Estate Planning Attorney In Southern California
Estate Planning, Trusts, and Probate Expertise to Protect Your Family's Future
Exactly what you want in a trust attorney. Extremely knowledgeable, very friendly and efficient group and everything was done in a very timely manner.
Westlake Village Estate Planning Client
The Problem with most estate plans? They simply don't work.
Unfortunately, that's the truth. Don't leave a mess and let a judge in California decide what happens to your family when you pass away. You want to take care of your family. A complete and well-crafted estate plan is the way to leave them a final gift .
- Continued Support
- Real Attorney Attention
- Expert Guidance
We're Acorn Law
Our Estate Plans Really Work
Taking care of your loved ones when you pass away shouldn't be difficult. We make it easy to craft a solid and comprehensive estate plan.
I love Acorn Law for the living trust that my attorney has created for my family. He is very knowledgeable, he explained everything to my husband and I in a very simple way ! I feel more protected now and I recommend this Law Firm to people who would like to have a very professional…
Marc and his team were incredible. Marc was very patient with my wife and I. This was a lot as in the amount of assets that needed to be covered… I was actually shocked how professional he was in taking the time he did with us. I had a lot of questions and concerns. He…
Entire staff goes above and beyond! They are incredibly thorough and conscientious. Their kindness and concern and professionalism is unparalleled. They follow up on everything and don’t let anything fall through the cracks. If you do one thing for yourself in 2024, give yourself the gift of having an estate plan. It eases so much…
Very helpful and thoughtful people. I enjoyed working with them a couple of times. They are very knowledgeable.
Marc Mackenzie and all at Acorn Law are great at providing service for estates and their expertise is top notch. Thank you for the great work you do!
We are very pleased with our experience with Acorn Law. Our lawyer, Andy Yun, is knowledgeable and was very helpful guiding us through estate matters.
P. Xuan Thuc R.
Marc at Acorn Law is always professional and available to answer questions or address concerns. He goes above and beyond to help his clients ex: making a house call. His demeanor is comforting while making hard decisions. I’ll always recommend Acorn Law.
Marc and his team were fabulous. The quickly took over the case and everything got done quickly and professionally. They communicated easily and did exactly what they promised. They made a very stressful situation quite easy, giving me peace of mind. I would highly recommend Acorn law for any probate or estate planning needs.
Setting up a Trust is about more than protecting your assets. It’s about taking care of your loved ones when you are gone, and giving yourself peace of mind while you’re still here. I worked with attorney Andy Yun to set up my Trust and am so glad I took the time to do so.…
The selection of a legal advisor is a significant decision. I was referred to attorney, Marc Mackenzie through another legal advisor who was confident that Mr. Mackenzie’s specialized expertise would be well suited for our needs. From start to finish, Mr. Mackenzie and his team are consummate professionals, knowledgeable in their field, as well as…
When it comes to Estate law, we're your guide.
Services that Protect Your Family & Assets
Hands-On, Expert Attorney
When you need an estate plan that actually works for you and your family, we're the right fit.
With an estate plan done correctly, your family knows your wishes. Your assets are preserved. The government doesn’t take any money it’s not owed, and you leave a legacy of love.
Hands-On, Expert Attorney Help
Updating Your Trust
Update and Refine Your Estate Plan with Acorn Law
Has your life changed in a meaningful way? Updating your living trust is important. Big life changes like marriage, divorce, large purchases, births, and deaths of loved ones mean your estate plan needs to be updated.
Hands-On, Expert Attorney
We understand the challenges you're facing. If you've been named as successor trustee of a loved one’s trust, we can help.
Have you recently lost a loved one? We can help administer the trust and keep you out of legal trouble in the process.
We Care About Family
I'm Marc, and We're Acorn Law
You're working diligently to safeguard your loved ones and your assets. Your commitment to their future is commendable.
You want what's best for you family. Great – we have the same goal!
But the complexities of estate planning, trusts, and probate can be overwhelming. It's easy to feel lost in a sea of legal language and decisions. And the stakes are high. The weight of ensuring your family's financial stability and preserving your legacy can be a significant challenge.
That's where we come in. We are your experienced and trusted guide in the world of Estate Planning, Trusts, and Probate. With our expertise and compassionate support, we'll lead you through the intricate maze of these processes, providing clarity and direction every step of the way.
We Set you Up for Estate Plannning Success
This is How We Do It
- Easy Questions
- No Obligation to Proceed
- Learn What's Next
We Work Together to
Craft Your ldeal Estate Plan
- Start To Finish Service
- Comprehensive Planning
- Easy & Thorough Process
Rest Easy Knowing
We're Here for You Through All of Life's Changes
- Lifetime Estate Plan Assistance
- Long-term Support
Frequently asked questions
There are probably other questions you have that are unique to your situation. We can answer those too! Set up a free discovery call below.Schedule Discovery Call
Working with Acorn Law begins with a FREE, 15-Minute Discovery Call with our client care coordinator. Schedule yours now.
Why Do I Need an Estate Plan?
Having an estate plan is like a roadmap for your legacy. It ensures that your wishes are followed when you’re no longer able to express them. Estate planning also helps protect your assets and loved ones, minimizes legal complications, and can reduce stress during difficult times.
I Have An Old Estate Plan. Will It Still Work?
Estates plans should be reviewed and updated as life changes. Your family may have changed, your assets and finances may have changed, your own plans and goals may have changed, and yes, sometimes the law change too. That is why we maintain a long-term relationship with our clients, to ensure their planning is kept up to date and will work when the time comes.
What Happens If I Don't Have an Estate Plan?
Without an estate plan, your assets may go through a lengthy and costly legal process called probate. Your assets might not be distributed as you wish, and disputes among your loved ones can arise. An estate plan helps avoid these issues and gives you control over your legacy.
How Can I Minimize Estate and Other Taxes?
Minimizing estate taxes involves careful planning. Strategies can include gifting, setting up trusts, and other tax-efficient structures. A well-designed estate plan can help you preserve more of your assets for your heirs and beneficiaries.
What Is the Difference Between a Will and a Trust?
A will and a trust both dictate how your assets should be distributed, but they function differently. A will takes effect only upon your passing and goes through probate, a length and expensive court process, while a trust can be active during your lifetime and avoid probate, allowing your family to settle your estate without stepping foot in a courtroom.
How Can I Make Sure My Wealth Stays in the Family?
A well-designed estate plan ensures not just that your estate can be settled without complications and courts, but can also ensure the legacy you leave to your children can continue on to your grandchildren and future generations.
What Causes Estate Plans to Fail?
The two most common problems with living trust centered estates plan that we see are 1) your financial accounts and assets were never properly transferred into the trust and 2) the trust is outdated and has not been updated to reflect your current situation. This is why we have lifelong relationships with our clients, and we work with you to ensure all of your accounts and other assets are properly aligned with your plan.
Can You Work With My Financial Advisor?
Absolutely! We believe in a team-based approach to estate planning and that your professionals should be working together to ensure your estate plan is going to work the way you want it to.