Estate Plan, Inc. is a distinguished estate planning law firm serving Orange County, Irvine, and Laguna Beach, specializing in comprehensive estate, trust, and probate matters. The firm stands out through its leadership in the legal community, with founder Leslie Daff serving as Chair of the State Bar of California’s Estate Planning, Trust and Probate Law Advisory Commission and being a State Bar Certified Specialist in Estate Planning, Probate, and Trust Law.
The firm takes a client-centered approach, offering complimentary consultations and emphasizing protection, clarity, and legacy preservation for individuals and families. With a team that includes multiple attorneys licensed in California and Nevada, the practice handles complex matters such as irrevocable trust modifications, Heggstad petitions, and multi-county probate administrations. They are highly recognized, with Leslie Daff consistently named among Orange County’s top attorneys and holding Martindale-Hubbell’s highest “AV Preeminent” rating for professional excellence.
Services Offered
- Estate Planning
- Wills
- Trusts
- Advanced Estate Planning
- Probate
- Trust Administration
- Special Needs Planning
- LLC Formation
- Business Entity Formation
- Corporations
- Form 706 Estate Tax Returns
- Business Startup Services
- Business Succession Planning
- Spousal Property Petitions
- Estate Tax Planning
- Planning for Incapacity
The firm serves clients throughout all California counties, with specific experience in Orange, Los Angeles, San Diego, Riverside, San Bernardino, Santa Clara, Sacramento, and Ventura Counties. Both Leslie Daff and Katie Daff are available to assist clients, bringing a combination of extensive experience and modern legal insight to each case.
