Every new California business filing, every dayOC PlanWise
Kim, Registered Agent
OC PlanWise, LLC is an estate planning service based in Irvine, CA, offering living trust packages and related services. The website provides information about trust setup, funding, and free consultations, indicating a small, local professional service business.
Filed August 16, 2025 · Irvine, CA · Orange County
Find new estate planning businesses in Irvine, then launch a cold email campaign built for you.
Every new California filing, every day
See how it worksSource
California Secretary of State (bizfile Online) · Entity B20250256983 · Retrieved May 13, 2026
About OC PlanWise
OC PlanWise, LLC filed in California on August 16, 2025, as an estate planning business based in Irvine. Owner Kim filed personally as the registered agent. The company's domain was registered one day before filing, on August 15, 2025, through Cloudflare. DayOneLead first saw the business 270 days after filing, on May 13, 2026. No annual report or EIN on file yet. The website is modern and we estimate revenue under $100,000 with 1 to 5 employees. The owner has eight other businesses with the same name on file.
- Domain registered one day before the California filing date.
- Owner Kim filed personally as the registered agent.
- We estimate revenue under $100,000 and 1 to 5 employees.
- The owner has eight other businesses with the same name on file.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 41 new businesses registered in Irvine in August 2025, and the only estate planning business registered there that month.
Is this business yours?
It's getting views. Claim the page for free to control what your customers see.
Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was OC PlanWise registered?
OC PlanWise was registered as LLC on August 16, 2025 in California.
Where is OC PlanWise located?
OC PlanWise is based in Irvine, CA, 92618, in Orange County.
What type of business is OC PlanWise?
OC PlanWise is classified as a estate planning business.
Does OC PlanWise have an EIN on file?
No EIN was found on file for OC PlanWise at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
Turn fresh estate planning businesses into your next customers
We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.
Build My Campaign Free ›