Estate Planning Lawyers for Fullerton, California

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Meet some of our Fullerton Estate Planning Lawyers

Caroline N. - Estate Planning Lawyer in Fullerton, California
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5.0 (3)
Member Since:
April 18, 2026

Caroline N.

Attorney
Los Angeles County, California
4 Yrs Experience
Licensed in CA
Chapman Fowler School of Law

Caroline K. Nam, Esq. is a solo attorney who provides legal counsel with a management-first mindset, combining legal expertise with proactive policy development. Prior to starting her own practice, Caroline gained extensive legal experience as a litigator defending and advising employers of all sizes, ranging from a single business owner, to a small family-owned winery, and major, nationwide corporations. Caroline also has experience on the plaintiffs' side representing survivors of sexual abuse against school districts and churches. With her unique litigation background and expertise representing both plaintiffs and defendants, Caroline understands that legal compliance is only a piece of the puzzle for business success. She is committed to leading with compassion to provide a personalized, approachable service for each client. Having safeguarded companies against a variety of business and employment disputes, Caroline is focused on preventative risk management, helping owners reduce potential employment litigation that she has defended firsthand in court. Caroline is dedicated to helping entrepreneurs spend less time worried about liability and more time focusing on business growth. Based in Los Angeles County, she provides accessible, actionable legal solutions throughout Southern California. During her free time, Caroline enjoys yoga and serving her Los Angeles community. In 2025, she partnered with NLSLA to provide pro bono legal services to individuals impacted by the Eaton Fire. Currently, she serves on the board of directors of a nonprofit organization based in Los Angeles.

Recent  ContractsCounsel Client  Review:
5.0

"I had Caroline create a liability waiver for my Sports Fencing Club. She was prompt in completing the task, helpful and courteous in answering my questions, and in every way professional. I would use her services again if required."

Adam J. - Estate Planning Lawyer in Fullerton, California
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5.0 (17)
Member Since:
April 17, 2026

Adam J.

Business Attorney
Free Consultation
Asheville, NC
18 Yrs Experience
Licensed in CA
University of Pennsylvania

I'm a California-licensed attorney with 18+ years of experience helping everyone from Fortune 500 companies and venture-backed startups to individuals navigating real-life legal situations. I bring an high degree of emotional intelligence to every matter, and am also certified as both a coach and as a counselor. My career started at Fenwick & West, one of Silicon Valley's top law firms, where I worked alongside names like Google, Airbnb, Kleiner Perkins, and Sequoia Capital. From there I moved in - house at companies like Cloudflare, Autodesk, and Enphase - which gave me a practical, business-minded perspective that I bring to every client, no matter the size of the matter. Today I work with businesses and individuals alike. On the business side, that means commercial contracts, leases, startup corporate work, and serving as a fractional general counsel for companies that need a trusted legal partner without the overhead. On the personal side, I help individuals with employment matters, disputes, demand letters, contract review, and the kind of everyday legal situations where you just need someone knowledgeable in your corner. I'm direct, responsive, and I speak plain English — not legalese. Whether you're a founder closing your first deal or an individual facing a situation you've never navigated before, I'll give you the same level of attention and care.

Recent  ContractsCounsel Client  Review:
5.0

"Adam Jacobowitz is an outstanding attorney. He was honest, knowledgeable, and thorough from the beginning, setting realistic expectations while developing a strong legal strategy. He carefully researched the issues, strengthened my arguments, and ensured every factual and legal point was accurate. What impressed me most was his responsiveness and genuine commitment to helping. He even assisted with an urgent matter outside the original scope of our engagement. If you're looking for an attorney who is professional, ethical, strategic, and truly cares about his clients, I highly recommend Adam Jacobowitz."

Fahad J. - Estate Planning Lawyer in Fullerton, California
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Member Since:
April 20, 2026

Fahad J.

