Thoughtful estate planning for everything you own and everyone you love.

Jerry O'Brien – Orange County, CA

Getting Started

“Each client is special and all are unique. We work together to discover the best ways to protect, control and transfer wealth. We work just as hard to transfer the values that the client has, because people are a lot more than just money”
— Gerard W. O’Brien

Selecting the right attorney to plan your estate can be confusing. The attorney should have a consultative (not a word processing) approach and a thorough understanding of probate, tax, estate planning law, and related topics that permit them to clearly explain a variety of planning alternatives suited to your situation.

If you think you could benefit from our services, please contact us to schedule a consultation. This is a no obligation consultation. After assessing your situation, we will discuss your options and prepare an Engagement Agreement for your approval.