Estate Planning
Wills, trusts, powers of attorney, and advance healthcare directives. Estate planning at Mortensen Law starts with a conversation about your family and your goals, not a checklist.
Mortensen Law · Santa Clarita
Call the Newhall office to discuss estate planning, probate, trusts, or another legal matter.
Call (661) 799-9225Serving Santa Clarita
Mortensen Law serves Santa Clarita individuals and families from a Newhall office at 22807 Lyons Avenue, just minutes from most Santa Clarita Valley communities. The practice covers estate planning, wills, living trusts, probate, trust administration, and related tax matters.
Santa Clarita is one of the largest cities in Los Angeles County, with a population spread across Newhall, Valencia, Saugus, Canyon Country, Stevenson Ranch, and other distinct communities. Families here range from young couples buying their first home to retirees who have spent decades building what they want to pass on. Many prefer working with someone local: not a downtown Los Angeles firm, not a call center disguised as a law office, but an attorney available for an in-person conversation.

Dan Mortensen has been serving the Santa Clarita Valley from the Newhall office. He handles estate planning, probate, and trust matters as a combined practice, which matters when your estate plan involves real property, retirement accounts, business interests, or tax considerations that interact in ways a single-document approach would miss.
If you are comparing documents or trying to plan ahead, Mortensen Law can help you understand estate planning services from the perspective of your family, property, and goals.
For many Santa Clarita families, one of the first planning questions is whether a living trust would make future decisions clearer for the people they love. Mortensen Law can discuss that question as part of the broader estate-planning conversation.
Legal services
Wills, trusts, powers of attorney, and advance healthcare directives. Estate planning at Mortensen Law starts with a conversation about your family and your goals, not a checklist.
A revocable living trust is one of the tools California families use to transfer property to loved ones without going through probate court. Mortensen Law prepares living trusts as part of a complete estate plan.
When a family member dies and their estate needs to go through the court process, Mortensen Law guides executors and administrators through the probate process from petition to distribution.
If you are a successor trustee after the grantor’s death, Mortensen Law helps you understand your duties, meet legal obligations, and reduce avoidable risk.
The firm’s tax practice covers estate tax planning, estate taxation, IRS appeals, and tax law matters that intersect with estates and trusts.
Local probate note
Probate cases for Santa Clarita residents are handled by the Los Angeles County Superior Court. The relevant courthouse for most probate filings is in downtown Los Angeles, though filings and hearings can sometimes be managed without the client needing to appear in person. California probate law applies statewide, but the practical experience of working with the LA County court system, its timelines, procedures, and requirements, matters.
Office location
Mortensen Law meets clients by appointment at 22807 Lyons Avenue, Newhall, CA 91321. Use the map to preview the office location, then open live directions when you are ready to travel from Santa Clarita.
Nearby communities
Call to schedule an initial consultation at the Newhall office.
Call (661) 799-9225