Orange County Trusts & Estates Attorneys

Mary Finlay has been assisting clients with their trusts and estates needs for over twenty years.  With her Masters in Taxation, she is able to plan for efficient distributions of wealth, while always prioritizing the clients' goals and needs.  More recently, Charley Kausen joined the team and has been providing clients with estate planning and administration guidance, as well as litigation and probate-avoidance petitions.

Both born and raised in Orange County, Mary and Charley understand the importance of not only getting an estate plan done, but getting it done right.  Too often, clients are hurried through the process of planning or administration without truly comprehending the long-term results or implications of each decision.  That is why, when helping clients, Mary and Charley take the time to understand the clients' goals and needs.  They can then provide the best options for accomplishing those goals while explaining any pitfalls or limitations along the way.  

Whether you want to establish your own estate plan or need help administering someone else's, Mary and Charley have the skill and decades of experience that you deserve. 

Call (949) 269-4139 or fill out the contact form to learn more.

How We Can Help