Business Details
9 Years
experience
Your Trusted Estate Planning Legal Partner in Placentia, CA
California Estate Planning Services is a boutique law firm dedicated to providing comprehensive legal solutions in estate planning, trust litigation, conservatorships, probate, and elder law. Our practice emphasizes attorney-client communication, prioritizing active listening to align legal strategies with clients' values and family needs. We specialize in crafting customized estate plans that ensure peace of mind, while our litigation team focuses on delivering results through efficient dispute resolution in trust, elder abuse, and probate matters.Our approach balances legal expertise with compassionate guidance, emphasizing cost-effective solutions and avoiding unnecessary court involvement whenever possible. We serve clients with a particular focus on senior care planning, Medi-Cal eligibility, and Proposition 19 compliance for real estate transfers.
Services
Estate Planning
Trust Litigation
Conservatorships
Probate
Medi-Cal Planning
Elder Abuse Cases
Will Creation
Trust Administration
Proposition 19 Planning
Guardianship
Details
- Year established: 2017
Highlights and features
- We offer specialized expertise in California estate law with personalized attention
- Our team provides clear communication and transparent legal guidance
- We prioritize cost-effective solutions avoiding unnecessary litigation
- We combine technical legal knowledge with compassionate client support
- Our practice addresses both planning and dispute resolution needs
What people say
Deep knowledge
Genuine empathy
Excellent advice
Compassionate and pleasant
Thorough and competent
Services
Estate Planning
Our estate planning services create comprehensive legal frameworks for asset distribution and incapacity planning. We specialize in wills, trusts, powers of attorney, and healthcare directives tailored to individual family dynamics. Our approach ensures legal compliance while maintaining personal control over your legacy and medical decisions.
Trust Litigation
We handle contested trust matters involving undue influence, elder abuse, and administration disputes. Our litigation process begins with informal resolution attempts before pursuing formal court action. We protect beneficiaries' rights through discovery, accounting reviews, and courtroom advocacy when necessary.
Conservatorships
Our conservatorship services establish legal frameworks for managing loved ones' affairs when they lose decision-making capacity. We guide families through court proceedings while exploring alternatives like durable powers of attorney. We help establish both financial and medical decision-making authority through proper legal channels.
Probate
We assist with probate proceedings for estates lacking proper planning documents. Our services include executor support, asset inventory, debt settlement, and court representation. We help navigate California's probate process while minimizing delays and costs for grieving families.
Medi-Cal Planning
Our Medi-Cal planning services help qualify for long-term care benefits while preserving assets. We implement strategies that comply with current regulations, including the 2024 policy changes eliminating asset tests. We help families navigate nursing home cost assistance while maintaining financial security.
People
Joshua Ramirez
Founder
Attorney Joshua Ramirez specializes in estate planning and litigation with over 15 years of legal experience. He focuses on personalized solutions for complex estate matters while maintaining compassionate client relationships.
Tessa Roberts
Attorney
Attorney Tessa Roberts provides expert legal counsel in estate planning and trust administration. She combines technical expertise with clear communication to help clients create effective estate plans tailored to their specific needs.
Kelsey B. Cooper
Attorney
Attorney Kelsey Cooper specializes in probate and elder law matters. She brings a client-focused approach to resolving complex estate issues while maintaining strong advocacy for clients' interests in court proceedings.
Kim Castaneda
Paralegal
Paralegal Kim Castaneda supports estate planning and litigation cases with over 10 years of legal experience. She assists with document preparation, client communication, and case management for efficient legal processes.
Lyly Aguilar
Paralegal
Paralegal Lyly Aguilar provides essential support for estate planning and probate matters. She assists clients with document preparation and maintains organized case management throughout the legal process.
Questions
What is the difference between a will and a trust?
A will only takes effect after death and requires probate court, while a trust operates during your lifetime and can avoid probate. Trusts also provide for asset management during incapacity and offer more control over asset distribution.
How does trust litigation work in California?
Trust litigation involves challenging or defending trust documents through formal court proceedings. Our firm handles disputes related to undue influence, elder abuse, and trust administration issues with a focus on efficient resolution.
What are the new Medi-Cal planning requirements?
As of 2024, Medi-Cal no longer has an asset test but maintains income requirements. We help clients navigate these changes to qualify for long-term care benefits while protecting their assets.
How can Proposition 19 affect real estate transfers?
Proposition 19 requires reassessment of inherited properties unless they're primary residences meeting specific requirements. We help clients implement strategies to preserve property tax benefits for real estate transfers.
What is a conservatorship and when is it needed?
A conservatorship is a court-ordered arrangement for managing someone's financial or medical decisions when they lose capacity. It can often be avoided through proper estate planning documents like powers of attorney.
