Newport Beach Estate Planning Attorneys
At the Soto Law Group, we understand and serve the needs of our clients in all stages of life. From preparation via Estate Planning, Special Needs, Conservatorships, Trust Administration, Probate or Trust and Wills disputes. We serve all generations of clients in Newport Beach and surrounding California communities.
Newport Beach estate planning attorney Romelia DeDe Soto, Esq. has extensive experience handling issues ranging from simple wills and trusts to high-asset real estate transfers and business successions. DeDe and her experienced legal team are prepared to handle your critical legal issues with care and attention to detail.
“We help those who choose to plan and we clean up the messes of those who fail to plan.”
-Romelia DeDe Soto

Estate Planning – The Creation of Wills and Trusts
We can help you protect your family and your assets and according to your wishes through careful and customized design of your Will, Trust, Health Care Directives and Durable Power of Attorney and, for families with minor children, Naming Guardians.

Probate
We help you through the complex and overwhelming process of settling the legal and financial affairs of a deceased family member.

Will And Trust Disputes, Beneficiary Representation
If you are engaged in an estate dispute, we can help you explore your options and understand the full scope of your legal rights.

Trust Administration
We assist the Successor Trustee and/or Beneficiary to protect their rights and interests as well as understand their responsibilities in the trust administration process.
Asset Protection
We utilize legal techniques and a body of statutory and common law when dealing with protecting assets of individuals and business entities.

Special/Supplemental Needs Trusts
We ensure that the financial future and subordinate planning your special needs child or family member with disabilities are protected

Conservatorships
We guide you through this often complex and emotional process.

Child Protection Plans – Naming Guardians
We make sure that your children are protected should the unthinkable happen and help you choose the right guardians for your kids.

Real Estate Transfers
We handle purchase and sale agreements as well changing the legal title and transferring the deed.
Business Succession Planning
Our background in Estate Planning, Real Estate, and Business Law allows us to better understand the legal challenges owners of family businesses face when passing business assets from one generation to the next.

Estate Planning – Wills and Trusts
We can help you protect your family and your assets and according to your wishes through careful and customized design of your Will, Trust, Health Care Directives and Durable Power of Attorney and, for families with minor children, Naming Guardians.

Probate
We help you through the complex and overwhelming process of settling the legal and financial affairs of a deceased family member.

Trust Administration
We assist the Successor Trustee and/or Beneficiary protect their rights and interests as well as understand their responsibilities in the trust administration process.

Will And Trust Disputes, Beneficiary Representation
If you are engaged in an estate dispute, we can help you explore your options and understand the full scope of your legal rights.

Special/Supplemental Needs Trusts
We ensure that the financial future and subordinate planning your special needs child or family member with disabilities are protected

Conservatorships/Guardianship
We guide you through this often complex and emotional process.

Real Estate Transfers
We handle purchase and sale agreements as well changing the legal title and transferring the deed.

Child Protection Plans – Naming Guardians
We make sure that your children are protected should the unthinkable happen and help you choose the right guardians for your kids.
Business Succession
Our background in Estate Planning, Real Estate and Business Law allow us to better understand the legal challenges owners of family businesses face when passing business assets from one generation to the next.
Asset Protection
We utilize legal techniques and a body of statutory and common law when dealing with protecting assets of individuals and business entities.
Legacy Planning – Protecting Your Family
Full comprehensive planning that encompasses your current life stage and factors in your family dynamics and legacy preservation for future generations.
Workshops, Webinars & Special Offers
Free Live Event on “Estate of Change - Smart Moves in Divorce, Asset Protection and Legacy Planning”
Thursday, April 24, 2025 from 5:00pm-7:00pm
This event explores essential estate planning topics, including the importance of a Living Will and Trust, how to avoid costly real estate mistakes during divorce, and what to know to ensure your Marital Trust is valid. Gain clarity on these critical legal matters and learn how to protect your assets and loved ones through informed planning.
Location: 4041 MacArthur Blvd, Newport Beach, CA 92660 - 1st Floor Lobby Lounge Light refreshments will be served - bring a guest!
To register:
Online: Click here to register
or call (949) 945-0059
Romelia DeDe Soto
Attorney At Law
and
Katie Dorr, Realtor
Certified Divorce Specialist
Free Event on “Medicare and Estate Planning”
Tuesday, April 29, 2025 from 5:00pm-7:00pm
This event will offer essential guidance on planning for your future, covering key estate planning documents, preparing Executors and Trustees for their fiduciary roles, and understanding when incapacitation letters take effect. You’ll also gain valuable insights into Medicare — including eligibility, costs, the differences between Parts A, B, C, and D, and the benefits of Medicare Supplements and Advantage Plans.
Location: 4041 MacArthur Blvd, Newport Beach, CA 92660 – 1st Floor Lobby Lounge Light refreshments will be served – bring a guest!
*The intended purposes and uses of information provided to register for this event is protected and only utilized for event confirmation and The Soto Law Group’s internal marketing purposes. You will not be contacted regarding any products or services relating to Medicare without written consent. Not affiliated with or endorsed by Medicare or any government agency. For accommodations of persons with special needs at meetings call 1-800-633-4227 or TTY 1-877-486-2048. This event is only for educational purposes and no plan-specific Medicare benefits or details will be shared.*
To register:
Online: Click here to register
or call (949) 945-0059
Romelia DeDe Soto
Attorney At Law
and
Cheryl A. Canty
Attorney & Medicate Independent Insurance Agent
Place Your Legal Matters In Trusted Hands
The Soto Law Group is a trusted source of legal guidance for families in Newport Beach, Huntington Beach, Irvine and throughout surrounding California communities.
Newport Beach estate planning attorney Romelia DeDe Soto has extensive experience handling issues ranging from simple wills and trusts to high-asset real estate transfers and business successions.
DeDe and our experienced legal team are prepared to handle your critical legal issues with care and attention to detail.
What DeDe’s
Clients Say
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