Estate Planning Attorney in Laguna Hills, CA | Confidential Consultations

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Trusted Estate Planning Attorney in Rancho Santa Margarita California

Protect your family, safeguard your assets, and build a lasting legacy with customized estate plans designed for Rancho Santa Margarita families.

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Call (949) 377-2996
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Introduction

Estate planning is one of the most meaningful steps you can take to protect your family’s future, especially in a community like Rancho Santa Margarita where planned neighborhoods, strong home values, and active family living make thoughtful planning essential. At Pevney Estate Planning, we offer clear attorney led guidance to help you create a living trust, will, or full estate plan tailored to your goals and the assets you want to protect.

 

Whether you live near Lago Santa Margarita, in Dove Canyon, Robinson Ranch, Las Flores, or throughout the master planned neighborhoods surrounding Santa Margarita Parkway, we create estate plans that simplify complex decisions and give you confidence that your loved ones and assets are secure both now and for generations to come.

ESTATE PLANNING ESSENTIALS

The Key Elements of a Complete Estate Plan

Every family’s situation is unique, but the foundation of a strong estate plan often includes these essential documents. Michael ensures each one protects your estate, avoids probate, and gives your loved ones peace of mind.

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Revocable Living Trust

Protect your assets, avoid probate court, and keep your estate private.

A Revocable Living Trust is the cornerstone of most estate plans. It allows you to manage your assets during your lifetime and determine exactly how they’ll be distributed after your passing. Because it’s “revocable,” you can change or dissolve it at any time while you’re alive. This flexibility makes it ideal for families who want control and privacy. By transferring your assets into the trust, you avoid probate—the lengthy, public, and often expensive court process. Your successor trustee will step in to manage your affairs seamlessly if you become incapacitated. This ensures your loved ones can access funds quickly when needed. It also helps protect your estate from disputes and delays. Many California families prefer this approach because it keeps their financial matters private. A Revocable Living Trust provides peace of mind knowing your wishes are honored without unnecessary court interference.

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Pour-Over Will

Ensure any remaining assets are transferred into your trust smoothly.

A Pour-Over Will works hand-in-hand with your Living Trust to ensure no assets are left behind. It acts as a safety net for any property you didn’t title into your trust during your lifetime. When you pass away, this Will “pours” those remaining assets into your trust. This ensures your estate plan remains consistent and complete. While assets covered by a Pour-Over Will may still go through probate, the process is typically simpler. It also allows you to name guardians for minor children, ensuring they are cared for by people you trust. Having both a Trust and Pour-Over Will gives you full coverage and control. Without it, assets outside your trust could be distributed through California’s default inheritance laws. This simple yet powerful document ties your estate plan together. It ensures your loved ones are protected and your intentions are carried out smoothly.

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Durable Financial Power of Attorney

Authorize someone you trust to manage financial matters if you cannot.

A Durable Financial Power of Attorney gives a trusted person authority to handle your finances if you’re unable to do so yourself. This can include paying bills, managing investments, filing taxes, or even selling property. The term “durable” means it stays valid even if you become incapacitated. Without it, your family might need a court-appointed conservator to access your funds. This document ensures your financial life continues uninterrupted during difficult times. You can choose the powers your agent has—broad or limited—depending on your comfort level. It’s also a crucial tool for business owners or retirees managing complex assets. A properly drafted Power of Attorney prevents delays and confusion when decisions must be made quickly. Your chosen agent can act immediately on your behalf. With this in place, you maintain control and protect your family from unnecessary legal complications.

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Healthcare Power of Attorney

Give a trusted person the authority to make medical decisions on your behalf.

A Healthcare Power of Attorney lets you appoint someone to make medical decisions for you if you’re unable to speak for yourself. This trusted person—your healthcare agent—ensures your wishes are followed in hospitals and emergencies. It’s an essential companion to your Advance Directive. Without it, doctors may turn to default family members who might not know your preferences. You can specify the treatments you’d want—or wish to avoid—under different situations. Your healthcare agent can also choose doctors, manage medications, and coordinate care. This document brings clarity and comfort to your loved ones during stressful times. It also avoids conflicts between family members over medical choices. Appointing a strong, compassionate agent ensures your values guide every decision. It’s one of the most personal and protective parts of your estate plan.

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Advanced Directive

Clearly state your healthcare wishes to avoid confusion during emergencies.

