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Holly Nabiey

also known as Holly Nabiey, JD
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Avvo Rating10
  • Anaheim, CA
  • Licensed for 9 years
  • Free consultation
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About Holly

I'm an estate planning attorney experienced in living trusts, generational wealth planning, trust administration and asset protection at a boutique, but predominant, estate planning law firm in Orange County, California, which has proudly established over 9,000 trusts.

I focus on the creation and administration of trusts to achieve a variety of client goals, including probate avoidance, family wealth preservation, government benefit eligibility and planning, and the reduction or elimination of estate, gift and other tax consequences. I have worked on nearly one thousand trust projects involving both standard revocable living trusts and irrevocable trusts (e.g. Dynasty Trusts, Multi-Generational Trusts, Intentionally Defective Grantor Trusts (IDGTs), Qualified Personal Residence Trusts (QPRTs), Irrevocable Life Insurance Trusts (ILITs), Medi-Cal trusts, Individual Retirement Account [IRA] Beneficiary Trusts, Special Needs Trusts, etc.). 

My approach to estate planning is entirely client-centric. I focus on building genuine relationships with my clients; positive relationships in turn leads to more effective communication and allows for otherwise hidden issues to be discovered and addressed. The estate plan is often more thorough and successful because of it.

Most importantly, I love what I do and feel blessed to be able to help individuals in the way that I can.

 

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Practice areas

Wills and living willsTrustsEstate planning
  1. Estate planning: 34%

    Creation of powers of attorney for financial management in the event of incapacity; creation of medical powers of attorney for medical decision making; planning for the transfer of assets to loved ones upon death; planning for children and other beneficiaries with special needs; planning for Medi-Cal eligibility for long term nursing care while avoiding estate recovery by the State; planning for business succession; planning for the most tax effective way to transfer retirement plans to children

    11 years, 1,500 cases

  2. Trusts: 33%

    Creation and administration of various revocable and irrevocable trusts to serve the following purposes: probate avoidance, creditor protection, generational wealth transfer, spendthrift and special needs protection, blended family protection, remarriage protection and incapacity planning.

    11 years, 1,500 cases

  3. Wills and living wills: 33%

    Primarily the Creation and Administration of Pour Over Wills used in conjunction with a Living trust to ensure funding of the trust and probate avoidance.

    11 years, 1,500 cases

Languages spoken

English, Farsi, Spanish

Photos and videos

3736287 1433808017

Contact

James F. Roberts & Associates, APC

3061 E. La Palma Avenue
Anaheim, CA, 92806

Resume

License
StateStatusAcquiredUpdated
CAActive201102/03/2021
We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal answers32
Legal guides3
Awards
Award nameGrantorDate granted
Rising StarSuperlawyers2020
Rising StarSuperLawyers2019
Rising StarSuperLawyers2018
Rising StarSuperLawers2017
Client's Choice AwardAvvo2017
Certified Specialist in Estate Planning, Trust and Probate LawState Bar of California - Certified Specialist2016
Clients' Choice AwardAvvo2015
Work Experience
TitleCompany nameDuration
Associate AttorneyJames F. Roberts & Associates, APC2011 - Present
Associations
Association namePosition nameDuration
WealthCounsel LLCMember2014 - Present
Orange County Bar AssociationMember2013 - Present
Orange County Bar Association, Trusts and Estates SectionMember2013 - Present
State Bar of California, Trusts and Estates SectionMember2012 - Present
Publications
Publication nameTitleDate
Word Association PublishersEstate Planning Made Simple2014
Education
School nameDegreeGraduated
Loyola Law School, Loyola Marymount UniversityJD - Juris Doctor2010
Univ of California at Los AngelesBA - Bachelor of Arts2006
Speaking Engagements
Conference nameTitleDate
Planning You Can TrustNavigating Through the Uncertainty2018
Trump Era 101Estate Planning, Taxes and Financial Considerations in the New Administration2017
It's Your EstateEstate Planning Basics2017
It's Your EstateEstate Planning Basics - Title, Probate, Wills and Intestate Succession2017
James F. Roberts & Associates, APCHow To Plan For Certainty In Uncertain Times2016
It's Your EstateEstate Planning Basics - Title, Probate, Wills and Intestate Succession2016
How to Plan For Altering Life EventsEstate Planning2016
Planning Your Estate In 2015 And BeyondEstate Planning2015
Planning You Can TrustProactive Tax Reduction Planning2015
It's Your EstateEstate Planning Basics - Title, Probate, Wills and Intestate Succession2015
It's Your EstateEstate Planning Basics - Title, Probate, Wills and Intestate Succession2014
Protecting Your Family and Your AssetsEstate Planning in the Current Economic Climate2013
Legal cases
Case nameOutcome
Petition to Modify Irrevocable TrustGranted
Petition to Collapse B TrustGranted
Petition to Determine Title to Real Property (Heggstad Petition)Approved
Petition to Terminate Bypass TrustApproved
Petition To Determine Title to Financial AccountsApproved
Petition To Terminate Trust BApproved
Petition to Modify Irrevocable TrustApproved
Petition To Fill Vacancy In the Office of the TrusteeApproved.
Petition to Modify Irrevocable Trust due to Changed CircumstancesApproved
Heggstad Petition to Fund Trust PosthumouslyApproved

