Estate planning & document preparation · Newport BeachCall (949) 251-8877
PERKINSPersonal Quality Service

Estate planning & document preparation, Newport Beach

Protect your family, preserve your wishes, across generations.

Over the past 20 years, we have helped thousands of people plan for the future. Schedule your complimentary consultation, or ask for a review of the plan our office prepared for your family.

New to PerkinsStart an inquiryTell us what you need. A few questions, then pick a consultation time.Our family has a Perkins planRequest a plan reviewA complimentary telephone consultation to see whether an update may be appropriate.

Four ways we help

Start with what your family needs now

Each path explains who it helps, how the process works, what to prepare, and the next step.

01

Estate Planning & Plan Reviews

For parents with young children who need a first plan, and for families whose plan needs a review.

Who it helps, the process, what to prepare02

Trust Administration

For successor trustees who have just stepped into the role after a death or incapacity.

Who it helps, the process, what to prepare03

Probate Administration

For families settling an estate through the court, with or without a will.

Who it helps, the process, what to prepare04

Trust Disputes & Beneficiary Concerns

For beneficiaries and trustees facing a disagreement over a trust.

Who it helps, the process, what to prepare

How it works

From your first call to continuing care

  1. InquiryCall or start online. We confirm what you need and explain the next step.
  2. QuestionnaireA short set of questions for your service, saved as you go.
  3. ConsultationA complimentary consultation with Attorney Perkins to review your situation.
  4. Your planDrafting, your review, then signing and funding, with updates along the way.
  5. Continuing carePeriodic reviews as your family, assets and wishes change.

Our mission

Personal Quality Service, for families who want their assets protected, their wishes preserved, and their next generation cared for.

Regardless of net worth, all families should feel safe knowing their assets are protected and that future generations will benefit from today’s hard work.

For young families

A first estate plan: guardians for your children, a trust, and the documents that keep decisions in your family’s hands.

For longstanding clients

Plan reviews, incapacity planning, and preparing your successor trustee, so the plan you made still fits your family today.

For the next generation

Education for adult children, trustees and beneficiaries, so they know what to do and who to call.

Schedule your complimentary consultation

A few questions, then pick a time that works for you. Prefer to talk first? Call (949) 251-8877.

Start an inquiry
Our family has a Perkins plan