Dodge Probate - Trust Law Attorney

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Irvine, CA
Dodge Probate - Trust Law Attorney

Dodge Probate - Trust Law Attorney is a law practice focused on estate planning, business law and real estate law.

It was founded by attorney Katie Bayliss after a near-death experience while giving birth to her second child that could have caused her to lose everything she and her husband worked so hard for - their home, businesses, and every dollar of savings. She came to realize how fragile life can be and how circumstances can change instantaneously. Most importantly, Katie learned how imperative it is to

have a documented plan that protects yourself, your family and your assets. At Dodge Probate and at the heart of Katie’s mission as a parent, their focus is to help serve families with young children plan for the unexpected. Their team provides premium legal services where they customize and personalize drafting for the needs of each family. Katie is a member of WealthCounsel, an elite national organization for estate planners as well as a member of the Trust and Estates Section of the Orange County Bar Association.

02/02/2026

I’m so proud to share that I’ve been admitted to the US District Court for the Central District of California - the largest federal district in the nation, serving over 19 million people across Southern California from the coast to the Nevada/Arizona border. I am grateful for the trust my clients place in me. Thank you for your love, support, and referrals. I can’t believe I’ve been practicing for 15 years in state court. Now let’s add federal court. XO - Katie Bayliss, Esq.

07/19/2024

Eek! 🎉 Just completed a huge task that has been on my "To-Do List"! I transferred our home into our family trust! 🏡✨ There are so many people to thank like our notary Karin Nielson and our title rep Angeline Ahn who will provide an accommodations recording. It really takes a team to help achieve peace of mind!

As a busy professional and an attorney, it's so easy to prioritize everyone else's needs and forget our own. Today, I treated myself to some self-care with a fresh haircut and color 💇‍♀️ (the grays were calling for attention), tackled some work, and wrapped up by finally securing our family's future with the filing of the proper trust transfer documents.

If you're juggling a hectic schedule like I am, remember to take a moment for yourself and think about your own future too. Cheers to peace of mind and planning ahead! 🥂 "

XO-Katie

*This is an advertisement of legal services. If you are represented by an attorney, please disregard this advertisement.

06/06/2023

🌟🌟 A Message of Compassion and Gratitude 🌟🌟

Dear friends and valued clients,

In addition to being a probate attorney, I am also a Realtor. I am writing this today thinking about how lucky I am to be able to do the work I do.

I hope this message finds you in a peaceful moment. Today, I want to take a moment to express my heartfelt appreciation for the privilege of serving as a probate attorney, representing families who are facing the loss of their loved ones. It is an honor to be entrusted with such an important responsibility during these sensitive and challenging times.

Throughout my journey, I've come to realize that life has a way of shaping us through difficult seasons. It is through these personal struggles that we gain a deeper understanding of empathy and sympathy, enabling us to connect with others on a profound level. I often reflect upon this and believe that my own experiences have prepared me to accompany families through their grief with compassion and kindness.

I want you to know that your family and your loved one hold a special place in my heart and in the hearts of my dedicated staff. We understand the weight of the emotions that accompany this journey, and we are committed to providing you with the utmost support and guidance. Please remember that your loved one will never be forgotten in our care.

Lastly, I would like to express my sincere gratitude for the referrals and trust that you have bestowed upon me. It is through your kind recommendations that I am able to extend my assistance to more families in need. Your faith in my services is truly humbling, and I am forever thankful for the opportunity to serve you.

With warmest regards,

Katie Bayliss, Esq.

*This is no an advertisement for legal services.

01/04/2018

Start off 2018 preparing for yourself and your family’s needs in case anything happens to you or your spouse. If you have a home and young children, having a trust and an estate plan is critical. Help your family save on taxes, avoid probate, have direction as to who your children should go to if you are not around, etc.

I personally see a lot of clients who have been recently diagnosed with illnesses like cancer (I am seeing more young moms are being diagnosed) or those who have diminished capacity such as dementia. When people wait until something life threatening or tragic happens to establish an estate plan, myself and the clients involved are rushing to have all the documents lined up and signed in time before it’s too late. It can be very stressful because preparing estate documents is a lengthy process. It can take months to complete as it requires a lot of thought and consideration, gathering documents for all assets, communication with all entities involved like your banks, the county of records, etc. I highly recommend having it done now before you are in that situation or even worse, before you pass away. Probate court is not a fun process and can take years for closure.

For a free consultation, please contact me here or on my site dodgeprobate .com.

Wishing you and your family the best in 2018!

Photo: SK Roberts

07/07/2017

Shaun, the kids and I went to spend some quality time with one of my legal mentors Herb for his birthday. As we have gotten to know him, we learned that he's been wanting a Heavy Duty 3 Hole Punch since 1998! That's a long time ago!!! So today we gifted him with this mega gift. It's a huge machine!!! It punches 150 pages like butter. As estate planning attorneys, this Hole Punch is essential because we easily fill up our estate planning binders with hundreds of pages per client!!!

