Creating the Proper Wills and Estate Planning is Essential for you and your family

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Our Main Estate Planning Attorney Long Beach CA

Practice Area | Wills And Estate Planning Lawyers

Estate Planning

Estate planning is the collection of preparation tasks that serve to manage an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law. It is a combination of a Living Trust and/or a Will.

Review Current Estate Plan

Many people want to change their Wills or Trusts or add or delete items from their current Estate Plan. It would be necessary to review each Plan individually. In some cases, we can prepare a codicil to a Will. In other cases, we can prepare an amendment to the Living Trust. Yet in other cases, it is better to essentially redraft the whole Plan.

Trust Administration

When a loved one dies and the new Successor Trustee must execute the items in the Trust, there are multiple items that must be done and there are numerous requisites to make certain it is all done properly. We can help with all of this. It will take time to properly meet all of the deadlines and to ensure all items are correctly filed and/or recorded.


Sometimes you simply cannot avoid Probate. A probate lawyer is type of state licensed attorney who, through years of mentoring, continuing legal education and experience, understands how to advise Personal Representatives, also known as Executors, and the beneficiaries of an estate on how to settle all of the final affairs of the deceased person.


You will not know what to do until the Consultation is given. We give an initial free consultations to determine what must be done and the costs to properly do it for you. Each case is different and requires an individual analysis. Some people are single and do not own property. Others are married with children and others are mixed familes.

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California Full Service Estate Planning Attorney

Our Law Office has many years of experience in the field of estate planning and the administration of trusts and estates. Our entire firm is here to serve you and help you and your family work through the Estate Planning process. Mr. Lerner has been an attorney since 1992 and has thousands of cases which have been processed. We always offer an initial consultation free so that you will feel comfortable retaining our firm to help you and your family in the future. It is important that you get an attorney who is familiar with Estate Law and has the resources to help you. Our firm can do just that and give you peace of mind that your family will get what you want them to get and that your Estate Plan will be professionally prepared at a reasonable price. Our Law Office is easily accessible in Long Beach, California. We are on the corner of Redondo and Broadway. Parking is free. If you cannot come to the office, we can give telephonic consultations. As the representation continues, we can come to your house or hospital to present the necessary papers for your to review and sign. We are a full service Estate Planning Firm and can help you and your family. Just Contact our Long Beach CA Estate Planning Attorney with your questions.

Latest News

A California Trust Attorney can determine the facts of your case in order to see if there is undue influence. Many times, explains Brian D. Lerner, an heir is  feeling like he or she got the short end of the stick due to the fact that there appears to be undue influence.   Brian Lerner, […]


  When making a Will, states Brian D. Lerner,  you must have the Capacity to know what you are doing. For example, if your uncle wants to make a Will, but he cannot remember a lot of things and some people say he has dementia, does he have the testamentary capacity?  Can he still make […]


Undue influence is essentially a term whereby a Will or Living Trust or other Estate Planning Document could be ruled to be invalid due to the actions of another person on the testator or person who made the Will or Trust. Brian D. Lerner states that undue influence is a term in Estate Law which […]