3 Best Estate Planning Lawyers in Santa Ana, CA

Expert-recommended Top 3 Estate Planning Lawyers in Santa Ana, California. All of our estate planning attorneys actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

8+ YEARS IN TBR
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JAMES M. KOSAREFF

COPENBARGER & COPENBARGER LLP
200 Sandpointe Avenue, Suite 150,
Santa Ana, CA 92707 Directions

Since 1994

Practice Areas:

Estate Planning Living Trusts Wills Durable Powers Of Attorney Advance Healthcare Directive Pet and Gun Trusts Special Needs Planning Elder Law Advanced Estate Planning Estate Administration Business and Tax Planning Estate Litigation Medi-Cal Qualification High-net Worth Estate Charitable Planning Probate Trust Administration Conservatorship Guardianship Business Formation and Governance Tax Planning and Filings Contracts and Agreements Intellectual Property and Technology Employment Law Compliance

"James M. Kosareff is the leader in the trust administration and probate section of Copenbarger & Copenbarger LLP. He completed his JD from Western State University in 1993. James M. Kosareff 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. He is a certified specialist in Probate, Estate Planning, and Trust Law, and he 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 various 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. The firm has offices in other locations in Santa Cruz, Pasadena, Sacramento, San Diego, San Jose, Santa Ana, Temecula, and Laguna Hills. The firm offers free seminars and events across California. Their team is fluent in English, and they accept credit cards. Schedule a free consultation for the first 90minutes.

2026 Highlights: Copenbarger and Copenbarger LLP assists individuals and families in developing comprehensive estate, asset protection, and long-term care plans designed to provide financial security, legal protection, and peace of mind."

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Top Attorneys of North America in 2021-2022
Legions of Honor in 2021
License #174529

Price:

Hourly Rates $100-500

Contact:

(800) 244-8814 (949) 476-2002

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Steven F. Schroeder - Santa Ana, CA Estate Planning Lawyers - Lawyer Portrait Image
Steven F. Schroeder - Santa Ana, CA Estate Planning Lawyers - Law Firm Logo
10+ YEARS IN TBR
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STEVEN F. SCHROEDER

THE LAW OFFICE OF STEVEN F. SCHROEDER, PC
2107 North Broadway, Suite 204,
Santa Ana, CA 92706 Directions

Since 1998

Practice Areas:

Wills Trusts Powers Of Attorney Probate Revocable and Irrevocable Trusts Trust Administration Tax Services Asset Protection Planning Payroll Tax Problems Tax Planning and Compliance

"Steven F. Schroeder is the principal and leading attorney in The Law Office of Steven F. Schroeder, PC. He completed his Juris Doctor at Western State University College of Law in 1997. He is a member of the State Bar of California, American Bar Association, and Orange County Bar Association. Steven F. Schroeder 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. He has completed 600 estate planning and 500 tax cases. The firm is 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 firm provides a full range of estate planning services that consider the special needs of business owners and medical and legal professionals. He is fluent in both English and Spanish.

2026 Highlights: The firm works on a one-on-one basis to create an effective estate plan that is tailored to your goals."

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Top Wealth Manager (Tax and Estate Planning Attorney) by Orange Coast Magazine in 2010 & 2011
License #194967

Price:

Hourly Rates $115-400

Contact:

(714) 480-0529

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

7+ YEARS IN TBR
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MAX M ALAVI

MAX ALAVI APC, OC TRUSTS LAWYER
206 West 4th Street, 3rd Floor,
Santa Ana, CA 92701 Directions

Since 2010

Practice Areas:

Estate Planning Revocable Living Trusts Wills and Pour Over Wills Powers Of Attorney for Financial Decisions Advance Health Care Directives Planning for Incapacity and Emergency Authority Updating Existing Plans After Marriage Divorce or New Children Coordinating Beneficiary Designations and Title Issues Trust Litigation Probate Litigation Trustee Defense Inheritance Disputes Beneficiary Representation Financial Elder Abuse Trust Administration Trust and Will Contests Conservatorship Trustee Removal Surviving Spouse Rights

"Max M Alavi is an initiator of Max Alavi APC, OC Trusts Lawyer who completed his JD from the University of Houston Law Center in 1991. He concentrates on helping clients establish effective and secure vehicles to pass their assets to their loved ones. He also protects his clients' families from the uncertainty and expense of probate and testamentary guardianship matters. He strives to keep trust administration & probate affordable to help trustees and 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 M 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. He is fluent in English and accepts credit cards.

2026 Highlights: The firm helps individuals and families to create a clear and legal plans that protect assets and provide peace of mind."

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License #272099

Price:

Hourly Rates $400-550
Contingency 20%-50%

Contact:

(949) 569-5362 (949) 706-1919

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: