioritizing both physical accessibility and dedicated scheduling, Soto Law Group demonstrates a commitment to client care that extends beyond just the legal work. This attention to detail is a hallmark of their boutique approach, distinguishing them as a firm that values the individual needs of their clients and is dedicated to providing a superior experience from start to finish.

Soto Law Group provides a specialized range of legal services that are centered on estate planning, probate, and trust administration. Their services are designed to be comprehensive, ensuring that all aspects of a client's legacy and asset protection needs are met.

  • Custom Estate Planning: The firm offers personalized estate planning services, including the creation of wills, trusts, and other essential documents. They work closely with clients to develop a strategy that reflects their unique financial situation and personal wishes.
  • Asset Protection & Legacy Planning: They provide expert legal counsel on protecting assets from potential creditors or legal challenges and ensure a seamless transfer of wealth to the next generation. This includes advising on business succession planning and retirement planning.
  • Child Protection Plans: A key service for new parents, this includes setting up guardianship paperwork and other essential documents to ensure children are protected and cared for in the event of an unforeseen circumstance.
  • Probate & Trust Administration: Soto Law Group assists families with the legal process of managing and distributing a deceased loved one’s estate, whether through probate court or by administering a trust. They provide clarity and guidance during a difficult time.
  • Special Needs Estate Planning: The firm has specific expertise in creating special needs trusts and supplemental needs trusts to ensure that individuals with disabilities can be cared for without jeopardizing their eligibility for government benefits.
  • Real Estate Transfers & Trust Reviews: They handle the legal complexities of transferring real estate into a trust and offer regular trust reviews to ensure documents remain current and aligned with a client’s changing circumstances.
  • Will & Trust Disputes: In the event of a dispute, the firm is prepared to represent clients in litigation related to wills and trusts.

Soto Law Group is distinguished by several key features that highlight its value to clients in the California community. These features underscore the firm's commitment to excellence and client satisfaction.

  • Professional and Compassionate Service: Clients consistently praise the firm for its professionalism and ability to handle sensitive matters with empathy and understanding. The team is known for making clients feel comfortable and well-informed.
  • Clear Communication: The firm is celebrated for its ability to explain complex legal concepts in a simple and understandable way. This makes the entire process less stressful and more empowering for clients.
  • Highly Responsive: Client reviews highlight the team’s responsiveness and attention to detail, noting that they are always available to answer questions and keep clients informed.
  • Stress-Free Process: The firm is known for making the estate planning and probate process feel manageable and "stress-free," which is a significant highlight for clients facing these important tasks.
  • Expertise in Niche Areas: The firm’s expertise in special needs estate planning and business succession planning demonstrates a commitment to serving specific and highly important client needs.
  • Accessibility: The office is designed with client accessibility in mind, featuring a wheelchair accessible entrance, parking lot, and restroom.

For more information or to schedule an appointment, you can contact Soto Law Group using the following information:

Address: 4041 MacArthur Blvd #200, Newport Beach, CA 92660, USA

Phone: (888) 735-7686

When it comes to something as important as your family’s future and your legacy, choosing the right legal partner is paramount. Soto Law Group is a worthy choice for those in California for several compelling reasons. The firm’s primary strength is its focused expertise in estate planning and probate, which allows them to provide a level of knowledge and guidance that is both deep and comprehensive. Their commitment to offering a wide array of services, from basic will and trust packages to highly specialized plans for business owners and families with special needs, means they can cater to a diverse clientele.

What truly sets Soto Law Group apart, however, is the consistent feedback from clients about their exceptional service. Reviews repeatedly mention the team’s ability to demystify the legal process, their patient approach to answering all questions, and their compassionate guidance during difficult times, such as probate. One client noted, "They jumped in right away, took the time to review everything thoroughly, and brought a level of professionalism, clarity, and calm that we desperately needed." This kind of testimony speaks volumes about the firm’s commitment to client care and their ability to deliver results smoothly and efficiently. Another client highlighted that the firm made a daunting task feel "very stress free." For any California resident looking for a legal partner who combines professional expertise with genuine care and a clear, accessible approach to estate planning, Soto Law Group offers a compelling and trustworthy option. Their dedication to ensuring you feel confident and secure in your plans makes them a valuable resource for your family and your business.

Soto Law Group Services

  • Estate Planning Attorney

  • Asset Protection

    We can customize a plan with various levels that are unique to individuals and business entities to determine the appropriate level of asset protection with consideration of insurance, prenuptial and postnuptial agreements, gifting, LLCs, partnerships, corporations, and asset protection trusts.

  • Business Succession Planning

    We can guide you through all steps of the business succession process, including: transferring real estate, drafting buy/sell agreements, establishing LLCs or other business entities, transitional business plans, the review of insurance policies, etc so as to avoid unnecessary taxation and lawsuits.

  • Child Protection Plans

    Our Child’s Protection Plans are a set of instructions and legal documents which you need to have in place to make sure your children are never taken into the custody of Child Protective Services or the care of anyone you wouldn’t want, in the event of your incapacity or death.

  • Custom Estate Planning
  • Estate Planning Consultation
  • Estate Planning Documents
  • Estate Planning Law
  • Estate Planning Package
  • Legacy Planning
  • Probate And Trust Administration
  • Probate Process
  • Real Estate Transfers
  • Retirement Planning
  • Special Needs Estate Planning
  • Supplemental Needs Trusts
  • Trust Reviews
  • Will & Trust Disputes

Soto Law Group Details

  • Accessibility

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Amenities

  • Restroom
  • Planning

  • Appointments recommended

Soto Law Group Photos

Soto Law Group Picture 1Soto Law Group Picture 2Soto Law Group Picture 3Soto Law Group Picture 4Soto Law Group Picture 5Soto Law Group Picture 6Soto Law Group Picture 7Soto Law Group Picture 8Soto Law Group Picture 9Soto Law Group Picture 10

Soto Law Group Location

Soto Law Group

4041 MacArthur Blvd #200, Newport Beach, CA 92660, USA

Soto Law Group Reviews

An average rating of ★5 from 60 user reviews.

teamquestionsdocumentsfamily trustchosetaskorganizedportalwill.i.amfamily planning

★ 5★ 4★ 3★ 2★ 1

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