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Estate Plan, Inc.

Preserving Wealth, Protecting Legacies

Business Details

Estate Plan, Inc. is a distinguished law firm specializing in estate planning, trust administration, and probate services. Founded in 2005, the firm is led by State Bar Certified Specialist Leslie Daff, JD, MBA, AEP, who serves as Chair of the Estate Planning, Trust and Probate Law Advisory Commission. The firm's mission is to provide comprehensive estate planning solutions that safeguard clients' legacies and ensure smooth transitions for families.

With offices in Laguna Beach, Irvine, and Aliso Viejo, Estate Plan, Inc. offers a range of services, including:

  • Estate Planning: Organizing and legally structuring assets to ensure they are managed and distributed according to clients' wishes, including wills, trusts, and powers of attorney.
  • Trust Administration: Managing and distributing assets held in a trust after the grantor's death, following the trust's terms.
  • Probate Services: Administering a deceased person's estate, ensuring assets are distributed according to their will or state law if no will exists.
  • LLC and Corporation Formation: Assisting business owners in the formation of legally sound business entities, including C-corporations, S-corporations, LLCs, and partnerships.

Estate Plan, Inc. is committed to providing personalized and effective legal solutions, ensuring clients' wishes are honored and their legacies protected.

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