Commercial Contracts and M&A Lawyer
Free Consultation
Los Angeles, California
11 Yrs Experience
Licensed in CA TX
SMU Dedman School of Law, Magna Cum Laude (Attended on full ride, graduated Top 10%)

Fahad Juneja is a transactional attorney with over 10 years of experience, admitted in California and Texas. His practice covers M&A, commercial contracts, and corporate governance, including drafting and negotiating purchase agreements and related transaction documents, NDAs, collaboration agreements, service agreements, consulting agreements, and other commercial contracts. Fahad began his career in the private equity M&A group of a large law firm (Sidley), then moved in-house to Paramount Pictures, and later advised technology and manufacturing clients at a Bay Area boutique. He now maintains a solo practice, where he supports a primary client and advises fintech and other emerging companies on commercial, corporate, and strategic matters. Fahad's approach emphasizes efficient negotiation, thoughtful drafting, and practical risk allocation. He is available to support M&A transactions, ancillary transaction documents, contract drafting and review, and general corporate matters.

Carver F. - Estate Planning Lawyer in Fullerton, California
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Member Since:
April 19, 2026

Carver F.

Principal Attorney
Free Consultation
Silicon Valley, CA
27 Yrs Experience
Licensed in CA
UCLA

I'm the principal attorney at FarrowLaw PC, a California business and commercial law firm based in Long Beach. My practice covers transactional work, employment law, litigation, and day-to-day advisory matters for business clients — essentially, I help companies make clear-eyed decisions about risk, contracts, and strategy without the usual legal hedging. Before law, I trained in computer science and worked in-house at technology companies, which gives me a working fluency in how tech businesses actually operate. A significant portion of my practice involves representing tech and startup clients, where that background lets me engage with technical realities rather than abstract them away. If you're working with a client who needs a practical California business lawyer — particularly one who speaks the language of tech — I'd welcome the introduction.

Joseph G. - Estate Planning Lawyer in Fullerton, California
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Member Since:
May 19, 2026

Joseph G.

IP, Contracts, and Trademark Lawyer
Free Consultation
Los Gatos, California
19 Yrs Experience
Licensed in CA
Santa Clara University School of Law

Attorney with 18 years of trial/IP experience helping companies and individuals protect their intellectual property and avoid infringing the IP of others.

Talin M. - Estate Planning Lawyer in Fullerton, California
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Member Since:
June 5, 2026

Talin M.

Attorney
Free Consultation
Los Angeles, CA
4 Yrs Experience
Licensed in CA NY
New York University School of Law

Dual-licensed attorney with expertise in several fields of law. I can help clients from nearly any jurisdiction. Serving both individuals and organizations of all sizes.

Ryan D. - Estate Planning Lawyer in Fullerton, California
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Member Since:
June 19, 2026

Ryan D.

Commercial Real Estate and Business Attorney
Free Consultation
San Diego, CA
17 Yrs Experience
Licensed in CA
Chapman University, Fowler School of Law

Ryan Darby is a California attorney and commercial real estate developer with more than a decade of civil litigation experience. From 2010 through 2024, he operated the Law Office of Ryan T. Darby. His practice initially focused on landlord-tenant matters and later shifted to defamation defense and First Amendment litigation, including anti-SLAPP motion practice. He served as co-counsel for the plaintiff-appellant in a published Ninth Circuit opinion that reversed the dismissal of First Amendment claims and established precedent protecting speech and press rights against retaliatory government action. Ryan founded Quintessential Capital in 2019 to pursue multifamily acquisitions and later shifted the company’s focus to flex-industrial development. He has since completed a ground-up flex-industrial project in Sparks, Nevada. As a real estate principal, he has negotiated letters of intent, purchase agreements, a loan agreement and related extension, and listing agreements. His legal experience includes drafting and negotiating leases, settlement agreements, and releases, and advising clients on contract disputes. Ryan earned his J.D. from Chapman University’s Fowler School of Law, where he served as a Senior Staff Editor of the Chapman Law Review. His current practice focuses on real estate and lease agreements, settlements and releases, and contract-related disputes. His experience as both counsel and client helps him distinguish between theoretical concerns and risks that matter in practice. Ryan lives in San Diego with his wife, young son, dog, and cat.

Edward L. - Estate Planning Lawyer in Fullerton, California
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Member Since:
June 25, 2026
Mary G. - Estate Planning Lawyer in Fullerton, California
View Mary
Member Since:
July 8, 2026

Mary G.

