Estate Plan, Inc. - Irvine, CA

Comprehensive Estate Planning and Probate Services in Irvine

Securing your life's work and ensuring that your family is protected across generations requires sophisticated legal foresight. Estate Plan, Inc. provides comprehensive estate planning, probate, and trust administration counsel for individuals, families, and business owners throughout Irvine, Laguna Beach, and across Orange County. Founded in 2005 by Leslie Daff, JD, MBA, the firm combines extensive financial knowledge with authoritative legal experience to design personalized estate plans that minimize probate expenses and mitigate death tax exposure. When you need an attorney with certified legal specialization and a meticulous approach to asset preservation, Estate Plan, Inc. offers exceptional counsel.

Firm founder Leslie Daff is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization, a prestigious credential held by less than one percent of California attorneys. Prior to founding Estate Plan, Inc., she practiced with leading national and regional law firms including Brobeck, Phleger and Harrison LLP, and served as a financial analyst for subsidiaries of major corporations. Holding both a Juris Doctor from Loyola Law School and an MBA in Finance from the University of California, Irvine, she brings a sophisticated financial perspective to estate taxation, wealth transfer, and business entity formation.

Specialized Estate Planning and Trust Practice Areas

Preserving family assets and avoiding drawn-out court battles requires partnering with seasoned estate planning lawyers who tailor every legal instrument to client goals. Core areas of practice include:

• Revocable living trusts and comprehensive estate plans designed to avoid costly California probate proceedings
• Last will and testament drafting, establishing executor designations and clear testamentary asset distributions
• Durable powers of attorney for financial management and advance healthcare directives for medical decision-making
• Trust administration, guiding successor trustees through fiduciary duties, asset inventories, and beneficiary distributions
• Probate estate administration, managing court-supervised distribution of estates through California probate courts
• Special needs trusts, protecting long-term financial resources for loved ones with disabilities without disqualifying public benefits
• Business succession planning and limited liability company formation to shield family assets and corporate holdings
• Preparation of Form 706 federal estate tax returns and high-net-worth generational tax mitigation structures

Recognized Legal Leadership and Client Dedication

Clients seeking to hire an attorney in Irvine choose Estate Plan, Inc. for its consistent record of professional excellence and clear communication. Leslie Daff has been honored with the Martindale-Hubbell AV Preeminent rating, recognized by Southern California Super Lawyers, and awarded a 10.0 Superb rating by Avvo. A contributing author to Continuing Education of the Bar practice guides and regular columnist for the Journal of Financial Planning, she is widely respected by legal peers and financial advisors statewide.

Estate Plan, Inc. prioritizes client accessibility and transparent pricing. Rather than dealing with confusing hourly bills, clients benefit from clear flat-fee arrangements for comprehensive estate planning packages. The firm provides complimentary initial consultations for estate planning and trust administration matters, ensuring prospective clients understand their options without financial pressure.

Protect Your Family Legacy with Estate Plan, Inc.

Failing to establish a valid estate plan can expose your loved ones to months of court delays, family disputes, and substantial probate fees. Deciding to find a lawyer who is a recognized authority in California trust jurisprudence gives your family lasting stability. Located in the Atrium Building on Von Karman Avenue in Irvine, Estate Plan, Inc. is ready to help you preserve your assets and protect your beneficiaries. Contact the Irvine office today to schedule your complimentary estate planning consultation.