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James F Roberts

James F Roberts


Estate and Probate Lawyer
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Law Office of James F. Roberts & Associates, APC
Anaheim, CA

About James F Roberts

Attorney Biography

James (Jim) Roberts is the founder of one of the premiere estate planning law firms in Orange County.

Since 1981, with Jim at the helm, the firm has met the estate planning needs of more than 8,000 clients.

Having witnessed the devastation of families due to poor estate planning, Jim and his firm are dedicated to protecting families from the problems of probate and avoiding overpayment of taxes.

Jim was raised in Whittier, and he graduated from the University of California, Davis and received his Juris Doctorate degree from the University of the Pacific–McGeorge School of Law.

We can help with all aspects of Estate Planning from Living Trust, Wills, & Power of attorney to Modifying a current estate plan or walking you through the administrative steps after a loved one has died.


Practice Areas

 
Estate and Probate Law (51%)
 
Trusts (13%)
 
Wills (12%)
 
Estate Planning (12%)
 
Probate (12%)

Résumé - James F Roberts

Bar Licenses

California State Bar
California
Member in Good Standing
1980

Education

McGeorge School Of Law University of the Pacific

Specialty Certifications

California Board of Legal Specialization
Board Certified Specialist
Estate Planning, Trust and Probate Law
California Board of Legal Specialization

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Contact James F Roberts

James F Roberts
Law Office of James F. Roberts & Associates, APC
3061 E. La Palma Ave
Anaheim, CA 92806
www.webuildyourtrust.com
Office: 714-282-7488

Online Profiles

More Information

Bar Membership Information

California Bar Membership -

James F Roberts - Profile information with the State Bar of California - Find more information about James F Roberts on the State Bar of California website, including: current status, actions affecting eligibility to practice law and disciplinary history.


Specialty Certification Information

Estate and Probate Law Certification -

CBLS Board Certification in Estate Planning, Trust and Probate Law - Lawyers certified in Estate Planning, Trust and Probate Law with the State Bar of California Board of Legal Specialization have demonstrated substantial involvement in this area of practice.


The CBLS defines the term "estate planning, trust and probate law" as the practice of law dealing with:


  • "the creation, protection and disposition of a client's assets, during life and upon and after death, in accordance with the client's expressed desires;

  • the tax and family relationship consequences of the client's acts and desires;

  • the preparation of wills, trusts and other documents to carry out the client's desires;

  • the administration of estates and trusts (such as necessary court or non-court procedures; tax reporting, payment of tax and tax audits; and management and transfer of assets); and

  • the protection of the property and provision for the personal needs of individuals unable to handle their own affairs by reason of age, illness or other incapacity."


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