Attorney
Free Consultation
Los Angeles, California
16 Yrs Experience
Licensed in CA
UCLA School of Law

Prenuptial Agreements I represent clients in the preparation and review of prenuptial agreements. My experience includes drafting comprehensive prenuptial agreements on behalf of the initiating fiancé, ensuring that the agreement accurately reflects the client's financial interests, assets, liabilities, and objectives while complying with applicable legal requirements. I also represent the non-drafting fiancé by conducting a thorough review of proposed prenuptial agreements, identifying legal and financial issues, explaining the rights and obligations created by the agreement, recommending revisions where appropriate, and negotiating modifications to help protect my client's interests before execution. Probate Administration Represented a client in the complete administration of a California probate estate valued at approximately $1 million. Successfully handled the matter from the initial petition through final distribution, preparing all required court filings, advising the executor throughout the administration, resolving probate requirements, and obtaining court approval to close the estate. Achieved the successful distribution of the estate assets to the executor and sole beneficiary in accordance with California probate law.

Mark M. - Estate Planning Lawyer in Fullerton, California
View Mark
Member Since:
July 13, 2026

Mark M.

Attorney at Law
Free Consultation
San Diego, California
4 Yrs Experience
Licensed in CA
Thomas Jefferson

I help California businesses, entrepreneurs, and individuals understand legal risk and resolve legal issues efficiently. My practice focuses on contract drafting, review, negotiation, business disputes, settlement agreements, and practical legal guidance tailored to each client's objectives. I emphasize clear communication, practical solutions, and work that clients can put to use immediately.

Hunter M. - Estate Planning Lawyer in Fullerton, California
View Hunter
Member Since:
August 14, 2026

Hunter M.

Business Contracts Attorney | Ex-In-House Legal Operations
Free Consultation
Los Angeles, California
1 Yr Experience
Licensed in CA
American University Washington College of Law

Before law school I built the contract management system for a publicly traded medical device company — so I read your agreement the way the people who have to live with it will, not just the way a court would. I draft and review business contracts on a fixed fee, with the delivery date agreed before I start. You get the redlined document plus a short written summary of what I changed, why it matters, and what I'd push back on if the other side objects. Revisions are included — I'd rather get the document right than count rounds. NDAs, MSAs and SOWs, contractor and employment agreements, SaaS terms, terms of service and privacy policies, operating agreements, vendor and construction contracts, and full contract review with a plain-English risk summary. Send me the document and what you're trying to accomplish with it, and I'll come back with a fixed fee and a date.

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Estate Planning Legal Questions and Answers

Estate Planning

Last Will and Testament

California

Asked on Mar 21, 2023

What happens if I die without a will?

As I have gotten older and accumulated assets, I have become increasingly aware of the importance of having a will in place. However, I have not yet taken the steps to create one, and I am curious about the potential consequences of dying without a will. Therefore, I would like to seek the advice of a lawyer to understand what would happen to my estate and how my assets would be distributed in the event of my death without a will.

Matthew S.

Answered Apr 11, 2023

If you die without a will your assets will be distributed to your heirs pursuant to the intestacy statute for your state. However, if you use a will, you can control who gets your assets and can give assets to non-blood related persons who wouldn't otherwise be an heir.

Read 1 attorney answer>

Estate Planning

Fee Agreement

California

Asked on Mar 7, 2023

Do I need to provide my personal and assets info to an estate planning attorney before signing a fee agreement so they can begin prepping a living trust

Looking for an estate planning attorney to prep a living trust and all other necessary docs

Jane C.

Answered Mar 10, 2023

No. You do not need to provide any information until you agree to work with the attorney.

Read 1 attorney answer>

Estate Planning

Last Will and Testament

California

Asked on Apr 24, 2023

Can I create an estate plan without the help of a lawyer?

I am in my mid-fifties and have recently been diagnosed with a terminal illness. I have a large estate that I would like to be distributed to my family and friends when I pass away. I have done some research and understand the importance of having an estate plan, but I am not sure if I am able to create one without the help of a lawyer. I am looking for more information that will help me make the best decision for my family and myself.

Philip M.

