WHAT WE DO

WE HELP PROTECT YOU, YOUR FAMILY, AND YOUR FINANCIAL LEGACY

We protect families through estate planning. There are a lot of fallacies that surround what an estate plan is and when you need to get one, but if you remember anything remember this . . .

 

"An estate plan is just a collection of documents designed to protect you, your family, and your financial legacy. In that order!"

 

It is a plan that has immeasurable value when you eventually need it, and we are here to help make sure it is done right. Christopher Gipe is a top estate planning attorney in Orange County and is well versed on the issues unique to this area and the needs of his clients because he grew up here.

 

Keep reading to learn more about the services we offer.

 

If your interested to find out who needs and estate plan, click the button below to learn more! 

Palm Trees
Family
Protection Plan

This plan is for the Family who has limited assets, or whose assets don't have to go through the court process called probate. However, they want to guarantee their minor children are well cared for no matter what by whom they choose. This plan also ensures that their health care wishes are turned into directives and their loved ones are able to access their assets using a durable power of attorney if they become incapacitated.

Click the link below to schedule an appointment or free discovery phone call.

Surfers
Probate
Avoidance Plan

This plan is for the Family who wants the peace of mind of knowing that their Family Wealth will be transferred to their heirs in the easiest and most convenient way possible all within the privacy of our office without any court involvement. 
 
Clients choosing the Trust plan also have the additional option to protect their beneficiary’s inheritance from lawsuits, spouses and estate taxes.

Click the link below to schedule an appointment or free discovery phone call.

Pebble Beach
Total
Assurance Plan

The Total Assurance Plan is for the Family who wants all of the benefits and peace of mind of the Trust Plan AND the comfort of knowing that all asset transfers will be taken care of by our office.

This plan is ideal for busy families who want to invest the least amount of personal effort and the greatest amount of convenience and care. Our office handles everything from start to finish!

Click the link below to schedule an appointment or free discovery phone call.

 
 
 
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.