Law Office of Catherine Chukwueke
4.5
Serves Aliso Viejo, CA
3 years in business
The Law Office of Catherine Chukwueke offers legal support in two primary areas:
For California businesses, we provide guidance through the complexities of employment law and contracts, including proactive advice, employee handbooks, workplace training, thorough workplace investigations, and the drafting of essential contracts.
For individuals, we offer comprehensive estate planning services, encompassing wills, trusts, healthcare directives, and ongoing plan reviews.
We are pleased to provide convenient remote support to clients throughout California, with the goal of delivering tailored solutions that safeguard your business and secure your personal future.
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Mason's LDA
4.5
Serves Aliso Viejo, CA
26 years in business
I have an office across the street from the old Hemet Courthouse and an office in Temecula. I am a license document assistant that is license and bond with the state of California with over 30 years experience. We work in San Diego too. We can not give legal advice. I assist clients in LA, Orange County and Palm Spring also.
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SME Mobile Notary
4.5
Serves Aliso Viejo, CA
3 years in business
My name is Sophia Edison smith , I am an independent Notary Public and Loan Signing agent Certified and background checked. I am a Notary 2 Pro graduate and Notary stars continued education member. I am also proficient in GNW , HELOC, both purchase and sellers packages, reverse mortgages, refinance, Construction and commercial loans. For many years as a loan processor I was able to perfect my craft and understand the mortgage industry, in 2022 I decided to open SME Notary to provide the customer service that clients expect . SME Notary offers general notary work, Loan singing Services and Apostilles, estate planning services ,and translation services to handle all of my customers’ needs. covering Los Angeles, Orange and some parts of San Bernardino Counties with over 500 signings in 2024 customer service is key. My motto is "Do it right the first time" and will be there to assist in all notarial matters.
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Adam CFF®- Retirement Financial Fiduciary
4.5
Serves Aliso Viejo, CA
12 years in business
We focus on education, protection, wealth management, income planning, increasing performance, ongoing support, and reducing fees/taxes. Building a plan to live a sound financial future.
Our Professional Services:
*Retirement Income Planning*
Providing income solutions to maintain lifestyle, longevity, and minimize taxes.
*Certified Financial Fiduciary Services*
Work with a Certified Financial Fiduciary.
*Active Wealth Management Services*
A team dedicated to strategic portfolio asset management for all growth & protection purposes.
*Medicare Insurance*
We will help you find the right Medicare Advantage plan for your needs.
*Life Insurance & Long-Term Care Insurance*
Plan to protect you and your loves ones from the unexpected.
*Social Security Optimization*
Collect your social security at the right time to maximize payments.
*Financial Risk Assessment*
Determine if your risk tolerance is balanced correctly and in line with your goals.
*Estate Planning*
Inheritance & estate planning education. (Living Trusts & Wills creation by attorney referrals)
*Strategic Tax Planning*
Strategic tax planning to minimize tax exposure.
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Q&A
1. What does a wills attorney do?
A wills attorney helps clients draft, review, and update wills to ensure their assets are distributed according to their wishes after death.
2. When should I hire a wills attorney?
You should hire a wills attorney when creating your first will, making significant life changes, or wanting to ensure your estate plan is legally sound.
3. How much does it cost to hire a wills attorney?
Costs vary by attorney and complexity but typically range from $300 to $1,000 for a basic will. More complex estate planning will cost more.
4. Can a wills attorney help update my will?
Yes, wills attorneys can assist with updating your will to reflect life changes like marriage, divorce, births, or changes in assets.
5. Do I need a wills attorney if I have a DIY will?
While DIY wills can be valid, a wills attorney ensures your document is legally sound, tailored to your situation, and minimizes potential disputes.
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