Fullerton 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 Fullerton in Orange County.

Fullerton Estate Planning Attorney

Estate Planning Lawyer Serving Clients in Fullerton, CA

Fullerton is a city in north Orange County with a population of 143,000. It’s home to several educational institutes, including the Cal State University of Fullerton. The city also has a rich history of agriculture, aerospace industry, and guitar production. 

The average age in Fullerton is only 35, but anyone with a family and children can benefit from a will. Creating a complete estate plan allows you to designate a potential guardian for your children, set up a trust fund or disbursement plan for your beneficiaries, and much more. 

At our law firm, we help our clients create effective estate plans so they can communicate their final wishes, distribute their assets, and more. A will is an essential component of your estate plan, but you can also include a number of other legal documents, depending on the items in your estate and your unique needs.

We can also help you plan for elderly care and asset protection in the event of major medical expenses. Our attorney is also a registered financial consultant, able to help you manage your finances and make reliable investments. 

Our goal is to help our clients achieve peace of mind by helping them plan for the future and provide for their families even after death. To learn more about estate planning in Fullerton, CA, 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 Fullerton, 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 Fullerton estate planning services.