Answered May 12, 2023

You can certainly go ahead and fill out simple forms to complete some easy estate planning documents like wills, but for more complicated documents like a trust (which is required if you want to avoid probate) it can get a little trickier. Further, anyone can fill in the blanks, but an experienced attorney will be able to explain what the document does and how it meets your wishes best. Hope this helps.

Read 1 attorney answer>

Estate Planning

Living Trust

Oklahoma

Asked on Dec 31, 2021

Do you review trusts

I am needing a trust and a LLC reviewed. Do you do this type of document review?

T. Phillip B.

Answered Feb 5, 2022

There are attorneys on here would would review those documents. You may want to post this in the area where attorneys respond to your project post.

Read 1 attorney answer>

Estate Planning

Will

Kansas

Asked on Aug 29, 2025

Can I designate a non-family member as the executor of my will?

I am in the process of creating my will and estate plan, and I am wondering if it is possible to designate a non-family member, such as a close friend or trusted advisor, as the executor of my will. While I have a good relationship with my family, I believe that this non-family member would be better suited to handle the administrative duties and ensure my wishes are carried out accurately and efficiently. I want to ensure that this decision is legally permissible and if there are any potential complications or considerations I should be aware of.

Randy M.

Answered Aug 30, 2025

You don’t have to name a family member as the executor of your will. In many cases, choosing someone outside the family is not only allowed but actually a smart move. With one notable exception, no U.S. state requires your executor to be a family member. What matters most is that the person is trustworthy, capable, and legally qualified to handle the role. Why someone outside the family might be the better choice For some people, appointing a friend, a professional advisor, or even a neutral third party just makes more sense. They’re often less emotionally entangled in family matters and better equipped to make level-headed decisions during what’s usually a tense and emotional time. Also, if they have relevant experience, like being an attorney or financial planner, they may already understand what the job entails. What the law actually requires Legally speaking, most states just require that your executor be at least 18 years old and mentally competent. From there, it’s mostly about whether the person is willing and whether the state has any disqualifying rules, such as felony convictions or certain types of misconduct. Some states are stricter than others on that point. Watch out for location-based restrictions Every state allows non-family executors, but a few have extra rules for people who live out of state. For example, your chosen executor might have to post a bond, work with a local co-executor, or name someone in-state to receive official documents. Florida is the sole exception. It generally limits executors (technically called “personal representatives” there) to relatives or their spouses. But that’s the exception, not the rule. A few things to think through Choosing an executor isn’t just about who you trust. It’s also about who can realistically handle the responsibility. They’ll have access to all your financial info, need to manage assets, pay off debts and taxes, and make sure everything is distributed properly. That’s a lot to take on. Also, consider how far they live. While distance isn’t always a deal-breaker, having someone nearby can make things easier, especially when there’s paperwork to sign or property to manage. And then there’s the family piece. If you pick someone outside the family, be prepared for possible tension. Even if your choice makes perfect sense, relatives may feel hurt or suspicious. If you’re concerned about that, it’s worth having a conversation in advance to explain your reasoning. What about compensation and other options? Executors are entitled to compensation for their time and effort, usually a percentage of the estate’s value (often 2 to 5 percent), depending on the state. Just keep in mind that executor fees are considered taxable income, while inheritances typically are not. If you’re trying to strike a balance, you can name co-executors, such as a trusted friend and a family member. This can help keep everyone involved while making sure the job gets done right. Just be aware it can slow things down, since both have to agree on major decisions. And if your estate is especially large or complicated, you might want to bring in a professional fiduciary, such as a trust company, bank, or estate attorney. They charge more, but you’re paying for deep experience and institutional reliability. Before you lock in your decision, here’s what to do: 1. Double-check your state’s requirements, especially if the person lives out of state. 2. Talk to your chosen executor to confirm they’re willing to take on the role. 3. Name an alternate in case your first pick can’t serve later. 4. Spell out compensation clearly in your will, or reference state guidelines. And finally, it’s always smart to run your estate plan by a local attorney or an attorney here on Contracts Counsel. State laws can vary more than people realize, and a quick legal review now can prevent a lot of headaches later. At the end of the day, choosing the right executor is about trust, competence, and clarity. Whether they’re family or not, you want someone who can step in and carry out your wishes with care and professionalism.

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