Estate Planning

Plan for tomorrow with confidence today.

Your legacy deserves careful planning and expert care. At Fenelli Law Firm, we create customized estate plans that protect your assets, honor your wishes, and provide peace of mind for you and your loved ones.

We can help.
How we support your estate planning goals

How We Help

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Design tailored wills and trusts to reflect your specific wishes.

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Help minimize estate taxes and maximize asset protection.

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Guide you in establishing healthcare directives and powers of attorney.

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Offer ongoing updates to ensure your estate plan grows with your needs.

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Secure your family’s future with thoughtful planning.

Estate planning is about more than distributing assets—it’s about protecting your family and creating a lasting legacy. At Fenelli Law Firm, we work closely with you to understand your unique goals, whether that’s minimizing tax burdens, ensuring your healthcare preferences are honored, or safeguarding your loved ones. Our team provides personalized guidance, demystifying legal complexities so you can feel confident about your decisions.

We offer a comprehensive approach to estate planning, including wills, living trusts, and advanced directives. By addressing every detail, we help you navigate today’s challenges while preparing for tomorrow’s possibilities.

Located in Mission Viejo, we proudly serve families and individuals in our community with care, integrity, and a commitment to excellence. With decades of experience, our firm stands ready to help you plan for life’s most important moments.

Frequently asked questions

Learn more about estate planning.

  • What is estate planning, and why do I need it?

    Estate planning is the process of preparing legal documents like wills, trusts, and directives to ensure your wishes are followed. It protects your family from legal complications and helps preserve your assets for future generations.

  • What’s the difference between a will and a trust?

    A will takes effect after you pass away and often requires probate, while a trust can manage assets during your lifetime and may avoid probate. Both tools can be customized to suit your goals.

  • How does estate planning minimize taxes?

    Strategic tools like trusts and charitable donations can reduce estate taxes. Our team helps you explore options to preserve more of your wealth for your loved ones.

  • What happens if I don’t have an estate plan?

    Without a plan, state laws determine how your assets are distributed, which might not align with your wishes. Estate planning ensures your voice is heard, even after you’re gone.

  • Can I update my estate plan?

    Yes! Life changes like marriage, divorce, or the birth of a child often require updates. We’ll help keep your plan current and aligned with your evolving needs.

  • How long does the estate planning process take?

    It depends on the complexity of your needs, but we strive to make the process as efficient as possible, often completing plans in just a few weeks.

  • How does Fenelli Law Firm assist with estate planning?

    We provide clear, compassionate guidance from start to finish, creating personalized solutions that protect your assets and honor your wishes. Our mission is to make the process stress-free and empowering.

68%

of adults do not have a will.

AARP highlights the widespread need for estate planning to protect families.


Source: www.aarp.org

5%

Probate costs can reduce estate values by up to 5%. The American Bar Association stresses the financial benefits of planning ahead. 


Source: www.americanbar.org

of adults worry about family financial security.

Pew Research underscores the peace of mind that estate planning provides. 


Source: www.pewresearch.org

42%

You deserve the power of great counsel.

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