Law Office of James F. Roberts & Associates, APC

Law Office of James F. Roberts & Associates, APC

The Law Office of James F. Roberts & Associates, APC, offers exception service in creating trusts, modifying trusts, and administering trusts. We specialize in helping you protect your financial assets and your family in the future.

Firm Overview

What We Do: Empower clients with information, making estate planning a comfortable process.

Our estate planning attorneys are extremely client-focused, taking the time to listen, and explain the intricacies of the estate planning process in everyday language. This personalized attention empowers clients to make confident, informed decisions. We also provide complimentary written and visual educational resources to clients, as well as all website visitors.

Our Approach: Always client-centered, resulting in unique plans rather than "one-size-fits-all" products.

We understand that checking off a few boxes on a form can't create a solution that meets a client's individual estate needs. What suits one client, may be quite inappropriate for another. We always consider each client's personal circumstances and relationships, tax issues, governmental involvement concerns, and other matters in efforts to design a plan that reflects individual intentions and wishes. When clients walk out of our office with an estate plan in place, they experience the PEACE OF MIND that comes from knowing they are protecting themselves and their loved ones' interests.

Building Relationships: We revisit estate plans to ensure they meet our clients' changing circumstances.

Life is dynamic, and change is inevitable. The day may come when the arrangements in your current trust, will or durable power of attorney need to be revised. Our estate planning attorneys regularly meet with clients who need to modify their estate plans to accommodate new conditions. They review clients' existing estate plans, discuss current laws and situations, and amend the documents as directed.

Guiding Trustee Clients: We help successor trustees navigate the trust administration process.

Implementing another person's trust or will can be challenging. Being appointed trustee can make a person feel like he or she was awarded an honor and assigned a difficult job at the same time. A successor trustee must take on complex duties and tackle challenging tasks typically after the trust's creator, who is often a beloved parent, passes away or becomes incapacitated by illness or dementia.

Given the complexities of trust administration, it's understandable that many successor trustees seek the guidance of an experienced trust attorney for help with:

*Reviewing the trust documents, explaining the trust's provisions and the administrator's duties.

*Developing a strategy for handling issues related to the trust such as collecting assets, paying creditors, transferring title of assets to the beneficiaries, and filing the required forms with the appropriate entities.

*Navigating trust-related decisions that must be made in the specific time frames required by law.

We Stay Connected: Clients receive our newsletter, special event invitations, and other information on a regular basis.

We keep our clients abreast of the latest law changes that may affect their trusts, share information on specific topics geared toward trustees and their families, and provide insight into reasons why it is necessary to keep estate planning documents updated. We address these issues through:

*Our quarterly newsletter, with a personalized message from James F. Roberts

*Brief informational letters with enclosed discounts on services

*Fun, interactive and enlightening seminars such as the Bucket Workshops and Family Days held at local small venues.
Main Office
Main Office
3061 E. La Palma Ave.
Anaheim  CA  92806
Phone
  • (714) 459-5481
Fax
  • (714) 282-7489
Websites
Estate Planning
The Law Office of James F. Roberts & Associates, APC, offers exception service in creating trusts, modifying trusts, and administering trusts. We specialize in helping you protect your financial assets and your family in the future.
Before we share information on how we can help with your estate planning needs, let's take a moment to reflect on why you are visiting our site today:

Are you concerned because you don't have a will or trust to protect your family, property or other assets?

Do you believe that your current will or trust needs to be updated?

Are you the executor or trustee of a loved one's estate and feel like you need some guidance?

Whether you are considering creating a new estate plan (i.e. living trust, will and powers of attorney), modifying an existing estate plan, or have recently lost a loved one, the attorneys at the Law Office of James F. Roberts & Associates, APC, can gently walk you through each step of the planning and administration process.

Over the last 30 years, our firm has had the pleasure of assisting over 8,000 clients with their estate planning needs. As a result, we have acquired an abundance of experience in building personalized estate plans with living trusts, wills, medical directives, durable financial powers of attorney, and other critical documents designed to protect clients, their families and their assets.

We also guide clients through the trust administration process when they are named as successor trustee to help ensure protection from personal liability while properly carrying out their loved one's wishes.

For a more in-depth look at how we can address your estate planning objectives, please contact us and visit our website take advantage of our complimentary, user-friendly resources listed below to find out how proper estate planning can safeguard your wealth, protect yourself during incapacity, protect family members, and most importantly, provide peace of mind.

How did your firm decide on the primary area of practice(s)?

Whether you are considering creating a new estate plan (i.e. living trust, will and powers of attorney), modifying an existing estate plan, or have recently lost a loved one, the attorneys at the Law Office of James F. Roberts & Associates, APC, can gently walk you through each step of the planning and administration process. We do this because helping people through what can be a scary or overwhelming process is important to us. We want to help people protect their loved ones and their assets, as well as ensure that their wishes are carried out according to the law.

