You’ve worked hard for the many blessings in your life, and you need to ensure they’re all properly protected—including your loved ones.
Exploring your options for planning for the future has never been easier, thanks to California Estate Planning Services.
Specializing in estate planning, trust litigation, conservatorships, probate, and elder law, this boutique law firm prioritizes client care over dollars and cents.
“At California Estate Planning Services, we pride ourselves in truly caring about our clients. Unlike other firms, billable hours are not our priority,” says the firm’s founder and tax attorney Joshua D. Ramirez, LLM.
“When it comes to estate planning, we make the process simple with upfront, flat-fee billing. When it comes to litigation, we listen to our client’s stories, we vigorously assist them with their litigation needs, and we win!” Joshua says.
Joshua’s LLM (Master of Laws in Taxation) expertise means his legal abilities extend to planning and litigation services, while also contemplating tax consequences for clients.
The team of top-notch attorneys at California Estate Planning Services builds strong client relationships by taking a personalized approach to their practice.
“I make house calls and conduct evening and weekend appointments. I travel to clients’ homes to meet with them, especially when mobility is an issue,” notes Joshua.
This local law firm’s sense of service over self is fueled by a desire to help those in their community when they need it most—with whatever legal issues that entail.
“I would like for the community to know that I’m here and ready to help. Whether it be helping an aging parent, planning for yourself, or litigating over wills and trusts, myself and my staff are here to listen, help, and achieve results, “says Joshua, who lives and works in Yorba Linda.
As a former youth pastor, Joshua also offers legal aid with a spiritual context —what he refers to as “faith-based” estate planning.
According to Joshua, faith-based estate planning could take shape in several different ways. “It could mean that clients and I [share] the same faith, praying during our meetings, or intertwining your faith in your legal documents. Faith-based planning gives clients the opportunity to leave a spiritual inheritance to their family in addition to a financial inheritance.”
Joshua clearly has a knack for weaving his passions—family, faith, and community—into his profession.
“I’ve always wanted to help people. I didn’t have grandparents growing up, so I treat all my clients as [if they were] my own. Death and dying can bring out the best and worst in people—I love helping resolve disputes and assisting families through difficult seasons of their lives.”
Looking ahead, California Estate Planning Services is on-track to better equip their community for whatever the future holds. As Joshua notes, “My vision for 2022 is to ensure our community is protected. Unfortunately, death is a certainty for us all, so let’s plan for it!”