United Estate Planning, Inc. is a specialized legal firm based in Anaheim, California, focusing exclusively on estate planning and living trusts. With over 50 years of experience, the firm stands out for its commitment to helping clients protect their assets, avoid probate, and ensure their final wishes are honored without unnecessary financial loss or family disputes.
The firm primarily serves credit union, labor union, and association members, offering personalized and affordable estate planning solutions. Their approach includes direct attorney involvement in preparing and explaining each trust, along with a complimentary 60-day guarantee for any changes. They emphasize avoiding probate costs, reducing taxes, and preventing conservatorship through thorough, client-centered planning.
Services Offered
- Estate Planning
- Living Trust
- Living Will
- Declaration of Intent
- Glossary of Terms
- Last Will & Testament (Pour-Over Will)
- Real Estate Property Transfer(s)
- Certified Summary of Trust
- Medicaid Provision Clause
- Life Insurance Policy Index
- Trustee Instructions
- Durable Power of Attorney – Healthcare (for husband and wife)
- Durable Power of Attorney – General (for husband and wife)
- Burial Instructions
- Funeral Check List
- Guardianship Clause
- Estate Inventory (Schedule ‘A’)
- Complimentary Lifetime Legal Advice Regarding Your Trust
The firm operates in Anaheim and Orange, California, and emphasizes accessibility with services tailored to individual client needs, ensuring each plan reflects personal wishes and provides long-term security.
