Experienced Trusts
& Estates CounselIrvine, California
& Estates Counsel
Matt Tonkovich has practiced law in Orange County for 27 years. He has assisted numerous families with their Revocable Trust Estate Plans and matters in the Probate Courts throughout the entire Southern California region. He draws on his extensive experience to provide effective and efficient representation to accomplish your goals. Always available for free consultations or to answer email questions.
Our Services
The primary goal of Estate Planning is to get a basic plan in place. No one should want to force their loved ones to go through the Probate process when it can be easily avoided. . Since the Pandemic there has been a lot of interest in doing the Estate Planning process remotely, with consultations by phone, email or video call. The documents can be sent to you for execution and you can have them notarized at your convenience. Complete Revocable Trust Estate Plans start at $1,450.
If you do not have a Revocable Trust Estate Plan your property will have to pass through the Court-Supervised process of Probate. It is common to experience delays in Probate for multiple years. Unique Time is money. You need an attorney who is familiar with the Courts and knows how to move a Probate case to closure as quickly as possible.
Conservatorships and Guardianships are tools the Probate Court uses to protect the elderly and minors. They are very similar and both require detailed accountings and annual reports with the Court.
Trust and Probate cases are won or lost based on the intricacies of the Probate Code and the procedures it sets forth. Trust and Probate is an entirely different type of law than regular litigation. You need an attorney who knows the Probate Code and how the Probate Court works.
Financial Planning
Matt was a Certified Financial Planner and Registered Investment Advisor for over 20 years. Now he provides hourly Financial Planning as an attorney. Do you have an important financial question that you need answered? Maybe you are concerned about your current Advisor’s recommendations or their fee structure? Has someone presented you with an investment idea that sounds to good to be true. A truly independent review of your finances can provide you with peace of mind. And do-it yourself investors can always benefit from a second opinion.