3 Best Estate Planning Lawyers in Santa Ana, CA

“James M. Kosareff is the leader in the trust administration and probate section of Copenbarger & Copenbarger LLP. He obtained his JD from Western State University. James is a member of the State Bar of California and Orange County Bar Association Trusts and Estates Section and Tax Law Section. He was admitted to the State Bar of California in 1994. James is a certified specialist in Probate, Estate Planning, and Trust Law. James currently manages most probate and trust administration matters, routinely counseling clients and making court appearances on their behalf. He is also involved in the tax and general estate planning areas. Copenbarger & Copenbarger LLP is an experienced law firm with over 150 years of combined legal practice in fields of law. The firm is dedicated to providing high-quality, detailed, and professional work to its clients. The lawyers at Copenbarger & Copenbarger LLP help their clients with the estate administration process to ensure that all loved ones and decision-makers have the information, guidance, and support they need when you are no longer here to provide for them. They look forward to serving you and your family with specialized lawyers in California Estate Planning law and thousands of happy clients. With offices in Santa Cruz, Pasadena, Sacramento, San Diego, San Jose, Santa Ana, Temecula, and Laguna Hills, they are here to protect Californians statewide. The firm offers free seminars and events across California.”

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“Steven F. Schroeder is the principal of The Law Office of Steven F. Schroeder, PC. He completed his Juris Doctor at Western State University College of Law. He is a member of the State Bar of California, American Bar Association, and Orange County Bar Association. Steven is a California Bar Certified Attorney, Enrolled Agent, and California Real Estate Broker with a tax, accounting, and estate planning background. His work is custom-tailored to fit your business and your personal requirements. He looks out for that client’s best interests. Steven has completed 600 estate planning and 500 tax cases. He is also fluent in Spanish. The Law Office of Steven F. Schroeder, PC is a well-known law firm focused on estate planning and taxation. The firm will work with you on a one-on-one basis to design an efficient and effective estate plan that is unique to your objectives. Their mission is to help you in growing and protecting your practice. The Law Office of Steven F. Schroeder, PC provides a full range of estate planning services that consider the special needs of business owners and medical and legal professionals. Their legal and accounting services are designed to save physicians, dentists, and other healthcare professionals both time and money, allowing you the time to run and grow your practice.”

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“Max M Alavi received his JD from the Univ of Houston Law Center. Max concentrates on helping clients establish effective and secure vehicles to pass their assets to their loved ones. He also protects his client's families from the uncertainty and expense of probate and testamentary guardianship matters. He strives to keep trust administration & probate affordable to help trustees & administrators, and beneficiaries avoid the costly litigation resulting from failing to follow the proper trust administration or probate procedures. Max was named to the Top 100 Registry of Business Leaders and Professionals in 2018. Max Alavi, Attorney at Law, APC, is a boutique law firm concentrating on estate planning with multiple locations across Southern California. Their expert lawyers provide top-rated living trust, estate planning, and trust litigation legal services backed by a proven record of success. They can tailor an individualized estate plan to minimize the time your loved ones spend in probate and maximize the assets you leave them. Whether you are attempting to defend an estate against a dispute or you are looking to challenge a will or trust, their experienced lawyers will provide you with the representation you deserve. The firm has offices in Newport Beach, Laguna Hills, and Long Beach.”

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