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Orange County Estate Planning & Probate Lawyers

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Handling Estates & Probate Law Throughout Orange County, California

Modern Wealth Law is a full service estate planning and probate law firm with its principal offices located in Irvine, California. The Orange County estate planning attorneys at Modern Wealth Law practice exclusively in the areas of estate planning, asset protection, probate and trust administration. Each estate planning lawyer brings a sophisticated level of understanding to these complex and technical areas of the law. We are dedicated to providing you and your family with the finest legal representation throughout Orange County CA.

Call us now at (949) 371-5003 to schedule an appointment with one of our attorneys, or contact us here.

What is an Estate Plan?

An estate plan refers to the management of your estate. Estate planning may name certain people to be in charge of financial and medical decisions and guardians for minor children and it may also direct the distribution of your estate, either before or after your death. Generally, when an Orange County estate planning attorney at Modern Wealth Law prepares an estate plan for you, it will consist of the following documents: 1) Trust; 2) Will; 3) Durable Power of Attorney; 4) Advance Health Care Directive; 5) Trust Certification; and 6) Other Ancillary Documents. These documents are referred to as your estate plan. Each estate plan is prepared pursuant to the laws of the Federal Tax Code, California Probate Code and relevant county laws (e.g. Orange County, Los Angeles County, etc.).

Why Choose Us?

Certified
Specialist In estate planning,
probate and trust law
The California State Bar requires that each Estate Planning Specialist has the required level of skill, expertise and experience in the area of Estate Planning, Probate and Trust law to become a Board Certified Specialist. Board certification requires proving your qualifications in Estate Planning, Trust and Probate Law through a rigorous application process, a day-long written exam and through independent inquiry and review by others in the estate planning community.
Longevity
We like to think that when you choose us as your estate planning attorney it is the beginning of a life-long relationship. If your lawyer is retired or deceased when you need to make changes to your estate plan in the future, you will be left starting from scratch with another attorney. This will lead to frustration and additional costs. Each Orange County estate planning lawyer at Modern Wealth Law will be available to guide not only you, but also your family’s next generation.
Big Firm
Experience Without the cost
Each Orange County estate planning lawyer at Modern Wealth Law comes from the biggest and most well-known estate planning firms in the country. We provide the same expertise of the big firms, however, due to our smaller footprint, we are able to provide a more responsive and personalized service to our clients. We are able to provide this customized first-class service for each of our clients at a more reasonable cost compared to the big firms.
Trusted In the community
Our trust in the community runs deeper than estate planning. John L. Wong is also the Commissioner of John Wayne Airport in Orange County where he oversees the various projects by airport staff. Anh P. Tran is on the board of Impact Giving in Orange County California. Her all-women charity, provides thousands of dollars to Orange County organizations every year. We have also been published in national newspapers discussing the issues of estate planning.

Our Orange County Estate Planning Lawyers

John L. Wong, Esq.

John L. Wong is the Managing Shareholder of Modern Wealth Law, APLC. John advises individuals and families on all aspects of estate planning, probate, asset protection and trust administration. His clients range from young professional couples wanting to ensure the care of their young children, to business owners concerned with business succession and asset protection. John believes that estate planning is not about planning for death, but planning for life and ensuring your wishes are fulfilled, while having protections in place should the unexpected occur.

Tiffany K. Chiu, Esq.

Tiffany K. Chiu is a Partner at Modern Wealth Law, where she excels as an estate planning attorney serving individuals, families, and small business owners residing in Orange County. With her extensive knowledge and experience, Tiffany offers a wide range of services tailored to the unique needs of her clients. Whether she is assisting singles in developing their estate or providing support to retired couples managing a fixed income, Tiffany's expertise ensures a customized estate plan for each individual.

Our Five-Step Process

If you are like most people starting the estate planning process, you probably don’t have a full understanding of what is involved.

Call

Introductions
Client Goals
How We Can Help
Design
Meeting

Review Intake Form
Education
Design
Flat Fee Quote
Drafting
& Review

Customized Drafting
Client Review
Client Revisions
Signing

Bring ID
Witness and Notarize
Funding

Real Estate
Business Interests
Financial Accounts

Awards & Recognition

Forbes

Orange County Register

Financial Planning

Super Lawyers

Avvo

Google Reviews

Yelp

California Business Journal

State Bar of California

Working Mother

Testimonials

John Wong did a great job of sitting down with me and explaining the benefits of a trust over a will. He and his staff communicated clearly and often, and were fast and thorough with my paperwork.

Laronda L.Google

Both my husband and I are lawyers, and John answered all our questions in an accessible but not over simplified way, ensuring we understood the consequences of each decision. Everyone at the office was friendly and professional as well.

Zoe S.Google

John and his team were very professional and efficient in helping my wife and I to update our trust and estate planning documents. We would highly recommend him to anyone with significant assets to ensure preservation of your intent.

Gene R.Google

We have used Modern Wealth in three capacities over the last five years. We first visited John for legal advice regarding an existing will. We then returned to him to ask his assistance in settling that estate. That settlement has been a lengthy and complicated process. However, John has put our minds at rest knowing that it is being completed...Read More

Big ALGoogle

John Wong and his team were extremely helpful in guiding me and my family with our estate planning. He was responsive, very professional, and an absolute pleasure to work with. I am extremely satisfied with the results and my overall experience with him and his team. I highly recommend him for all your estate planning, trust, and probate law needs.

AvilaYelp

Since becoming parents to two young children, my husband and I discussed the importance of getting our “lives in order” – which included creating a family trust. John and Modern Wealth Law team met with us on numerous occasions to ensure our trust is what we needed and were satisfied with. In creating the trust, they made sure our home...Read More

Sachi T.Yelp

I used John Wong to amend our family’s trust. We wanted to make some small changes and our previous attorney had since retired. We realized at that point that we needed an attorney that would more likely be around for all of our family’s changes. Modern Wealth Law has a great family feel, and it didn’t feel like an old...Read More

Les R.Yelp

I used Modern Wealth Law to set up our family’s trust, wills and other estate planning documents. I never knew that estate planning could affect so many different issues, including income taxes for my kids. As parents of young children, our main concern was taking care of them. We talked about several options that fit our family’s needs, especially for...Read More

Justin W.Yelp

John was super knowledgeable. I found him on Yelp and was immediately impressed when we spoke by phone. However, my husband was reluctant because he said he looked young in his picture. When we met in person, my husband (former tax guy) drilled him on tons of tax questions. John smiled and answered all of the questions in a way...Read More

Casaundra M.Yelp

Growing up I never thought I would ever get a trust nor did I ever want to spend money on that. I came from immigrant parents, and the importance of a trust was foreign me. But after the birth of my daughter, that all changed. My wife and I talked about making sure everything we had was protected for my...Read More

Danny N.Yelp

I reached out to MWL in hopes of getting some questions answered re: Medi-Cal planning and revocable trusts after checking out their website (which has a lot of great information on Medi-Cal planning, BTW)). John responded shortly and made himself available for a call. I found him to be knowledgeable and up-to-date on the latest regulations. He willingly shared information...Read More

Liv H.Yelp

I needed help with estate planning and protecting my assets from probate. However, we also discussed various asset protection options and ways to minimize income taxes, property taxes and estate taxes. I could have tried to do it myself, but after going through the process with John, I realized there were so many things I did not know. I would...Read More

Michael G.Yelp

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