Why We Do What We Do:

We Help Create Trusts.
Many people go through life thinking they will get around to drafting wills, creating living trusts, and crafting estate plans "later." For some, death comes before "later" happens.

We Help Modify Trusts.
One of the only certainties in life is that things will change. When your financial and family circumstances change, you must remember to update your will and estate plan. Doing so is the only way to ensure that your goals and objectives will be carried out. Our Anaheim wills and trusts attorneys explain what events should trigger a review and modification of your estate plan, and how those events can impact your current estate plan.

We Help Administer Trusts.
At the Law Office of James F. Roberts & Associates, A Professional Corporation, we guide clients through trust administration issues. We help them understand trust documents and locate trust assets. We guide them through the decisions they must make and educate them regarding their duties and responsibilities.

What experience or education distinguishes your lawyers from others?

Over the last 30 years, our firm has had the pleasure of assisting over 8,000 clients with their estate planning needs. As a result, we have acquired an abundance of experience in building personalized estate plans with living trusts, wills, medical directives, durable financial powers of attorney, and other critical documents designed to protect clients, their families and their assets. We also guide clients through the trust administration process when they are named as successor trustee to help ensure protection from personal liability while properly carrying out their loved one's wishes.

What distinguishes your law firm from others?

What We Do: Empower clients with information, making estate planning a comfortable process.

Our estate planning attorneys are extremely client-focused, taking the time to listen, and explain the intricacies of the estate planning process in everyday language. This personalized attention empowers clients to make confident, informed decisions. We also provide complimentary written and visual educational resources to clients, as well as all website visitors.

Our Approach: Always client-centered, resulting in unique plans rather than "one-size-fits-all" products.

We understand that checking off a few boxes on a form can't create a solution that meets a client's individual estate needs. What suits one client, may be quite inappropriate for another. We always consider each client's personal circumstances and relationships, tax issues, governmental involvement concerns, and other matters in efforts to design a plan that reflects individual intentions and wishes. When clients walk out of our office with an estate plan in place, they experience the PEACE OF MIND that comes from knowing they are protecting themselves and their loved ones' interests.

Building Relationships: We revisit estate plans to ensure they meet our clients' changing circumstances.

Life is dynamic, and change is inevitable. The day may come when the arrangements in your current trust, will or durable power of attorney need to be revised. Our estate planning attorneys regularly meet with clients who need to modify their estate plans to accommodate new conditions. They review clients' existing estate plans, discuss current laws and situations, and amend the documents as directed.

Guiding Trustee Clients: We help successor trustees navigate the trust administration process.

Implementing another person's trust or will can be challenging. Being appointed trustee can make a person feel like he or she was awarded an honor and assigned a difficult job at the same time. A successor trustee must take on complex duties and tackle challenging tasks typically after the trust's creator, who is often a beloved parent, passes away or becomes incapacitated by illness or dementia.

James F. Roberts

James (Jim) Roberts is the founder of one of the premiere estate planning law firms in Orange County. Since 1981, with Jim at the helm, the firm has met the estate planning needs of more than 8,000 clients. Having witnessed the devastation of families due to poor estate planning, Jim and his firm are dedicated to protecting families from the problems of probate and avoiding overpayment of taxes. Jim was raised in Whittier, and he graduated from the University of California, Davis and received his Juris Doctorate degree from the University of the Pacific—McGeorge School of Law.

Holly M. Nabiey

Holly M. Nabiey is an estate planning attorney at Roberts & Associates. Ms. Nabiey is a Certified Specialist in Estate Planning, Tax and Probate Law by the State Bar of California Board of Legal Specialization. She focuses on creating estate plans that reflect the client’s desires regarding disposition of wealth and assets and navigates successor trustees through trust administration and tax planning. Ms. Nabiey earned her law degree from Loyola Marymount Law School in Los Angeles and earned her bachelor’s degree from the University of California, Los Angeles. Holly joined the Law Office of James F. Roberts & Associates in 2011.

Cagla Z. Basar

Cagla Z. Basar is an estate planning attorney at Roberts & Associates. Ms. Basar counsels clients through complex and often confusing financial and legal decisions to create plans that protect their families and estates and assists successor trustees during the trust administration process. Ms. Basar received her law degree from Southwestern Law School in Los Angeles and received her bachelor’s degree from California State University, Long Beach. Cagla is licensed to practice before all the courts of the state of California as well as the United States District Court, Central District of California. Prior to joining the Law Office of James F. Roberts & Associates, Ms. Basar operated her own successful estate planning practice in Huntington Beach.

Davinda Wijemanne

Davinda Wijemanne is an estate planning attorney at Roberts & Associates. Prior to joining the firm, Davinda worked in finance where he assisted families and business owners from the financial perspective of estate planning. His primary focus is in estate planning and trust administration. He works closely with clients to develop personalized and comprehensive estate plans. Davinda received his law degree from Pepperdine Law School and his bachelor’s degree from California State University, Fullerton. Davinda joined the Law Offices of James F. Roberts in 2017.

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