Company: OC Wills and Trust Attorneys
Industry: Legal – Estate Planning, Asset Protection, Veterans’ Benefits
Elevator pitch: At OC Wills and Trust Attorneys, your customized estate plan can be completed within 1 week of your initial meeting with us. There is no need to provide extensive financial information. We also offer flat-fee services that are agreed to in advance. We know how busy life can be, and sometimes estate planning gets pushed to the bottom of your To Do list. We want to change that by making the Estate Planning Process as simple and convenient for you as possible. OC Wills and Trust is Estate Planning, Simplified.
Been in Business Since: 1992
Why did you choose your field of work?: The most rewarding aspect of our work is the relationships we build with our clients, the fulfillment we receive from knowing that we’ve provided something of value to the client and their families, and the peace of mind they get from setting up an estate plan and establishing a legacy for their children.
Location: Irvine Spectrum
Best advice you’ve ever received: Live deliberately.
Ideal collaboration/partnership: Businesses with clients that would benefit from customized estate planning services.
What is your favorite part about ROC?: We love the feeling of community here and all that the amazing ROC team has done to assist our firm!