What Our Clients Are Saying:
I would definitely recommend Michael Pevney! He is very knowledgeable and professional.
He really took his time to explain to us thoroughly regarding the importance of having a trust. He answered all my questions and never rushed me at all everytime we have a meeting. All my questions and concerns were addressed clearly. Thank you, Michael!
I would definitely recommend Michael Pevney as he took his time to explain the importance of our trust to my husband and I. Michael answered all our questions and clarified any concerns we had making the process smooth and easy. Thank you again Michael!
We had such a smooth and wonderful experience working with Michael! He was flexible, friendly, and never made me feel like any of my questions were too dumb to ask. I appreciated his attention to detail and sympathy for our situation. My mother unexpectedly passed away and I was left with learning how to help my dad navigate what to do next. Michael was such a huge asset in lessening my stress and getting my dad's estate plan in place. A huge weight has been lifted knowing that my family's legacy is protected because of Michael and his willingness to help in any way he can. Thank you SO much!
He was extremely knowledgeable in all relevant areas, and made the planning easy. He listened to all our questions, and concerns, and made the experience a positive one. I would highly recommend Mike Pevney to anyone looking to secure their Estate.
The Elements of an Estate Plan
Every estate plan is unique and customizable. The following is an example of what you may find in an estate plan.
Revokable Living Trust
Pour Over Will
Durable Financial Power of Attorney
Healthcare Power of Attorney
Certification of Trust
Nomination of Guardians for Minor Children
Final Wishes and Burial Instructions
My Estate Planning Process
Overview of the process
We get in contact and set up a time for a complimentary strategy session, either by phone or video chat. This will typically last 30-60 minutes. During this conversation, we get to know each other, and I get an overview of your family structure, finances and goals. At the end of the meeting, I give you a price quote for your all-inclusive estate plan.
When you decide to hire me, I send you some forms that will help you with the initial thought process regarding the assets you own and the individuals you want to include as part of your estate plan.
We meet in person (or virtually, your choice) for an in depth conversation about the particulars of your estate plan. I make house calls!
Over the next several weeks we have an ongoing conversation and fine tune the particulars of your plan. When your estate plan is complete, I send you a final copy for your approval.
After the plan is finalized, we meet again to sign and notarize your estate plan to make it official.
Following the creation of the trust, we “fund” your trust by placing assets (including a primary residence) into your trust.
I am a father, husband and attorney with a passion for helping others with their estate planning needs. Over my fifteen years practicing law in Orange County, I have become an advocate for justice and found that effective communication and close collaboration is the best way to reach the optimal outcome for all involved. I believe that family always comes first, for my clients and for me. I enjoy spending time with my wife, Heather, and my two little girls, who I will continue to travel the world with.
BA in Political Science. John Muir College, University of California San Diego, 2003
J.D. Benjamin N. Cardozo School of Law, Yeshiva University, 2006