Jonathan Alexander
Wills, Trusts, & Probate (Transactional)
Irvine, California
Personal Introduction
Jonathan Alexander is the owner of the Law Office of Jonathan D. Alexander, Esq. He helps individuals, families, and business owners pass their hard-earned property to their loved ones using innovative estate planning techniques. Jonathan was born and raised in Idaho. He earned his juris doctor from the University of Idaho College of Law and then completed a judicial clerkship in Honolulu, Hawaii. In 2005, he moved to California and began his law career as a civil litigator and then General Counsel (corporate attorney) for a health insurance company. Jonathan is a member of Wealth Counsel, a nationwide association of estate planning professionals, and leverages its industry leading technology to draft estate plans that incorporate some of the most sophisticated and modern estate planning practices in the business. Jonathan is recognized by his peers and fellow Orange County professionals as an authority on estate planning. He is a frequent guest lecturer often partnering with other local luminaries of the accounting, real estate, and financial services industries to provide educational seminars about estate planning and changes in the law. Jonathan also maintains a blog where he provides his clients and subscribers estate planning tips and updates about developments in estate planning law.
Practice Composition
Transactional
Education
Practice Summary
Motivated by a desire to start a law firm that would make an important contribution to his clients’ lives, Jonathan launched his estate planning practice. As an estate planning attorney, Jonathan has the privilege to help his clients take critical action to safeguard their assets and pass them to the next generation, protect minor and special needs children, and to help clients create legacies that can sustain their families for generations to come. Jonathan is truly passionate about estate planning and helping his clients. He knows that each case is as unique as the families that contact him for assistance. He understands that estate planning is not merely preparing for death but planning for a prosperous life, making sure that each client’s desires are met and establishing protections for unwelcome events.
Response Time
1 day
Affiliations
Wealth Counsel
What is Overture?
Overture is an attorney-to-attorney referral network. Vetted attorneys refer matters they can’t take on to trusted colleagues and earn fee splits when they do, expanding what every attorney can offer their clients.
Peer Recommendations 1
