Our estate planning practice includes the design, drafting and ongoing maintenance of estate plans so you can live and play comfortably in Laguna Beach and greater Orange County.
Protect your family, hard-earned assets and legacy with an estate plan.
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.
FIND YOURSELF WONDERING, “DO I NEED AN ESTATE PLAN?”
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
You might be wondering, “Why should I use an attorney for my estate planning?” 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.
Always Free Initial Consultations
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:
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))
Qualified Domestic trusts (QDOTs)
Qualifying Subchapter S trusts (QSSTs)
Special Needs trusts
Estate 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.
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.Learn more
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.Learn more
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.
Joshua Rogers, Principal
Laguna Beach estate planning lawyer.
Tom Yacko, Of Counsel
Laguna Beach estate planning lawyer.
Matthew Schlau, Principal
Laguna Beach estate planning lawyer
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.
Where can I find an estate planning attorney near me? Get in touch.
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© 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.