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Holly Nabiey
also known as Holly Nabiey, JD
About Holly
Biography
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 14,000 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.
Practice Areas
3
Practice Areas
Estate Planning
34%
16 years | 1,500 cases
Trusts
33%
16 years | 1,500 cases
Wills and Living Wills
33%
16 years | 1,500 cases
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 14 years
State: California
Acquired: 2011
No misconduct found
Location
James F. Roberts & Associates, APC
3061 E. La Palma Avenue, Anaheim, CA, 92806
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Holly Nabiey's Reviews
Avvo Review Score
15 Client Reviews
Filter Avvo Reviews (15)
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Practice Areas
Showing 1 - 5 of 6 reviews | Communication Style
Posted by Cameron | June 02, 2017 | Hired Attorney | Estate Planning
Estate planning made easy
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 anyo...
Posted by anonymous | February 13, 2017 | Hired Attorney | Trusts
Knowledgably, Experienced Professional
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.
Posted by Pian | June 30, 2015 | Estate Planning
Excellent Living Trust Attorney
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...
Posted by Danielle | June 12, 2015 | Trusts
Highly Recommend Holly Nabiey - Trust Attorney
Holly Nabiey is extremely knowedgeable about family trusts, which is why I chose her as my attorney. I have been impressed with her professionalism, ability to explain legal jargon in a concise easy to understand manner, and timely execution of drafting legal paperwork. She kept me in the loop throug...
Posted by Roy | May 25, 2015 | Estate Planning
Excellent Living Trust Attorney
I met with Holly earlier this year to discuss creating an estate plan for my family. My children are both minors and I was mainly concerned with making sure they were taken care of if something should happen to me. I put it off for a long time thinking it would be a difficult process, but Holly made ...
Holly Nabiey's Lawyer Endorsements
"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."
"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."
"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."
"I endorse this lawyer."
"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."
"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."
"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."
"I endorse this lawyer."
"I endorse this lawyer."
"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."
"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."
"I endorse this lawyer."
"I endorse this lawyer."
"I endorse this lawyer."
"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."
"I highly recommend and refer my clientsto Ms. Nabiey for any legsl matters relating to estate planning, wills, and trusts."
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Experience
Honors
2020
Rising Star, Superlawyers
2019
Rising Star, SuperLawyers
2018
Rising Star, SuperLawyers
2017
Rising Star, SuperLawers
2017
Client's Choice Award, Avvo
2016
Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of California - Certified Specialist
2015
Clients' Choice Award, Avvo
Work Experience
2011 - Present
Associate Attorney, James F. Roberts & Associates, APC
Associations
2014 - Present
WealthCounsel LLCMember
2013 - Present
Orange County Bar AssociationMember
2013 - Present
Orange County Bar Association, Trusts and Estates SectionMember
2012 - Present
State Bar of California, Trusts and Estates SectionMember
Sample of Legal Cases
Petition to Modify Irrevocable Trust
Granted
Petition to Collapse B Trust
Granted
Petition to Determine Title to Real Property (Heggstad Petition)
Approved
Petition to Terminate Bypass Trust
Approved
Petition To Determine Title to Financial Accounts
Approved
Petition To Terminate Trust B
Approved
Heggstad Petition to Fund Trust Posthumously
Approved
Petition to Modify Irrevocable Trust due to Changed Circumstances
Approved
Petition to Modify Irrevocable Trust
Approved
Petition To Fill Vacancy In the Office of the Trustee
Approved.
Education
2010
Loyola Law School, Loyola Marymount University
JD - Juris Doctor
2006
Univ of California at Los Angeles
BA - Bachelor of Arts
Speaking Engagements
2018
Planning You Can Trust
Navigating Through the Uncertainty
2017
Trump Era 101
Estate Planning, Taxes and Financial Considerations in the New Administration
2017
It's Your Estate
Estate Planning Basics
2017
It's Your Estate
Estate Planning Basics - Title, Probate, Wills and Intestate Succession
2016
James F. Roberts & Associates, APC
How To Plan For Certainty In Uncertain Times
2016
2016
How to Plan For Altering Life Events
Estate Planning
2015
Planning Your Estate In 2015 And Beyond
Estate Planning
2015
Planning You Can Trust
Proactive Tax Reduction Planning
2015
2014
2013
Protecting Your Family and Your Assets
Estate Planning in the Current Economic Climate
Publications
2014
Word Association Publishers
Estate Planning Made Simple
Languages
English
Farsi
Spanish
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
How can I obtain a copy of my mom's living trust ? And can her property be sold without my knowledge if I'm an heir?
13 Jun 2015
Q&A
How do I give my oldest daughter guardianship or custody of my two younger children ?
06 Jun 2015
Q&A
I am creating a revocable living trust.
19 Feb 2014