Reviews

(15)
5 Star
100%
4 Star
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1 Star
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Review Holly Nabiey

Living Trust & Will

Posted by

Holly took care of all the details down to the t. She did an excellent job of explaining all the details and the next steps in the process to get what we needed. Any follow-up questions we had she answered immediately. Pros: Thorough, professional, responsive, and polite. Cons: Nothing.
This review is from a person who hired this attorney.
Hired attorney

Trustworthy and Knowledgable

Posted by

Holly is a very experienced and trustworthy attorney. Her skills and professional knowledge were just a few qualities that really made a difference in planning such a serious matter for me and my family. I know that planning living trusts, wills, etc are a very serious and scary thing to account for in a person's lifetime and from the moment we hired Holly, she made us feel comfortable, and feel at peace through out our entire process. It is so important to find someone you can trust and rely on to get the job done efficiently. Holly made efforts to really create that space for us to understand the entire process from beginning to end with patience and grace. I highly recommend that you hire Holly for any of your personal needs as she will really do her job to make sure everything gets done.
This review is from a person who hired this attorney.
Hired attorney

Estate planning made easy

Posted by

Mrs. Nabiey made the daunting task of establishing my living trust not only comfortable, but very easy to understand. She is extremely professional in demeanor and legal knowledge, but never overwhelming with legal jargon or confusing direction. I will continue to recommend Holly and her firm to anyone in need of any estate planning help. Thanks again, Holly!
This review is from a person who hired this attorney.
Hired attorney

A True Professional

Posted by

Holly is a very knowledgeable and personable estate planning lawyer. It is clear that she cares for her clients and goes to great lengths to provide outstanding service and work product. I refer all my estate planning referrals to Holly because I know they will be in good hands.
This review is from a person who hired this attorney.
Hired attorney

Knowledgably, Experienced Professional

Posted by

Holly is an experienced professional. She made the process of creating a living trust simple to comprehend . I clearly understood my options and could rely on her guidance to make decisions. I appreciate that she makes herself available to answer questions even after the trust was completed.
This review is from a person who hired this attorney.
Hired attorney

Absolute Saint

Posted by

During a very challenging time we hired Holly to help us handle several Trusts and an Estate in California. Holly is unbelievable! She is so patient , kind and calm. It's been two years and she has been a consummate professional through the whole process. Due to the extreme nature of the work involved she even gave us her personal cell so we could constantly communicate whether she was at work or not. Holly really makes us feel like family. Absolutely no question in my mind...hire her!
This review is from a person who hired this attorney.
Hired attorney

Wonderful Experience

Posted by

My wife and thoroughly researched and spoke with various attorneys prior to selecting Holly’s firm to handle our estate planning. We spoke multiple times and communicated via emails even prior to her knowing if we would ultimately select her firm to represent us. During that time Holly was very patient and professional in answering any and all questions we had. Holly’s willingness to assist us was amazing and we ultimately hired her firm. Once we met Holly in person (we reside almost 95 miles from her place of business and the drive was well worth ir) we found her office and colleagues to be very professional and courteous. Holly’s patience in thoroughly going over our trust and answering any and all questions only further proved we made the right choice in selecting her to represent us. Thanks Holly for a wonderful and painless experience.
This review is from a person who hired this attorney.
Hired attorney

Excellent Living Trust Attorney

Posted by

Our Financial Adviser referred my husband and I to Holly when we needed to start our estate planning. We were so glad that we went to her! Holly was extremely efficient and knowledgeable. She made sure to explain everything clearly and professionally. She made us feel comfortable with the process and replied to our questions promptly. We highly recommend her!

Planning for the future - Living Trust

Posted by

Thinking about the what if is scary. My wife and I been talking about settng a living trust for the past year. Holly is very thorough and answer all of our questions on living trust. Her step by step approach during the setup process is helpful.

Highly Recommended

Posted by

Holly is an extremely knowledgeable and professional estate planning attorney. My wife and I recently had our first child, so after putting off getting a trust for too long, I asked Holly to help. She explained the benefits of having a trust and made the process of setting up the estate plan an easy one. After working with Holly, I would highly recommend her for your estate planning needs.
See all reviews

Attorney endorsements

(16)
Are you an attorney? Endorse this lawyer

Sarah Olney, Estate planning Attorney on Jan 5, 2017
Relationship: Fellow lawyer in community

Holly is professional, knowledgeable, and gentle. She also has a special ability in reigning in emotionally turbulent situations and calming explosive personalities. I had the pleasure of working with Holly for many months. She loves what she does and it shows in her work product and in how she treats her clients.

