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Planning For Life and Membership Programs

Serving Tustin, Irvine and Santa Ana, California, and the Surrounding Areas


Our Your Life, Your Plan Membership Programs™ are part of what set us apart and allow us to care for you and your family throughout all life's stages.

At most estate planning law firms the relationship ends when you sign your documents. At Merhab Robinson, Jackson & Clarkson, A Professional Corporation we see the signing your estate planning documents as the beginning of our relationship with your family.

Over time, your assets will change; your family may change; we know for sure that the law will change. Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless... worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.

To help you make sure your plan is always current, Merhab Robinson, Jackson & Clarkson, A Professional Corporation offers Your Life, Your Plan Membership Programs™.

With each of our estate plans we include a no-charge three year review to ensure that as our clients' lives change, so does their estate plan and ensure that all our clients' assets are held properly for maximum protection. We also include in our planning process a creative way for our clients to pass on more than just their financial assets, but also their human assets – who they are and what is important to them. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our annual membership programs or not, we keep all our clients updated about changes in the law and issues that might affect their lives.

Some of the Benefits Provided Under Our Membership Plans include:

  • Annual Plan Review with Unlimited Plan Amendments;
  • Annual Priceless Conversations to transition your most important and most frequently lost family wealth – who you are and what's most important to you.
  • Substantial discount on our fees for advising your loved ones after you're gone;
  • Annual Review of Your Assets and Update of Your Asset Spreadsheet;
  • And much more, including valuable membership enrollment bonuses.

For more information about our unique programs, please contact us.

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A qualified team of estate & business planning attorneys at MRJ&C is waiting to serve you! The MRJ&C team can simplify your life planning with fundamental estate planning, wills & trusts, powers of attorney, Medical Directives and documents, probate & estate administration, planning for minors children, special needs and disability planning and trusts, estate plans for blended families, estate planning for same-sex couples and LGBT planning, estate tax planning and minimizing, business transfer and succession planning, small business planning in general, and asset protection and limiting liability. MRJ&C serves clients all throughout Orange County, including (but not limited too) Tustin, Irvine, Santa Ana, Ahaheim, Newport Beach, Aliso Viejo, Mission Viejo, Huntington Beach, Costa Mesa and Lake Forest, California.

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Paula Clarkson, Attorney | (714) 972-2333 | info@mrjcestateplanning.com | 1551 N. Tustin Avenue Suite 1020, Santa Ana, CA 92705
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