WILLS & TRUSTS

Estate Planning:

The best gift you can give your family

 

 
 

SILVER PLAN

GOLD PLAN

PLATINUM PLAN

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SILVER PLAN
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About MBK Chapman

Reduce stress, save time and safeguard your legacy with proven estate planning strategies tailored for California families. From wills to living trusts and all your estate planning goals, we at MBK Chapman can help you protect what matters the most.

Estate Planning Goals

  • Give what I have to, whom I want, the way I want, when I want
  • Care for self during my lifetime
    (incapacity, health, and financial)
  • Care for/protect others
    (surviving spouse and children at death)
  • Avoid probate
  • Fulfill my charitable intentions
  • Pass on values & ideals to my children and grandchildren
  • Maximize assets distributed to my loved ones
  • Minimize taxes due at my death
  • Protect my assets from creditors, divorce, and bankruptcy
 

Partners You Can Trust

You know you are in the right place if…

 
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You know you need a plan to protect your children and your estate, but you have no idea where to start

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You are curious how long the process will take, what’s involved, and how much it will cost

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You are wondering why you can’t just do your own estate plan online

Why MBK Chapman is the Right Choice for You

With over 100+ years of combined experience, we at MBK Chapman provide tailored estate planning services designed to protect families throughout California. Whether you’re a parent of young children, a homeowner, or preparing for retirement, we ensure every detail of your plan is handled with care.

Call Now for a Consultation

(949) 767-3910

Client Reviews

★★★★★

“We had been putting off our estate planning for years because it felt overwhelming. The team made the entire process clear and manageable. They walked us through every document, answered all of our questions, and made sure our family is fully protected. We finally have peace of mind knowing everything is in place. – James, La Jolla

★★★★★

“From the first consultation, it was obvious we were working with experienced professionals. They identified issues in our existing trust that we never would have caught and rebuilt our plan to properly protect our assets. Their attention to detail and knowledge of the law gave us complete confidence in the outcome. – Vicky, Lake Forest

★★★★★

“What impressed me most was how efficient and organized the process was. Everything was handled on time, communication was clear, and there were no surprises. They made something that usually feels complicated incredibly straightforward. I would highly recommend them to anyone needing estate planning. – Sarah, Newport Beach

Office Hours

M-F – 9:00 am to 5:00 pm

WILLS & TRUSTS

Contact Info

120 Vantis Dr. Suite 500, Aliso Viejo, CA 92656

(949) 767-3910