Brett Shegda, Estate planning Attorney on Sep 1, 2015
Relationship: Fellow lawyer in community

I have had the opportunity to confer with Ms. Nabiey on several estate planning matters. She always has the answer and is always willing to go that extra step for her clients. I strongly endorse her. If you need a trust, place your trust in Ms. Nabiey.

Shauna Anderson, Estate planning Attorney on Jun 16, 2015
Relationship: Co-worker

Holly Nabiey and I have worked together for 4 years and I have only remarkable things to say about her as an estate planning attorney but more importantly, her as a person. Holly is extremely professional, compassionate, personable, and hardworking. Holly is among the best at helping clients understand their estate planning options. She takes the time needed to ensure the plan fits each individual’s unique goals. Lastly, Holly is devoted to continuing legal education because she is always searching for more tools to better serve her clients. I hope you get a chance to meet her because I am sure you will be as impressed as I am. I strongly endorse Holly.

Matthew Harris, Estate planning Attorney on Jun 13, 2015
Relationship: Fellow lawyer in community

I endorse this lawyer.

Farid Masoud, Estate planning Attorney on Jun 10, 2015
Relationship: Other

I’ve referred several individuals to Holly for their living trust and estate planning needs. I have received great feedback from them. Holly is highly experienced, thorough, a pleasure to work with, and her fees are very reasonable. She is accessible to her clients and always returns calls and emails in a timely fashion. I give Holly my highest recommendation for all estate planning matters.

Maxwell Hills, Estate planning Attorney on Apr 17, 2015
Relationship: Worked together on matter

When thinking of Holly, the first word that comes to mind is: Professional. Holly and I have referred each other our clients in the past and have built a working relationship in which we trust each other to provide competent representation for our own clients in a practice area outside of our respective focuses. I am very happy to have found a counterpart like Holly in the Orange County legal marketplace.

Arnold Van Dyk, Estate planning Attorney on Apr 7, 2015
Relationship: Fellow lawyer in community

Holly Nabiey is an excellent Estate Planning Attorney. I have referred several of my client to her. She is always diligent, and very knowledgeable and competent in her field.

Payvand Abghari, Estate planning Attorney on Dec 3, 2014
Relationship: Fellow lawyer in community

I endorse this lawyer.

Edwin Saghian, Estate planning Attorney on Jun 10, 2014
Relationship: Fellow lawyer in community

I endorse this lawyer.

Mark Swatik, Estate planning Attorney on Mar 20, 2014
Relationship: Fellow lawyer in community

Holly is an outstanding attorney, who provides her clients with an exceptional work product, personalized service and the ability to explain very complex Estate Planning principles in a straightforward and understandable manner. Holly strongly emphasizes client satisfaction and her ratings and endorsements typify her professionalism and dedication to the law.

Michael Potter, Estate planning Attorney on Feb 12, 2014
Relationship: Fellow lawyer in community

Holly assists her clients with the most important planning of their lives. She brings her talent, judgment & professionalism to the task. She is a credit to the legal profession. We need more like her.

Robin Saghian, Estate planning Attorney on Jan 24, 2014
Relationship: Fellow lawyer in community

I endorse this lawyer.

Roye Zur, Estate planning Attorney on Jan 24, 2014
Relationship: Fellow lawyer in community

I endorse this lawyer.

Anna Barsegyan

I endorse this lawyer.

Kiran Bisla, Wills and living wills Attorney on Jun 26, 2013
Relationship: Fellow lawyer in community

Holly is an exceptional, intelligent and trustworthy attorney in the field of will, trusts and estates. She has a vast knowledge of all aspects of estate planning and trusts and will endeavor to find the best solution to protect her clients' interests. She is aggressive, passionate, savvy and a great problem solver and always puts her client's interests and concerns first regardless of the situation. I have recommended her as an attorney in this field to several of my colleagues and have confidently sent her referrals who were extremely pleased with her work and professionalism. I have referred her my own family members which is a true testament to my belief in her abilities, knowledge and professionalism.

Samer Habbas, Estate planning Attorney on Jan 27, 2013
Relationship: Fellow lawyer in community

I highly recommend and refer my clientsto Ms. Nabiey for any legsl matters relating to estate planning, wills, and trusts.

Cost

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    • Free Consultation Some lawyers offer a free consultation to help determine whether their services are right for your legal needs
      30 minutes
    PAYMENT METHODS

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