An Advance Directive allows you to express your medical and end-of-life wishes clearly in writing. It outlines what types of care you do or don’t want if you can’t communicate. For example, you can specify whether you’d want life support, resuscitation, or pain relief. This ensures doctors and family members respect your values and faith. It also reduces guilt or confusion for loved ones who might otherwise have to guess. In California, an Advance Directive is recognized by hospitals statewide. It often works alongside your Healthcare Power of Attorney. Together, they provide full medical decision protection. Updating your Advance Directive after major life events keeps it relevant. It’s an act of love that gives your family guidance and peace during emotionally difficult moments.

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HIPAA Waiver

Allow family members access to important medical information when it matters most.

A HIPAA Waiver allows healthcare providers to share your medical information with people you designate. Without it, even close family may be denied updates due to privacy laws. This form gives your loved ones the ability to talk to doctors, access test results, and coordinate care. It’s especially useful during hospitalizations or emergencies. The waiver doesn’t give decision-making power—it only allows communication. You can name multiple people to ensure someone is always reachable. Keeping this document up to date prevents unnecessary stress or confusion. It also helps your healthcare agent make better decisions with full information. In estate planning, this small form can have a big impact. It ensures your care team and family work together seamlessly.

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Certificate of Trust

Simplify the transfer of assets without exposing your full trust document.

A Certificate of Trust is a summary of your full trust document used to verify its existence without disclosing private details. Banks, title companies, and financial institutions often require it before allowing trust-related transactions. It lists key information such as the trust’s name, date, and trustee authority. This protects your privacy by keeping the trust’s full terms confidential. You can use it to transfer property, open accounts, or update beneficiary records. It simplifies the process of proving ownership and control. Having an updated Certificate of Trust avoids delays when managing assets. It also ensures smoother communication with financial professionals. Always keep a copy available when handling trust-related matters. It’s a simple yet essential tool for everyday estate management.

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Final Wishes & Burial Instructions

Ensure your personal wishes are honored during a difficult time.

Final Wishes and Burial Instructions ensure your loved ones know exactly how you’d like to be remembered. This document covers burial, cremation, funeral preferences, and even memorial details. It can also include guidance for music, readings, or charitable donations. Planning this in advance relieves emotional and financial pressure on your family. It prevents disagreements and confusion during a time of grief. You can store it with your trust or provide copies to trusted family members. Including this in your estate plan shows care beyond financial matters. It preserves your legacy and provides closure for loved ones. You can also include notes, letters, or spiritual instructions. With your final wishes documented, your family can focus on healing and remembrance.

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Nomination of Guardians for Minor Children

Protect your children’s future by choosing who will care for them.

A Nomination of Guardians ensures your children will be cared for by people you trust if something happens to you. In California, this legal document guides the court when appointing guardians. You can name both a primary and backup guardian. It also allows you to separate who raises your children from who manages their finances. This provides flexibility and protection for your family’s future. Without it, the court could choose someone you wouldn’t have preferred. Your guardianship wishes can include education, religion, and lifestyle guidance. Reviewing this document regularly ensures it stays current with your family’s needs. It’s one of the most heartfelt steps a parent can take. By naming guardians, you safeguard your children’s well-being and emotional security.

Why Rancho Santa Margarita Families Choose Us

Local Experience. Personalized Planning. Attorney Led Guidance.

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Local Insight

Your estate plan is created with an understanding of Rancho Santa Margarita neighborhoods, property values, and family needs.

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Transparent Process

Clear steps, clear communication, and no surprises.

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Attorney-Led Planning

Your estate plan is created directly with an experienced estate planning attorney.

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Flexible Appointments

Meet in office, virtually, or by phone.

CLIENT FEEDBACK

Trusted by Families Across Orange County

With over 18 years of legal experience in Orange County, Michael Pevney dedicates his practice exclusively to estate planning. Families in Laguna Hills, Mission Viejo, Irvine, and throughout Orange County rely on his guidance for living trusts, probate, and personalized legacy planning, built on proven results and trust.

