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 Webinar on “Understanding Estate Taxes & Probate”

Wednesday, June 19 at 12:00pm

 

Learn how Estate tax exemptions and deductions and how that effects your family and your assets. Discover the implications of poor planning or no planning and how that leads your loved ones to Probate court to settle your estate.

To register:

Online: Click here to register

or call (949) 945-0059

Presented By

Romelia DeDe Soto

Attorney At Law

And

Momi Pointer

Mortgage Advisor/Arbor Financial Group

What DeDe’s

Clients Say

We had the pleasure of working with Dede to create our family trust and we couldn’t be happier with the experience. Her team was extremely knowledgeable, professional, and efficient in guiding us through the process. They were patient with all of our questions and concerns, and made sure that all of our wishes were incorporated into the trust. They are also very helpful in keeping the trust up to date as our family grows and our needs evolve. Overall, I would highly recommend Soto Law Group to anyone in need of estate planning services.

Peter

Soto Law Group helped us make the difficult task of Estate Planning easy. Everyone was so professional and kind and thorough, and they walked us through every step with patience and caring. Our experience with DeDe and everyone in the office was superb.
Thank you, Soto Law Group!

Melissa

Outstanding Estate Planning Services. Soto Law Group is client-focused, providing outstanding customer service; they are thorough, knowledgeable and very fairly priced. Highly recommended!

Scott

I am pleased to provide my highest recommendation to DeDe Soto and the entire Soto Law team, including Anita, Kelly, Taura, Kim, etc. Although an Accountant by trade, I do not have much knowledge on Trusts, Guardianships, etc., besides the fact of knowing their importance. DeDe not only took the time to draft the documents to our specifications, but personally took the time to educate me and my wife every step of the way. DeDe is extremely professional but also down to earth and very pleasant. I highly recommend that you give the Soto Law Team a call for your Trust, Estate, and Guardianship planning. You CANNOT go wrong. Thank you.

Andrew

We had a great experience with Dede Soto preparing our living trust. Her staff is very helpful, and we would definitely recommend her law group to our friends and family.

Lindsey

Personalized and detailed planning for our family! We are so pleased we chose Soto Law Group and worked with DeDe to secure our family’s future.

Brittan

My wife and I welcomed our first child into the world this year. She learned about Soto Law Group from her new mom’s group and pointed out that it was time to think about estate planning, ASAP.

We are in our mid-30s but now that the stakes are higher we wanted to ensure that our daughter would be cared for in the event that something happened to either or both my wife and I.

We set up an introductory meeting/consultation with DeDe Soto and then worked on making key decisions about our life and financial planning. While I didn’t think that we had a lot of assets, we do own our home, and that alone was reason enough to create a trust. DeDe was patient and focused and prepared a custom plan that met our needs.

With the documents fully executed, I have peace of mind and can focus on being a Dad. If our circumstances change we have the option of going back to Soto Law Group to make updates.

I would recommend her firm and its services!

Aric

We just completed our Trust with Soto law group and the experience was exceptional. We were referred to them by friends of ours, and we couldn’t be happier. A lot of thought and information goes into establishing trust. Dede and her team kept us on task and helped answer questions along the way. They have a secure online portal for entering the information, making the task much easier. They are thorough and comprehensive with their system and team to protect our family. Can’t thank you enough!

James

Our experience was very good on all counts. Dede was always cheerful, helpful, and extremely informative. We felt very comfortable navigating through a new experience for us (Canadians) as we had never bought property/set up a trust in the states before. Would recommend this group to our friends.

Linda

DeDe Soto helped us create a family trust. She thoroughly explained all of the options and the advantages and disadvantages of each option. Once we decided which option, DeDe and her team walked us through the entire process, giving us checklists to ensure that we covered all bases. They were all readily available to answer questions and provide additional information. Our meetings were informative, on point and adhered to the appointed time and duration. I highly recommend the Soto Law Firm for your estate planning needs

Karen and Tom

Recently I had our trust revised after my husband died. R. DeDe Soto was highly recommended to me. She was recommended for good reasons. She is compassionate, patient and very thorough. She made sure that I understand the content of the trust and how precise the content of the trust needs to be. She walked me through the process, explaining in layman’s terms exactly what needed to be done, what records I needed to provide. I feel secure in her guardianship of my trust. Thank you DeDe!

Denise

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