Brea Estate Planning Attorney

Wills and Trusts Lawyer

“We help you achieve your financial goals today and encourage you to prepare your estate plan for the future!”

Family estate planning and asset protection takes the skills of both highly qualified financial AND legal advisors. It is truly rare to find them at one company or law firm in California, let alone in one individual.

Thomas L. McKenzie is a special kind of attorney. He is the founder of McKenzie Legal and Financial, a premium law firm serving clients in the city of Brea in Orange County.

Brea Estate Planning Attorney

Estate Planning Lawyer Serving Clients in the City of Brea

Brea is a city in Orange County with a population of about 47,000. It has a history as an oil field, and it is now known for its strong public art program, which has been in place for over 40 years. The average median income is $94,492, which is above the average national median.

Estate planning is an excellent way for families with valuable assets of any kind to prepare for the future. This form of financial planning isn’t just for the very wealthy, but it can also benefit families of all kinds.

Our law firm has years of experience working with Orange County courts, and we understand how to create a valid, useful estate plan in the City of Brea.

We tailor our services to each individual client’s wants and needs. A will is an excellent place to start with your estate plan, but most people could benefit from establishing a trust, which gives you more control over asset distribution and also often offers tax breaks.

Our attorney is also a registered financial consultant with the experience to help you invest money, plan financially for elder care, and protect your assets.

Set up an appointment and a free consultation, contact us at McKenzie Legal & Financial today!

Top Rated Estate Planning Law Office

While we want to believe the end of our lives is a long way away, things can happen at any moment. Think about the future of your children and your estate. Instead of worrying about what will happen to your financial legacy, meet with one of the most trusted estate planning attorneys in Brea, CA.

  • 3-Pronged Estate Planning Approach
  • Financial Planning
  • Living Trust
  • Wills, Durable Power of Attorneys, and Advanced Healthcare Directives
  • Trust Administration
  • Probate
  • Elder Law
  • Long-Term Care Planning
  • Medi-Cal Planning
  • Asset Protection
  • LLC (Limited Liability Company)

Thomas L. McKenzie gives a personal guarantee to all of his clients, that each and every Living Trust, Durable Power of Attorney, and other estate planning documents, is PERSONALLY drafted by him in accordance with your unique circumstances. 

Check out the reviews about his estate planning law firm or view his Avvo lawyer profile for more information about his practice.

Contact Us for Estate Planning and Living Trust

Proper family estate planning and asset protection require the skills of both a highly qualified financial advisor AND a legal planner. It is truly rare to find them both in one company, let alone in one individual! Call us or visit our office for Brea estate planning services.