OUR FIRM / 03
Built on trust.
Guided by purpose.
Over 40 years of thoughtful counsel for Newport Beach and Southern California families.
OUR STORY
A practice shaped around people.
Every lasting legacy begins with a story — ours is one of commitment, compassion, and clarity. Casey Estate & Business Planning was founded with a simple vision: to ensure our clients feel supported, informed, and confident every step of the way.
For us, estate planning is not just about documents. It is about protecting the people and legacies that matter most. With over 40 years of experience, we have built our practice on trust, integrity, and personalized service, helping families and businesses navigate complex decisions with clarity and peace of mind.
Meet our team
OUR COMMITMENT
Relationships and results, together.
Personal by design
Your family, your business, and your goals shape every recommendation we make.
Clarity in complexity
We make sophisticated legal decisions understandable, so you can move forward with confidence.
Built to endure
We look beyond today to help protect your wealth and intentions for generations to come.
HOW WE WORK
Guidance at every step.
Initial consultation
We gain a deep understanding of your assets, family dynamics, and long-term goals.
Tailored strategy
Our attorneys craft a customized estate and business strategy, balancing protection, tax efficiency, and legacy preservation.
Review & implement
We guide you through precise implementation, ensuring documents are executed and aligned with your objectives.