What our customers are saying

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I already have a trust set-up from 2008 but wanted to be sure nothing needed to be updated or changed so I made an appt. with Pevney Estate Planning. I couldn't be happier that I did...
Nancy Hulse
Nancy HulseEstate Planning
I'm an attorney who was going to draft my parents trust, unfortunately I had no time to do so. Pevney Estate Planning was recommended to me by a coworker. Very happy that we were able to use..
Ray Diaz
Ray DiazEstate Planning
I have been a local litigation attorney for 43 years. I retained attorney Pevney to provide legal services relative to a time sensitive probate issue and personal legal need. Mr. Pevney was professional...
W. DOUGLAS
W. DOUGLASProbate
I found Michael on Tiktok where he has a lot of great content on estate planning. I was able to complete my trust in confidence through zoom meetings, and email, where he answered my...
Barbara Mastman
Barbara MastmanLiving Trusts
As a notary in San Diego, I had the pleasure of working with Michael Pevney the estate planning attorney in Orange County, and my experience was exceptional. Michael provided clear...
Siri Bhumnugkij
Siri BhumnugkijEstate Planning
Working with Michael Pevney has been easy and efficient. When searching for an estate lawyer, I felt unsure and uninformed, Michael provided my husband & I with all of the necessary information...
Lucino Salgado
Lucino SalgadoEstate Planning
Michael is an exceptionally genuine and wonderful individual! My husband and I had a brief consultation call with him to seek some fundamental guidance. We are relatively young...
Rachel Kaz
Rachel KazEstate Planning
Michael made the estate planning experience very easy. We are now able to scratch this off the bucket list. Thank you for your professionalism and patience in answering all of our questions...
Steve Bausch
Steve BauschEstate Planning
I recently had the opportunity to conduct a mobile notary appointment for estate attorney Michael’s clients. Attorney Michael, participating via Zoom, expertly guided his clients...
Joann Gates
Joann GatesEstate Planning

Estate Planning Considerations Unique to Rancho Santa Margarita California

Rancho Santa Margarita is known for its well planned communities, scenic foothills, and family centered neighborhoods. Homes in areas such as Dove Canyon, Robinson Ranch, Rancho Cielo, and Las Flores have appreciated significantly over the years and often exceed California’s probate threshold. Without proper planning, families may face lengthy and costly probate proceedings.

Many residents also hold retirement accounts, employer stock plans, investment properties, or multi state assets that require strategic estate planning. Some families maintain multiple generations under one household, which increases the importance of clarity in guardianship and inheritance decisions. Our attorney prepared estate plans are tailored to these local realities to ensure your estate is properly structured and aligned with your long term goals.

CLEAR & SIMPLE PROCESS

How Our Estate Planning Process Works

Michael Pevney makes the estate planning process straightforward. From your first consultation to signing your documents, each step is designed to secure your assets and simplify probate. Families in Laguna Hills, Irvine, Mission Viejo, and across Orange County trust Michael to guide them with clarity and care.

01.

Free Strategy Session

Schedule a complimentary 30-minute consultation (phone or video) to discuss your family, assets, and goals.

02.

Personalized Planning

We provide simple forms to help you organize your financial information and decide who should be included in your estate plan.

03.

In-Depth Review

Meet with Attorney Michael (virtually or in person) to review your wishes and finalize the details of your plan.

04.

Draft & Revisions

We prepare your estate planning documents and walk you through changes until everything feels complete.

05.

Signing & Notarization

Once finalized, we meet to sign and notarize your estate plan, making it legally binding.

06.

Trust Funding

We assist with transferring assets (like your home) into your trust so your plan works exactly as intended.

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Serving Rancho Santa Margarita and Surrounding Orange County Communities

We proudly serve families across Rancho Santa Margarita, including Dove Canyon, Robinson Ranch, Rancho Cielo, Las Flores, and neighborhoods surrounding Lago Santa Margarita. We also support nearby areas such as Mission Viejo, Ladera Ranch, Coto de Caza, Foothill Ranch, and Trabuco Canyon.

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FREQUENTLY ASKED QUESTIONS

Estate Planning Questions for Rancho Santa Margarita Families

What documents are included in a complete estate plan?

Most plans include a living trust, will, financial and medical powers of attorney, and healthcare directives.

Most local homes exceed the state’s probate threshold. A living trust is the most effective way to avoid probate.

Most attorneys recommend reviewing your plan every three to five years or after major life events.

Yes. A revocable living trust can be changed or updated as life evolves.

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CONTACT US

Ready to Protect Your Family’s Future?

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25201 Paseo De Alicia Suite 140, Laguna Hills, CA 92653

Call (949) 377-2996

[email protected] 

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SECURE YOUR LEGACY

Start Planning for Your Family’s Future Today

With over 18 years of legal experience in Orange County, Michael Pevney focuses on estate planning to help families protect assets, avoid probate, and secure their legacy with confidence.

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