Newport Beach Estate Planning Attorneys

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.

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.

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 $500 automatic payments. 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!

Meet your Orange County, California estate planning lawyers.

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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.

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