Estate Planning for the Heart of Orange County
Anaheim is a city of distinct neighborhoods, each with unique estate planning challenges. From the luxury view-homes in Anaheim Hills (92807, 92808) to the revitalized historic districts in The Colony (92805) and the thriving businesses near the Resort District, the financial stakes are massive. In 2026, a generic "online will" is a liability for Anaheim families. Your estate requires a plan reviewed by a Licensed California Attorney to handle high property values, business succession, and California's aggressive Proposition 19 tax rules.
1. Anaheim Hills: Protecting Luxury View Homes
Anaheim Hills (zip codes 92807 and 92808) features some of Orange County's most desirable view properties, with homes regularly exceeding $1.5 million to $2 million+. These hillside estates often have complex ownership structures including HOA memberships, private road maintenance agreements, and view easements. Generic online trusts don't address these Anaheim Hills-specific concerns. Our attorney-reviewed trusts include proper language for all property-related covenants and associations.
2. Resort District Business Succession
The Anaheim Resort District—home to Disneyland, the Convention Center, and hundreds of hospitality businesses—requires specialized estate planning for business owners. Whether you own a restaurant, hotel interest, or tourism-related business near Harbor Boulevard or Katella Avenue, your estate plan must address business entity ownership, liquor license succession, and commercial lease assignments. Our trusts include proper business asset protection clauses that generic templates completely miss.
Probate Loss: The Anaheim Reality
| Neighborhood Example | Gross Estate Value | Statutory Court Fees | Our One-Time Fee |
|---|---|---|---|
| Southeast Anaheim / The Colony | $850,000 | $40,000 | $400 |
| Median Anaheim Single-Family | $960,000 | $46,000 | $400 |
| West Anaheim / Platinum Triangle | $1,200,000 | $50,000 | $400 |
| Anaheim Hills Luxury View Homes | $2,000,000+ | $66,000+ | $400 |
*Statutory fees are mandatory for both attorney and executor under CA Probate Code §10810. Debts and mortgages are NOT deducted.*
3. The Colony: Multi-Generational Estate Protection
The Colony (92805) is home to many multi-generational Anaheim families who have owned their properties since the 1950s and 1960s. These homes often have extraordinarily low Prop 13 tax bases that are valuable family assets. Under Proposition 19, if your children inherit but don't move into the home as their primary residence within one year, the property tax could jump from $2,000 to $12,000+ annually. Our attorney-reviewed trusts prioritize the specific funding and exclusion language needed to protect your family's low tax base.
4. The 2026 Prop 19 Reassessment Trap
The 2026 inflation-adjusted exclusion under Proposition 19 is $1,044,586. If your Anaheim home's market value exceeds the current assessed value by more than this amount, your heirs face partial reassessment. On an Anaheim Hills home assessed at $200,000 but worth $1.5 million, improper planning could cost your family over $10,000 per year in additional property taxes. Our attorney-led trust strategy maximizes your parent-child exclusions.