This, to me, is every work nerd's dream hehe!!

Have you thought about establishing an estate plan for your family? It's vital to protect your children, your home and everything you've built and acquired for your family. Message me if you have any questions. I would love to see how I can help you family protect your children upon your incapacity or death, and save your family thousands of dollars!

"If you don't have a plan for yourself and your family, the court has one and chances are, you won't like it."

XO-Katie Bayliss
Dodge Probate
Bayliss Law
I provide service in all of California. 💖

05/23/2017

Happy Monday!!! I'm here to discuss...

{ Leaving a Legacy for Your Children } - Trust & Wills

Have you thought about your legacy for your children? It can be how you desire your children to be raised. Do you want your children to understand what it means to work hard and earn a dollar, or do you want your children to be able to backpack through Europe and buy a brand new car when of age? Do you want your child to go to college? These are some differences between being a more conservative parent versus a more liberal parent.

Questions like the above matter if your young children inherit your assets when your time (and your spouse’s time) on earth has come to an end. For your wishes to be known and followed, you’ll need have it documented and the best way is by creating an estate plan.

My name is Katie and I’m a local Orange County mom. I’m an attorney and passionate about what I do in the legal field. I serve my clients with my whole heart and your family’s best interest is my top priority. Helping you establish a family trust is more than creating the documents - which of course in itself is very important and I personally draft them to each family’s desires and needs. It’s also about when something happens to you and/or your husband, will you, your spouse, family member or friend be comfortable coming back to the attorney who established your trust to help administer it? The answer should be YES. Your relationship with your attorney is long term and forever evolving. Your family is young and your family dynamic WILL change. It can be a new house, or a parent or a child has become ill or disabled. So it is important to have an ongoing relationship with your attorney to make changes according to your wishes and priorities as well as elect certain benefits for you along the way.

I’m here to help and provide free consultations. Please reach out to me and I would love to see what I can do to help your legacy live on beyond your time here.

Warmly,
Katie Bayliss
Attorney at Law

05/16/2017

{ Special Needs Trust - SNT }

This special type of trust allows for a disabled person to maintain his or her eligibility for public assistance benefits, despite having assets that would otherwise make the person ineligible for those benefits. There are different types of SNTs. One type is the third party special needs trusts. They are commonly used by parents planning their estate for a disabled child and their other children.

Do you have a child who has special needs? Contact us to see if we can help your family.

03/14/2017

Public Service Announcement: I've been encountering, more than I would like, clients or friends with lung cancer. So I googled the cause of lung cancer among young Asian female nonsmokers. I came across studies contributing the cause to radon - a non smelling gas that comes from your home. I ordered this kit from Amazon for about $20. You place the kit on the floor of your home for 48 hours and ship it back to the testing center.

What is even more so sad is that when finally diagnosed, these people are at Stage 4! It's because all the symptoms are overlooked for a cold, asthma, cough, bronchitis, etc. It's not until years later that when every option to cure does not work that doctors look into cancer. By then, it's too late. So because I care, I wanted to share. Look into this my friends. It can save your life or the life of someone you love. I would purchase the kit even if you are not female, not Asian, etc.

This also brings up why an estate plan (trust, power of attorney, healthcare directive, will, etc.) is so important to have. (Note: A will may not be enough. California is a trust based state.) I cannot emphasize how important it is to have one done. I tell everyone they need a comprehensive estate plan especially after a diagnosis because I have seen the mess after one's passing or the turmoil once the person becomes incapacitated. It's a stressful situation to leave your family in. A comprehensive plan helps you and your heirs pay substantially less in taxes, fees, and court costs; avoid probate; helps you direct your wishes should you be no longer able to think for yourself; protect your minor beneficiaries; protect your assets from unforseen creditors; etc. It's hard to understand all the benefits when this is a new topic and one is not yet fully informed. It's a learning process especially for the Asian culture because getting a trust is not something we are used to hearing about. My hope is to educate our community about the importance of planning ahead and all the benefits of having one. I am here to help and I genuinely care about what I do. Feel free to message me if you have any questions or visit www.dodgeprobate.com.

I cannot express the privilege it is for me to be able to serve others in this capacity. It's been life changing for me.

Thank you for reading and God bless!

Please share.

02/28/2017

Some people over prepare. 😂 Do you have 1️⃣ Trust?

01/09/2017

Happy New Year everyone!!!!!! It's a great time to reflect and see if there is anything we can do to help you with estate planning, business law or real estate.

From all of us at Dodge Probate - Trust Law Attorneys!

10/31/2016

👻🎃 Happy Halloween everyone! 🎃👻

Address

25 Mauchly #320
Irvine, CA
92618

Telephone

+17145140005

Website

http://www.dodgeprobate.com/

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