
Modern Wealth Law, APLC
About Modern Wealth Law, APLC
Modern Wealth Law delivers strategic and personalized legal solutions across estate planning, probate, and trust administration. Built on a foundation of legal excellence and client-centered advocacy, the firm handles complex estate matters precisely and clearly. Every estate plan is designed to protect assets, support long-term goals, and reflect the unique wishes of each client, offering peace of mind for individuals and families alike.
Modern Wealth Law approaches every case with in-depth preparation and a strong command of the California Probate Code, federal tax law, and county-specific regulations. From establishing trusts and drafting wills to preparing durable powers of attorney and advance health care directives, the firm ensures each document is crafted to meet legal standards and personal needs. A clear five-step process guides clients through planning, drafting, and funding with consistent support and transparency.
Modern Wealth Law stands out in key practice areas including trust litigation, international estate planning, and asset protection. Each attorney brings experience from top national firms, offering high-level legal knowledge with a personal touch. As certified specialists in Estate Planning, Trust, and Probate Law by the California State Bar, the team consistently meets rigorous professional benchmarks while maintaining accessible and responsive service.
Modern Wealth Law is deeply trusted across Orange County for its ethical practice and discretion. The attorneys are active community members, serving on boards and commissions that reflect their values and commitment to public service. This connection to the community enhances the firm’s credibility and reinforces client confidence in its legal counsel.
Modern Wealth Law focuses on protecting legacies, resolving probate matters, and ensuring smooth trust administration. Each case is handled with care, insight, and long-term commitment. Clients receive more than legal documents; they receive a relationship built on trust, professionalism, and a dedication to delivering excellent outcomes in every matter.
Practice Areas
- Trusts
- Wills
- Durable Power of Attorney
- Advance Health Care Directive
- International Estate Planning
- Estate Planning Process
- Asset Protection
- Trust Administration
- Trust and Probate Litigation
- Property Tax Planning