Our estate planning practice includes the design, drafting and ongoing maintenance of estate plans so you can live and play comfortably in Orange County and greater southern California.


Plan and protect your legacy.

We created our estate planning practice to handle all of your estate planning documents. If you need an estate plan, are worried about your decade-old plan becoming stale, have just been thrust into the role of successor trustee or a loved one has passed without a plan, we're here to help.

To keep things simple, our plans are always billed at flat rates. Our rates are on the low-end of the estate planning fee spectrum, especially considering the incredible value our estate plan packages provide. That said, you'll likely find online-based estate planning can be less costly.

WHAT DOES AN ESTATE PLANNING ATTORNEY DO?

  • Living and Testamentary Trusts
  • Wills, Pour-Over Wills and Living Wills
  • Durable Powers of Attorney and Advance Directives
  • Property Agreements and Transfers
  • Conduit Trusts for Retirement Accounts
  • Charitable  and Estate Tax Planning

Frequently Asked Questions →

Just remember, people use financial advisors because they want strategic guidance with their investments and they use accountants because taxes can be confusing. In the same way, smart people use estate planning attorneys to design and draft estate plans because the law is confusing and the consequences of getting a plan wrong can have bad repercussions for generations to come.

While thinking about your legacy can be exciting and intimidating at the same time, creating a comprehensive estate plan is an important step to ensure your goals are achieved. The Schlau|Rogers estate plan will allow your hard earned assets to be distributed according to your wishes. We will also protect your family from the unnecessary costs and delays of probate.

 
...a robust estate planning practice that prioritizes your security and peace of mind.
— The Schlau|Rogers Team

Always Free Initial Telephone Calls

Our singular focus is to provide individually-tailored legal advice that allows for a truly personal experience. We want to be your partner in life and business.

Let's work together.


OUR ESTATE PLANNING PRACTICE INCLUDES A WIDE RANGE OF ESTATE PLANNING DOCUMENTS TO FIT YOUR LIFE:

 

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  • A trusts (Survivor’s trusts, Marital Trusts)
  • B trusts (By-pass trusts, Credit shelter trusts, Family trusts)
  • C trusts (Qualified Terminable Interest Property trusts (QTIPs))
  • Children’s trusts
  • Common trusts
  • Irrevocable trusts
  • Revocable trusts
  • Totten trusts
  • Qualified Domestic trusts (QDOTs)
  • Qualifying Subchapter S trusts (QSSTs)
  • Special Needs trusts

Frequently Asked Questions →


Planning opportunities for everyone.

We offer a variety of estate plan packages to help ensure you get an estate plan that is personalized to your needs. While most of our clients choose our middle of the road package, we also offer packages for those that are just looking for the basics or, in the alternative, are looking for us to handle everything for them.

Each estate plan package is built on our core principles: a simplified approach that builds value—real tangible results. We've eliminated traditional barriers so we can deliver cost-effective, yet robust solutions that are typically reserved only for the wealthiest clientele.

Foundation

Our plan for those who don't have many assets, but would like to ensure their minor children are cared for, their health care decisions are made ahead of time and certain individuals can act on their behalf in case of incapacity.

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Wealth

Our plan for those who have assets they would like to ensure are kept in the family, transferred to heirs outside of probate, and sheltered from taxes and creditors where possible. All funding and asset and asset titling in this plan is handled by the client.

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Legacy

Our plan for those who fit our Wealth plan, but would also like total assurance everything will be handled by our team from outset and through the first basic amendment.

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We also offer custom solutions for our clients to make sure budget is not the reason you don't have any estate planning documents. If you're looking for individual documents, we will make our recommendations and accommodate your needs. One of the ways we do this is by implementing a payment option for those in need of estate planning, but find themselves on a tight budget. We call this option our Layaway Payment plan.

Essentially, we offer basic plans for discounted rates. Payment for these plans is often arranged on a pay-as-you-go basis, which is what we call our Layaway Payment plan. Our basic estate plans are available for as little as $250-$500 payments in set amounts. The total cost of a complete, but basic estate plan can be as low as $1,000. That said, if you are looking for individual documents, we can also arrange for that so you can get what you need at low costs, without sacrificing quality.

We want to stress that quality legal representation is paramount to approach to providing your smarter plan in life and business. our Layaway Payment plan allows us to maintain quality, while offering lower rates to clients in need. This option is a common arrangement for those that are receiving social security or are otherwise of limited means at the moment. If this sounds like it would work for you, please get in touch!


Have some trust administration questions?

 

Meet your Orange County, California estate planning lawyers.

 schlau rogers estate planning business law orange county california laguna beach attorney

Joshua Rogers, Principal

Laguna Beach estate planning lawyer.

 
 schlau rogers estate planning business law orange county california laguna beach attorney

Tom Yacko, Of Counsel

Laguna Beach estate planning lawyer.

 
 schlau rogers estate planning business law orange county california laguna beach attorney

Matthew Schlau, Principal

Laguna Beach estate planning lawyer

 

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Live and play comfortably in Orange County and greater southern California, knowing we'll maintain all of your estate planning documents for you.

Once your  plan is finalized, you'll have the option of enrolling in our Client Maintenance Program so you can focus on what's most important to you. As a member, you'll retain us for ongoing guidance, service and support, as well as regular plan reviews and compliance with corporate formalities. We'll also coordinate with other advisors you may have and make sure your estate planning documents are secure and accessible.


Start protecting what you've earned now.


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© 2018 SCHLAU|ROGERS is a California based estate planning and business law firm, serving Laguna Beach, along with all of Orange, San Diego, Riverside, and Los Angeles counties. All rights reserved.