Legal Services
- Living Trust, Will, Power of Attorney
- Deed Recording, Business Formation
- Notary Service
Plan Wisely
Protect What Matters
Financial Consulting
- Retirement Planning & Tax Guidance
- Annuities & Life Insurance Guidance
- Investment & Asset Allocation Strategies
Future Ready
- One-Stop Service for Estate & Financial Planning
- Personalized Peace-of-Mind Planning
- Legacy Transfer & Family Protection
About OC PlanWise
We are your trusted partner for estate planning and financial guidance in Irvine, CA. Our approach combines the clarity of a law office with the convenience of a modern web experience.
- Clear, personalized consultations
- Document automation with careful review
- Coordinated planning for assets, legacy, and taxes
Our Services
Legal Services
- Living Trust, Will, Power of Attorney
- Deed Recording, Business Formation
- Notary Service
Financial Consulting
- Retirement Planning & Tax Guidance
- Annuities & Life Insurance Guidance
- Investment & Asset Allocation Strategies
Future Ready
- One-Stop Service for Estate & Financial Planning
- Personalized Peace-of-Mind Planning
- Legacy Transfer & Family Protection
Contact Us
Phone: (714) 623-7676
Email: [email protected]
Address: 530 Technology Dr. Ste 100, Irvine, CA 92618