Trust and Estate Planning

Trust and Estate Planning represented by Lady Justice.

Trust and Estate Planning

Creating Your Family Legacy

Cottle Keen Lopiccolo and Heyde, LLP has been the Trust and Estate resource for clients for over 35 years. We don’t just create an estate plan, we create a family legacy.

Our excellence in Estate Planning comes from our years of experience in Trust Litigation. Because our attorneys have seen how improper planning results in problems after a testator’s death, we are uniquely situated to help you create an estate plan that meets your goals and keeps your beneficiaries out of court.

Comprehensive Approach to Trust and Estate Planning

Multilayered Family Protection

We take a comprehensive approach to trust and estate planning to ensure we understand our client’s tangible assets, and intangible desires. We pride ourselves in preparing a legacy for families. Our mutli-layered family protection plan ensures that our client’s wealth is preserved for generations by protecting beneficiaries from creditors and lawsuits. We see each estate plan through to the end by helping our client’s marshal their assets and providing instructions to their fiduciaries to eliminate the possibility of lost assets or family dissention after they are gone.

When it comes to your legacy, your assets, and defining your future, you need the experienced estate planning attorneys at Cottle Keen Lopiccolo & Heyde, LLP.

To schedule your Family Wealth Planning Session, please call (714) 997-7870, or click here to contact CKLH by email.

Trust & Estate Planning Interior Page: What Is Estate Planning

Our comprehensive approach to estate planning ensures we understand our client’s tangible assets, and intangible desires. We pride ourselves in preparing a legacy for families. We help you create an estate plan that will work throughout your lifetime.

Trust & Estate Planning Interior Page: Benefits Of Estate Planning OR Why Do I Need An Estate Plan

The experienced attorneys at Cottle Keen Lopiccolo & Heyde, LLP will help you develop a comprehensive estate plan tailored to your needs so that you and your heirs can rest easy. Our goal is to keep your family out of court and out of conflict.

Clients Share Their Experiences

  • As hurtful as divorce is, Julie made the process easier to manage. She explained things clearly, gave fast and honest responses. and I felt that she was looking out for my interests. I felt very well represented. I also loved how efficient and professional Julie and staff were handling my case. I felt they cared about me.

    Carmen – Family Law Client
    A great law firm in Old Town Orange!
  • Julie is kind, professional and gave great advice She made going through something as stressful as a divorce more bearable. The staff was pleasant, professional, approachable, readily available with answers to my many questions.

    Cynthia
    Family Law Client
  • Julie is fantastic and makes everything so easy for you! I enjoyed working with her very much. She was informative, communicative, timely, and diligent. Strongly recommend!

    AJ
    Family Law Client
  • Awesome firm. That is why I recommended this firm to my friend and will continue to recommend people…I don’t give compliments unless they’re deserved. Bravo.

    Matt
    Family Law Client
  • Julie’s response was always proactive and positive in a matter that kept changing. I am truly satisfied with the results. I would recommend the firm.

    Dawn
    Family Law Client
  • Dana Heyde was responsive to my questions and offered valuable options and recommendations. I was very pleased with how responsive and helpful Dana Heyde was. She kept me informed at every phase and was helpful in managing the cost and time involved.

    Mark
    Post Judgment Support Client
  • Julie and team are amazing. They are so helpful and knowledgeable and respectful of my situation and the decisions I made. Ultimately, they are the reason I’m amicably divorced or I would still be in limbo. I have and will continue to recommend CKLH.

    Tammy
    Family Law Client
  • Julie was always reachable and helpful. She was honest and gave good advice. When she was on maternity leave the partners stepped in and were equally helpful.

    Kim
    Family Law Client
  • Dana made the legal process easy and I feel that this firm is trustworthy. Great job and thank you.

    Jose
    Family Law Client
  • My family law issue was resolved quickly with the help of CKLH. Will definitely refer friends to Julie.

    Victor
    Family Law Client
  • This was one of the best legal experiences I’ve ever had. I was very pleased with the outcome and I was treated very well by the entire staff. I highly recommend this firm.

    Peter DiFilippo
    Family Law Client/Business Owner