United Estate Planning Inc

Phone: (714) 637-9840
Fax: (714) 637-2058
Toll Free: (800) 557-9177

Professionals in Meeting

Estate Planning - Contact us about planning your living will. Anaheim, California.    

If you thought living in California was expensive...
...try dying in California!

Specializing in Estate Planning & Living Trusts

Serving Credit Unions-Labor Unions & Associations

How would you feel if something happened to you and your loved ones were left fighting over your last wishes and/or 10 to 20 percent of your estate went to pay for taxes, probate costs, and attorney fees? Don't let this happen! United Estate Planning, Inc. is here to help you have the last "say" regarding what you have worked so hard for.

United Estate Planning, Inc. attorneys have been offering credit union, labor union and association members top quality estate planning at an affordable price for over 50 years. We help you plan for your final wishes now, not when it's too late.

People in Meeting

Contact us or come by our location to learn more about our estate planning services designed to meet the individual needs and wishes of each of our clients.

(800) 557-9177

Your Trust Will Include

60-Day Guarantee

Regarding Changes To Your Trust

Complimentary Lifetime Legal Advice

Regarding Your Trust

  • Living Trust and an Additional Certified Copy (Kept on File for Your Protection, in the Event of Loss)
  • Declaration of Intent
  • Glossary of Terms
  • Last Will & Testament (Pour-Over Will)
  • Real Estate Property Transfer(s)
  • Certified Summary of Trust
  • Medicaid Provision Clause
  • Life Insurance (policy Index)
  • Trustee Instructions
  • Durable Power of Attorney - Healthcare (Living Will, husband & wife)
  • Durable Power of Attorney - General (husband and wife)
  • Burial Instructions
  • Funeral Check List
  • Guardianship Clause
  • Estate Inventory (ie: Schedule 'A")

Backed by Attorneys: With United Estate Planning, Inc. an experienced estate planning attorney will prepare your trust according to your specific wishes, then meet with you to explain how to "fund" your trust and answer any and all questions you may have. We then provide a complimentary 60-day guarantee regarding any changes you may wish to make to your trust.

United Estate Planning, Inc. will show you how to avoid probate, save taxes, avoid conservatorship, keep control of your assets and much more!

View Our Location

Hours of Operation
Monday - Friday, 9 a.m. - 4 p.m.

Contact us ....to learn about the benefits of a "Living Trust"....at no obligation.