About Joshua

Biography

Every stage of your family's life has a money and a tax decision hiding inside it. Buying a home. A child turning 18. Selling a property or a business. Helping a parent. Administering a trust after a loss. Handled early and well, those moments get far easier on your family. That is the whole reason we built our firm the way we did.

I co-own Meier Law Firm in Newport Beach with my wife, Laura, who founded it in 2010. Together, we've helped more than 3,000 California families plan for every stage of life and every life event.

I'm also a Certified Tax Coach (CTC) through the American Institute of Certified Tax Planners, so I design estate plans with the tax decisions built into the plan from the start: estate and gift, income, capital gains, and California property taxes, including the Prop 13 and Prop 19 decisions that can determine whether your children keep the family home's tax base. I work alongside your CPA and financial advisors so the legal structure, the tax decisions, and the financial plan point in the same direction.

Earlier in my career, I spent years in business, probate, trust, and estate litigation. I saw how families end up in conflict and court, and I design plans to help avoid those outcomes from the start.

THE MEIER LAW FIRM DIFFERENCE

Many firms bill by the hour and treat estate planning as a one-time transaction. We don't. We build a custom plan for a clear, flat fee, then stay your family's attorneys for the long run.

What our planning includes:
• A clear, flat fee, known before anything begins
• A custom plan built around your family and goals
• Trust funding, so the plan is properly implemented
• Our Kids Emergency Plan for families with minor children
• A Legacy Interview to pass on values, not just assets
• Calls and emails answered without the meter running
• We reach out at least every three years to review your plan with you
• A lifelong relationship with a firm that knows your family

For families who want it, our firm also offers faith-integrated Catholic estate planning alongside fully secular planning. California families trust us with this work, with 450+ five-star reviews on Google and Yelp.

Our firm is built to be your family's attorneys for every stage of life and every life event. The plan we sign today is the starting point. When your child turns 18 and needs powers of attorney before college, when you sell a business or property, when a parent needs help, or when a spouse passes and a trust needs administering, you call the same firm that already knows your family.

Areas of focus: estate planning, trusts, trust administration, probate, tax strategy, and wealth transfer for California families.

Licensed in California since 2006. When you're ready, use the contact options on this profile to schedule your Initial Planning Session.

Practice Areas

Estate Planning 50%

20 years

50%

Trusts 20%

20 years

20%

Probate 15%

20 years

15%

Tax 15%

Tax strategy and planning for estate, trust, property, capital-gains, and wealth-transfer decisions. Not tax return preparation, bookkeeping, IRS controversy, or tax litigation.

14 years

15%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes

Payment Methods

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Credit Card

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Licenses

Licensed in California for 19 years

State: California

Acquired: 2006

Active

No misconduct found

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Location

Meier Law Firm

450 Newport Center Dr., Suite 500, Newport Beach, CA, 92660

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Joshua David Meier's Reviews

Avvo Review Score

5.0 /5.0

4 Client Reviews

Showing 1 - 4 of 4 reviews

Posted by Blake | April 04, 2020 | Hired Attorney

Exceptional Firm & Staff

The Meier Law Firm was recommended by my trust attorney. I had questions regarding a special needs trust. Josh has expertise in Elder and Trust law. It's so funny the first time I talked with Josh, I didn't realize he was the firm's co-founder (until after he left the conference room), because he's s...o unassuming. I must mention Jonathan (Josh's right hand) & Bonnie Johnson, they were also extremely knowledgeable and approachable. If Josh was busy, Jonathan answered or relayed questions as needed. Meier Law prides itself on making sure clients are "past of the family." I can attest that it's not just a phrase on the website. I've established a relationship with the firm and they'll adapt the trust as my needs change. Josh ended up crafting an Irrevocable Trust, for me, because it's best for my situation. I'm pleased that my trust attorney recommended Meier Law Firm. Best money I've spent. You can't put a price on peace of mind.

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Posted by Jay | February 07, 2018 | Hired Attorney

Seamless and Invaluable

We met with Josh to set up our entire estate plan and he was very thorough and easy to talk to. He really broke things down into easy to understand parts. Josh and his entire team made the process so easy for us, and we feel about 10 pounds lighter knowing this very important item is checked off... of our to-do list. Everyone at the firm is very knowledge and most of all, available. I had a few follow up questions, and Bonnie and Josh were both able to answer them right away. I wholeheartedly recommend Josh and the Meier Law Firm team.

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Posted by Roslyn Drotar-Cassidy | January 26, 2018 | Hired Attorney

The best - hands down!

Josh was hands down THE best fit for our family. He listened to our goals and made sure that our blended family was taken care every step of the way. He asked us questions we never thought about and make certain we were taken care of every step of the way. I left feeling like our family was protec...ted and taken care of.

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Posted by anonymous | January 18, 2018 | Hired Attorney

Awesome trust attorney!

We met with Josh to set up our plan and he was really friendly and really helpful. They made the process so easy for us, and now we feel better knowing our kids would all be taken care of. Everyone at the firm is very warm and caring and their office is very beautiful. I highly recommend Josh and t...he Meier Law Firm team.

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Joshua David Meier's Lawyer Endorsements

Endorse Joshua

Andrew Nelson

Wills and living wills lawyer | Feb 07

Relationship: Worked together on matter

"I worked alongside Josh for years. A key quality for Josh is judgment. Clients want problems solved. Josh has a keen eye for grasping exactly what the client's problem is and sketches a straight path to the solution. If a client wants anxiety and uncertainty reduced - Josh is exactly the kind of lawyer to look for."

Jessica Kiely

Estate planning lawyer | Feb 07

Relationship: Worked together on matter

"Josh is an honest, caring, and detail oriented attorney. He is dedicated to providing her clients the absolute best care and guidance. He is always available to answer those tricky questions, and he does so with enthusiasm. I highly endorse this attorney."

Derek Wilson

Estate planning lawyer | Feb 06

Relationship: Worked together on matter

"Josh is smart, honest, efficient, and caring. He is an excellent lawyer."

Sarah Gubler

Estate planning lawyer | Feb 01

Relationship: Worked for lawyer

"Josh is truly a expert in his field and one of the brightest attorneys I've worked for. He seems to know the answers to everything and yet remains humble enough to continue learning himself and welcoming others' ideas."

James Nachtwey

Family lawyer | Jan 31

Relationship: Worked together on matter

"I endorse this lawyer."