The Law Office of James F. Roberts and Associates is a premier estate planning firm based in Orange County, California, specializing in comprehensive trust and estate solutions. With over three decades of experience and having assisted more than 8,000 clients, the firm stands out for its personalized approach and deep expertise in creating, updating, and administering estate plans.
Founded in 1981, the firm emphasizes client education and peace of mind, offering tailored guidance through every step of the estate planning process. Their team helps individuals, families, and successor trustees navigate complex legal and financial decisions with clarity and compassion, ensuring that each plan reflects the client’s unique wishes and protects their assets and loved ones.
Services Offered
- Estate planning
- Create a will or trust
- Living trust creation
- Tax planning
- Medical planning (medical directives)
- Charitable giving planning
- Update an estate plan
- Changes to trusts
- Estate planning for second marriages
- Marriage-related estate planning
- Personal property planning
- Administer an estate plan
- Trustee duties guidance
- Power of attorney
- Probate assistance
- Beneficiary rights advocacy
- Successor trustee support
- Trust administration
- Durable financial powers of attorney
Serving clients throughout Orange County and surrounding areas including Anaheim, Orange, Villa Park, Yorba Linda, Fullerton, Anaheim Hills, Fountain Valley, Huntington Beach, Placentia, Santa Ana, Irvine, Lake Forest, and La Habra, the firm is dedicated to providing accessible, client-centered legal support.
