(949) 304-8433
(949) 304-8433
Legal Life Planning for Families
Estate Planning | Wills | Trusts
ONLINE Estate Planning in Irvine and Throughout California
Welcome!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events. If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
Beatrice Phan
This quick guide helps you learn how to make the smart and loving choice for your family
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Recent Blog Posts
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Happy Clients
Ben and Ann C.
It was such a great experience working with Beatrice. She took the time to consider every detail and answered every question we had. She developed a plan that is perfect for our family and we feel at ease knowing that a plan is in place for our children should something unexpected happen to us.
Jeff T.
Beatrice did a great job creating our family's living trust. I have consulted three estate planning attorneys in the past. Beatrice is the most responsive and detail oriented one I have worked with. Her services include more than a typical trust and she provides a lot of legal insight. Emails were replied to, special requests were handled, questions were always answered. Would highly recommend.
Have Kids at Home?
Then You Need to Name Legal Guardians. Do It Here for Free.
If you have children, you likely worry about what would happen to them if something happens to you.
At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we've created a website to make it easy and you. You can name guardians for your kids for free.
Once you name guardians for your kids, you will rest easy at night knowing for sure...What would happen to your kids if something were to happen to you?
Office Hours
Monday 9:00AM-6:00PM
Tuesday 9:00AM-6:00PM
Wednesday 9:00AM-6:00PM
Thursday 9:00AM-6:00PM
Friday 9:00AM-6:00PM
Saturday closed
Sunday closed
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Beatrice Phan Law, PC
38 Corporate Park
Irvine, CA 92606
(949) 304-8433
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