Wills, Trusts, & Trust Administration
Flat-fee planning and practical guidance for California families. We design complete, California-compliant plans and support trustees and personal representatives when someone passes—so your family has clear steps, clear fees, and fewer surprises.
​
Revocable Living Trusts — Custom trust, pour-over will, durable power of attorney, and advance health care directive, with help funding your trust.
Wills & Powers of Attorney — Valid, California-specific documents to name guardians and decision-makers and avoid gaps.
Trust Administration — First-30-day checklist, required notices, valuations, accounting cadence, and beneficiary communications
You Worked Hard
Don't let it go to waste.
Ensure that you have a correct estate plan put in place by working with a dedicated trust and estate attorney. At Peninsula Estate Planning, we will work to provide a personal estate plan to you, so that your wishes will be respected after your passing.
​
Help protect your partner, your children, or anyone else significant in your life by planning ahead. Work with us to determine whether a trust or a will is right for your personal situation. If not, the state will decide for you, regardless of your wishes.​
​
At Peninsula Estate Planning we focus on helping individuals and families navigate the complexities of estate planning and probate law. We believe that everyone should have access to affordable estate planning services, which is why we focus on providing affordable trusts and estate planning services that are accessible to a wider range of clients.
Practice Areas
Protect you and your family.
Manage your trust during and after your life.
Protect you and your family from litigation.
Estate Planning FAQs
1 / Do I need a living trust in California to avoid probate?
Usually, yes if you own a home or other real property. A properly funded revocable living trust keeps most assets out of court and allows your successor trustee to manage and distribute them privately. Assets that stay outside the trust (or lack beneficiary designations) may still require probate in the Orange County Superior Court.
2 / How much does an estate plan cost?
In Orange County, a tailored revocable living trust plan typically ranges $2,200–$3,500 for one person and $2,800–$4,200 for a couple, with complex/ blended-family or tax-aware designs (e.g., QTIP provisions, protective subtrusts) ranging from $4,500–$7,500.
​
​Our flat-fee trust packages are competitively priced for Orange County—often below what many local firms charge for comparable attorney-drafted plans—while still providing experienced, attorney-led counsel and clear deliverables; final fees depend on complexity, and we’ll quote a firm flat fee in writing after a brief consult.
3 / How fast can we complete a living trust?
Most standard plans are completed in 3–4 weeks from the design meeting to signing, faster if needed.
3 / What should I bring to the first meeting?
A list of family members/decision-makers, property addresses, and a snapshot of accounts/beneficiaries.
3 / Can you review and update an existing trust?
Yes. We review your current documents, advise on updates, and amend or restate the trust when appropriate.
Contact Peninsula Estate Planning
Address
Mission Viejo, CA 92691
Tel: (949) 593-3947