Estate Planning Attorney in Santa Clarita, CA
Plan for your family, property, decision-makers, and future care with documents that reflect your real life.
Explore Estate Planning →Mortensen Law · Santa Clarita area
Estate Planning Attorney in Santa Clarita, CA | Clear Next Steps
Free initial consultations for estate planning, probate, and trusts from a Newhall office.
Call Now (661) 799-9225- CA Bar #175928
- Licensed in California since 1995
- UC Hastings J.D. / NYU LL.M. in Taxation
Welcome to Mortensen Law
A calm place to start when the questions feel important.
Estate planning and probate decisions are personal. They involve the people you love, the property you have worked for, and the choices you want to make with care. At Mortensen Law, the first conversation starts with what is happening in your life—not with a one-size-fits-all form.
Dan Mortensen helps individuals and families throughout the Santa Clarita Valley as an estate planning attorney in Santa Clarita, with wills, trusts, probate, trust administration, and related tax questions. Whether you are planning ahead, reviewing documents that no longer feel current, or responding to a concern after a death, the office gives you a focused place to ask questions and understand your next step.
Bring the records and questions you have. You do not need to have everything figured out before you call.
A thoughtful next step
You do not have to navigate these decisions alone.
Questions about a will, trust, probate matter, or a loved one’s affairs can feel heavy—especially when there is a lot of information, a lot of emotion, or several people relying on you.
Mortensen Law provides a calm place to begin. The office will listen to what is happening, help you identify the documents and decisions that matter, and give you a clearer sense of what to do next. It is okay to start with one question.
Practice areas
Find the right starting point.
Probate Attorney in Santa Clarita, CA
Understand what needs to happen after a death, what documents matter, and whether a probate process may be involved.
Explore Probate →Trust Administration Attorney in Santa Clarita, CA
Get practical direction when a trustee or beneficiary needs to understand duties, records, timelines, and distributions.
Explore Trust Administration →Tax Attorney in Santa Clarita, CA
Use Mortensen Law’s tax background for estate-tax planning, trust tax questions, and tax controversy concerns.
Explore Tax Law →Core Services
Estate Planning in Santa Clarita, CA
Plan around your family, property, and goals.
Learn More →Probate in Santa Clarita, CA
Practical guidance for documents, records, and next steps.
Learn More →Trust Administration in Santa Clarita, CA
Practical guidance for documents, records, and next steps.
Learn More →Common questions
Estate planning questions people ask before they call.
What does an estate planning attorney in Santa Clarita help with?
An estate planning attorney can help you think through wills, trusts, powers of attorney, healthcare directives, beneficiary questions, and how your documents should reflect your family, property, and goals.
Do I need a will or a trust in California?
The right approach depends on your assets, family, privacy concerns, and planning goals. Mortensen Law can review your situation and discuss whether a will, trust, or a combination of documents may fit your needs.
When should I review an existing estate plan?
A review can be useful after a marriage, divorce, birth, death, new property, move, inheritance, health change, or when the people named in older documents no longer feel like the right choices.
What should I bring to an initial consultation?
Bring any existing will, trust, powers of attorney, healthcare documents, deeds, account or beneficiary information, notices, and a list of the questions or concerns that prompted you to call.
Does Mortensen Law handle probate and trust administration?
Yes. The firm helps with estate planning, probate, trust administration, trustee and beneficiary questions, and related tax issues from a Newhall office serving the Santa Clarita Valley.
Visit Mortensen Law
Conveniently located in Newhall.
Meet with Mortensen Law at 22807 Lyons Avenue, Newhall, CA 91321. The office serves Santa Clarita, Newhall, and surrounding Santa Clarita Valley communities.
Office hours:
Monday–Friday, 9:00 a.m.–6:00 p.m.
Get a Clear Next Step.
Call Mortensen Law to discuss scheduling an initial consultation.
Call (661) 799-9225