Insights

Growth Opportunity Relocation of Irvine office and modest revenue scale indicate potential for scalable legal tech and practice management solutions tailored to small estate planning firms with 2-10 employees and multiple office locations.

Team Expansion Recent hire of attorney Eric Lund signals growth momentum; opportunity to offer onboarding, practice management, document automation, and CRM enhancements to support expanding estate planning and real estate practice areas.

Client Retention Philosophy of long-term client relationships and ongoing touchpoints suggests demand for client communication platforms, secure document sharing, and lifecycle marketing tools to sustain referrals and repeat business.

Technology Stack Current use of WordPress, Google Workspace, iCIMS, and analytics implies openness to integrated software, cybersecurity services, and marketing automation that align with a lean, tech-enabled firm.

Market Position Revenue in the $1M–$10M range with a personal service proposition positions the firm for premium estate planning solutions, partnerships, and value-added services for small attorney practices and potential referral networks.

Similar companies to OC Wills and Trust Attorneys

OC Wills and Trust Attorneys Tech Stack

OC Wills and Trust Attorneys uses 8 technology products and services including iCIMS, RSS, WordPress, and more. Explore OC Wills and Trust Attorneys's tech stack below.

OC Wills and Trust Attorneys's Email Address Formats

OC Wills and Trust Attorneys uses at least 3 email formats:
OC Wills and Trust Attorneys Email FormatsExamplePercentage
First@mycaliforniaestate.comJohn@mycaliforniaestate.com
88%
FirstLas@mycaliforniaestate.comJohnDoe@mycaliforniaestate.com
12%
First@ocwillsandtrusts.comJohn@ocwillsandtrusts.com
100%

Frequently Asked Questions

What is OC Wills and Trust Attorneys's phone number?

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You can contact OC Wills and Trust Attorneys's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is OC Wills and Trust Attorneys's official website and social media links?

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OC Wills and Trust Attorneys's official website is ocwillsandtrusts.com and has social profiles on LinkedIn.

How much revenue does OC Wills and Trust Attorneys generate?

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As of August 2026, OC Wills and Trust Attorneys's annual revenue is estimated to be $1M - $10M.

What is OC Wills and Trust Attorneys's SIC code and NAICS code?

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OC Wills and Trust Attorneys's SIC code is 8111 - Legal Services and NAICS code is 5411 - Legal Services.

How many employees does OC Wills and Trust Attorneys have currently?

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As of August 2026, OC Wills and Trust Attorneys has approximately 8 employees across 3 continents, including North America, Europe and Asia. Key team members include Principal: J. G. Explore OC Wills and Trust Attorneys's employee directory with LeadIQ.

What industry does OC Wills and Trust Attorneys belong to?

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OC Wills and Trust Attorneys operates in the Legal Services industry.

What technology does OC Wills and Trust Attorneys use?

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OC Wills and Trust Attorneys's tech stack includes iCIMS, RSS, WordPress, Google Workspace, Google Cloud, WordPress Block Editor, WP Engine and Piwik PRO Core.

What is OC Wills and Trust Attorneys's email format?

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OC Wills and Trust Attorneys's email format typically follows the pattern of First@mycaliforniaestate.com. Find more OC Wills and Trust Attorneys email formats with LeadIQ.

When was OC Wills and Trust Attorneys founded?

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OC Wills and Trust Attorneys was founded in 2008.
OC Wills and Trust Attorneys logo

OC Wills and Trust Attorneys

Legal ServicesCalifornia, United States2-10 Employees

OC Wills and Trust Attorneys operates within the legal services sector, specializing in estate planning and related civil matters as a division of the Law Offices of Brian Chew. Based in Irvine, California, the firm emphasizes building long-term relationships with clients, offering ongoing support to help protect families and businesses over time rather than treating estate planning as a single transaction. Its services are geared toward individuals and business owners seeking comprehensive estate and related legal planning, with a focus on personal, professional service aimed at sustaining client trust and referrals. The firm situates itself in a local professional community and has recently expanded its team by adding an attorney, indicating ongoing growth in its practice.

Section iconCompany Overview

Phone number
SIC Code
8111 - Legal Services
NAICS Code
5411 - Legal Services
Founded
2008
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    OC Wills and Trust Attorneys's revenue is estimated to be in the range of $1M - $10M

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