Fountain Valley 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 Fountain Valley in Orange County.


Fountain Valley Estate Planning Lawyer


Estate Planning Lawyer Serving Clients in Fountain Valley, CA

Fountain Valley is an Orange County city with a population of around 57,000. It’s a suburban commuter city, and it’s also home to Fountain Valley Regional Hospital and Medical Center, the top employer in the city.

The median income in Fountain Valley is $93,075, which is noticeably higher than the national median. While some people may think of estate planning as only for the rich, it’s essential for families with any significant assets to plan what will happen to their estates after they pass on.

Estate planning almost always includes a will, but there are many other documents that can help you plan for your estate.

A trust, for example, can hold money for beneficiaries, and you can add very specific instructions for disbursement. This is an effective way to care for minor children or disabled relatives who don’t just require support but also need to receive government benefits.

Our law firm has expertise in trusts, estates, and elder care. We can help you make the most of your estate and ensure that your loved ones can access your estate without dealing with a long, frustrating court case.

We also provide financial consulting to help you make the most of your estate while you can.

Learn more about our legal and financial services in Fountain Valley, 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 Fountain Valley, CA.

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 Fountain Valley estate planning services.