We Are Ready To Help

Financial events related to trusts, conservatorship and probate can be complicated and stressful. Let us help; rely on our expertise! 

At OC Probate & Trust Services we are ready to help you navigate the details and decisions.

Please complete the provided form, including a brief description of the financial services you are interested in or contact us at the information listed below.

Thank you for reaching out. We look forward to speaking with you soon.


Name *

OC Probate & Trust Services
1700 Adams Ave, Suite 205, Costa Mesa, CA 92626
Phone: (714) 662-3000
Fax: (714) 662-3003


Becky Cote, CLPF, NCG
License # PF424


Laura Lane, CPA, CLPF, CFE
License # PF891