Law Office of James F. Roberts & Associates, APC

I brought my mother to Mr. Roberts to review and update her Trust. From the moment we met with him, we were impressed by how welcoming, professional, and thoughtful he was. He took the time to explain everything clearly and patiently, making sure my mother understood each step of the process. His approach made what could have been a complicated matter feel comfortable and straightforward. Because of that positive experience, my wife and I later scheduled a meeting with him to review our own trust. Once again, we found Mr. Roberts to be exceptionally professional, knowledgeable, and easy to work with. He carefully walked us through the details, answered all of our questions, and made the entire process feel both manageable and reassuring. We left both meetings confident that we had made t

James F. Roberts helped my father plan his estate and prepare his trust. When my father passed, James Roberts guided my siblings and I through the process to settle his estate. The process was so streamlined and simple because everything was perfectly planned for in the trust. My whole family appreciates James Roberts and we highly recommend him to all. My husband and I also just had James Roberts personally prepare our trust because we know we can trust him completely to give us the best legal advice, and update us if need be with any important changes that might arise, regarding taxes, etc.. all that greatly benefit our family. Again, we highly recommend James F. Roberts, and if you don’t currently have a trust..please don’t delay! Such a priceless gift to your family.

I began my research into a living trust in mid-2023 when I knew I wanted to establish security for my son and my family and leave things in order for them. I googled trust attorneys near OC and set up a few consultations. What stood out to me about this office is that once I submitted an online inquiry, I was contacted very quickly, if memory serves correct, the next day. I was contacted to get scheduled for a phone consult and received an email with a packet to fill out my information ahead of the call so the attorney knew what my goals were with a trust. My needs were fairly simple, and after the phone consult I felt comfortable that this office is knowledgeable and my trust would be in good hands. I went in person for the meeting with the attorney, completion of the trust. Their offic

I just have to share. I cannot say enough about this law firm! I had previously worked with another law firm, who never seemed to have time, and made me feel as though I was an imposition. That is definitely not the case with James F. Roberts and Associates. Holly Nebiey and Ana Howell have been so very helpful in reviewing my trust, along with my mothers trust and helping me make some adjustments to better secure our investments. They were so very kind, patient and went above and beyond to help me get some items straightened out to secure our family trusts and assure all is as needs to be. I cannot give them both enough thanks for helping me, educating me and fixing what could have been a bad situation. Going forward, this firm will have all my business and I would wholeheartedly r

James Roberts took care of our parent’s family trust in 1994. Our dad passed 27 years ago and Mom was blessed with a very long life. For many years, Mr. Roberts continued to be available to assist Mom, advising her to revisit the family trust at least every 5 years to be sure to gather all the life changes that ensued, until her own passing earlier this year (2025). He gave her all the tools she needed, which gave our entire family a huge sense of security. During the last 6 months of mom’s life, we spent much time with Mr. Roberts. He patiently reviewed the (many!) details with all of us present. He shared his abundant knowledge and experience with a gentle and empathetic guiding hand, all while remaining focused and efficient. His sincerity, patience and devotion to helping his