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Stephanie Diane Winstead

Estate planning Attorney at Laguna Niguel, CA

5.0   4 reviews

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About Stephanie

Learn Stephanie’s areas of practice.

Practice areas
  1. Estate planning

    18 years, 500 cases

  2. Corporate and incorporation

    18 years, 125 cases

  3. Tax

    20 years, 30 cases

  4. Wills and living wills

    18 years, 25 cases

Stephanie D. Winstead, Esq. earned her Juris Doctorate degree from the Chapman University School of Law in Orange, California, where she was the recipient of an academic scholarship and graduated with an emphasis in tax law. While attending law school Ms. Winstead was elected to Vice President of the Tax Law Society, was enrolled in the law school’s Tax Emphasis Program and participated in Chapman’s federally funded Tax Clinic where she assisted individuals in resolving their tax disputes with the IRS. During tax season she also volunteered her time preparing income tax returns for individuals through the IRS’ Volunteer Income Tax Assistance program (VITA).


Having enjoyed working for several prestigious Orange County litigation firms, Ms. Winstead eventually made the move to a San Diego specialty tax and estate planning firm where she honed her estate planning skills and built upon her tax knowledge.

She has prepared hundreds of estate plans and developed a broad understanding of the complex issues that arise when putting these plans into practice. Ms. Winstead has implemented many wealth preservation strategies enabling clients to transfer ownership of their assets to their heirs through strategically structured estate planning devices thereby significantly minimizing taxes and probate expenses. Additionally, as comprehensive wealth preservation frequently involves the transfer of business interests, Ms. Winstead incorporates partnerships, corporations, structured gifting and charitable trusts into estate plans where appropriate to satisfy each client’s unique goals.


In 2008 Ms. Winstead received the honor of being named Young Attorney of the Year by the San Diego Daily Transcript. Ms. Winstead is licensed to practice law in all California Courts and the United States Federal Court for the Central District of California. She stays current on the latest tax and estate planning developments as a member of both the Taxation and Estate Planning sections of the California Bar Association, the American Bar Association, and the Orange County Bar Association.


When not working, Ms. Winstead enjoys sailing with her family.  She and her husband are very competitive sailors and race sailboats throughout Southern California.

Photos and videos

Licensed for 17 years
State CA
Status Active
Acquired 2005
Updated 12/05/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Stephanie

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Winstead Law Group, APC
28202 Cabot Road, Suite 300
Laguna Niguel, CA, 92677


5.0 / 5.0
  4 customer reviews
5 Star
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1 Star
Posted by Tabatha | December 5, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Phenomenal Service & Attention to Details
For anyone who is considering creating or updating their Living Trust, we just completed ours with Stephanie Winstead; she specializes in Comprehensive Tax, Asset Protection & Estate Planning. She was ultra thorough, affordable and extremely knowledgeable with a priority on educating you through the process by patiently answering every question until you are completely satisfied. Her compassion, ethics and professionalism surpassed our expectations, as she went above and beyond to provide outstanding customer service!
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Posted by Paige | October 5, 2014
Winstead Law Group exceeded our high expectations. We already knew our estate plan would be in great hands, but everything was better than we imagined. Mrs. Winstead was extremely knowledgeable, experienced, easy to talk to, and detail oriented. You can tell that Stephanie loves and has pride in her work. We sleep easier at night because we know our family is better prepared and we couldn't be happier with our decision to work with the Winstead Group.
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Posted by Roger | July 19, 2014
Mrs. Winstead
I was at the point in my life that I need to update my living trust. I contacted Stephanie and shared with her some of the changes and concerns in during recent years that might affect the living trust. Stephanie made an appointment within the week, at which time we discussed more in detail what parts of the document might be updated. Within a short period of time, Stephanie had revised the document and submitted it to me for review. Through the entire process, Stephanie was professional courteous and worked efficiently. Thank you for your assistance Stephanie.
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Posted by anonymous | July 17, 2014
Highly recommended
My business partner and I were referred to Stephanie to help us draw up our new business by-laws, etc. She was very thorough, knowledgeable, quick to respond to us at any time, extremely helpful and very pleasant to work with.


  • Free Consultation 30 minutes
Payment methods


AVVO RATING 7.6 (Very Good)


  • Chapman University School of Law
  • JD - Juris Doctor
  • 2003
  • University of California - Irvine
  • BA - Bachelor of Arts
  • 1998


  • Laguna Niguel Chamber of Commerce
  • Board of Directors
  • 2014 - Present
  • Laguna Niguel Lions Club
  • Board of Directors
  • 2013 - Present
  • American Legion Auxiliary Unit 281
  • Member
  • 2013 - Present
  • California Bar Association - Estate Planning
  • Member
  • 2005 - Present
  • Orange County Bar Association - Estate Planning
  • Member
  • 2005 - Present
  • WealthCounsel
  • Member
  • 2005 - Present
View all associations

Languages Spoken

  • English

Honors and Awards

  • Ambassador of the Year
  • Laguna Niguel Chamber of Commerce
  • 2013
  • Top Young Attorneys
  • San Diego Daily Transcript
  • 2008

Speaking Engagements

  • Financial Focus Group
  • Financial Elder Abuse
  • 2013

Attorney endorsements

Received (3)
Given (2)
Endorse Stephanie
Estate planning Attorney | Sep 18
Relationship: Fellow lawyer in community
"I endorse this lawyer. Stephanie is a credit to the legal profession. She is a tireless advocate for sound estate planning and is a respected fellow member of WealthCounsel. I fully recommend Stephanie for both estate planning and business counsel. You'll enjoy speaking with her, sharing ideas and you'll find her to be very reliable. I recommend her without reservation."
Estate planning Attorney | Apr 24
Relationship: Fellow lawyer in community
"I have known Stephanie for close to a year and a half and have worked with her on many cases which we have referred to each other. Stephanie is professional, knowledgeable, reliable and trustworthy. I have, and will continue to, refer clients to her."
Estate planning Attorney | Feb 29
Relationship: Fellow lawyer in community
"Over the past two decades I have had the opportunity to know many lawyers. Of all those attorneys, I recommend Ms. Winstead to my clients for estate planning. She is very knowledgeable and a outstanding value."