THE WELLING FIRM
Lauren Welling, Esq.

Protecting the Business You Built.
And the Family Behind It.

Lauren Welling is a Partner at Slater Slater Schulman LLP and founder of The Welling Firm. She advises business owners and entrepreneurs on the legal decisions that protect the companies they have built and the families whose futures are tied to them.

Portrait of Lauren Welling
The National Trial Lawyers — Top 100 & Top 40 Under 40

A business is rarely just a business. It supports a family, carries years of work, and often represents a significant part of the owner's future and legacy. Lauren and her team look beyond the immediate legal issue — whether The Welling Firm is advising on a contract, succession plan, trust, or fiduciary matter, the goal is to make sure the business plan and the family plan work together.

Integrated Legal Planning

How Lauren Helps

Business owners face legal decisions throughout the life of their company — from formation and contracts to succession, retirement, and estate planning. Lauren helps clients build a legal framework that protects the business, supports future transitions, and provides clarity when major life events occur.

Ongoing business legal counsel
01

Build & Grow Your Business

Legal guidance that grows with your company — from formation and contracts to employment and everyday business decisions.

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Coordinating a business's full legal picture
02

Integrated Legal Planning

Legal needs change as a business grows. Lauren helps clients anticipate those transitions and coordinate one stage with the next.

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Business owners planning together
03

Planning What's Next

Every business eventually changes hands. A succession plan ensures it happens according to your wishes — not by accident.

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Professional reviewing trust and accounting documents
04

Trustee & Executor Guidance

Helping trustees, executors, and fiduciaries understand their responsibilities and confidently navigate the legal process.

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A couple reviewing estate planning documents at home
05

Protect Your Family

Trusts, wills, powers of attorney, and advance directives that protect the people behind your business.

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Courthouse columns
06

Resolving Legal Challenges

When disputes arise, Lauren helps clients evaluate options, protect their interests, and move forward with confidence.

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Where Lauren fits in

Legal Needs Change as a Business Grows

A business may need different legal guidance at each stage of its life — from formation and contracts to ownership changes, succession, retirement, and estate planning. Lauren helps clients anticipate those transitions and coordinate the legal decisions that connect one stage to the next.

Form Business
Protect
Trademark & IP
Hire Employees
Contracts
Financing & Fundraising
Growth
Real Estate & Facilities
Add or Change Partners
Succession
Retirement
Sale
Estate

The Welling Firm directly advises clients across the highlighted stages. For hiring and employment, trademark and IP, financing and fundraising, and real estate matters, Lauren coordinates with the appropriate specialists as needed.

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Attorney and client in a consultation
About

Experienced in complex cases. Personal in every conversation.

Lauren built her career on over a decade of complex litigation experience, coordinating large-scale matters through multi-district litigation and California's coordinated proceedings. Today, she brings that same procedural rigor to business succession, fiduciary, and estate matters — helping clients put a plan in place instead of leaving it to chance.

Clients don't get a rehearsed pitch from Lauren — they get someone who explains exactly where they stand and stays personally involved throughout.

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Experience that informs every conversation

Over a decade in complex litigation.

Concentrated for nine years in product liability, pharmaceutical, and medical device litigation before broadening her practice to business succession, fiduciary, and estate work — more than a decade as a licensed California attorney.

10+ yrs
Complex Legal Matters
1,000s
Business Owners Served
Full-Service
Collaborative Advisor Network
Leadership
Attorney-Led Planning
Insights

From the blog

Business owners make better decisions when they understand the legal issues before they become problems. Our articles explain the questions clients ask most often — in plain English.

Business owners in a planning discussion
Business Succession

What Is a Buy-Sell Agreement, and Do You Need One?

The document that decides what happens to your business when an owner dies, retires, or wants out.

Coming soon
Professional reviewing paperwork at a desk
Professional Fiduciary

You've Been Named Executor in California — Now What?

First steps, obligations, and common missteps for a first-time executor.

Read the article →
A couple reviewing documents at home
Estate Planning

Do You Need a Will, a Trust, or Both?

Why these two documents usually work together, not as substitutes.

Read the article →
FAQ

Common questions

What is a buy-sell agreement, and do I need one?
A buy-sell agreement governs what happens to an owner's interest in the business when they die, become disabled, retire, or want to sell. If your business has more than one owner, this is usually one of the most important documents you don't have yet.
What happens to my business if I die without a succession plan?
Your business interest generally passes through your estate like any other asset — which may mean it ends up with heirs who have no interest in or ability to run it, or in probate while decisions get made. A succession plan keeps that decision in your hands.
Do I need a will if I already have a trust?
Usually yes — a "pour-over" will typically works alongside a trust to catch anything not already transferred into it. They serve different, complementary purposes.
What happens if I die without a will in California?
Your estate passes according to California's intestate succession laws, which may not reflect what you would have wanted. Having a plan in place keeps that decision in your hands.
I've been named executor or trustee — what happens now?
You'll need to understand the governing document, inventory the assets, notify beneficiaries or heirs, and manage the estate according to its terms and the law. We can walk you through each obligation.
Can a fiduciary be removed or replaced?
Yes, in certain circumstances — for example, a breach of duty, incapacity, or a court finding that removal serves the beneficiaries' best interests. It depends heavily on the specific facts.

Ready to Plan What's Next?

Whether you're starting a business, preparing for retirement, updating your estate plan, or navigating a major transition, Lauren and her team are here to help.

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Contact

Speak With Lauren and Her Team

You do not need to know the exact legal name for your problem before reaching out. Start by explaining what happened, who is involved, and what decision or deadline you are facing. Lauren and her team will help identify the type of matter, determine what needs immediate attention, and guide you toward the appropriate next step. When the situation requires additional tax, financial, valuation, or specialized legal support, the firm can also help coordinate with the appropriate professionals.

For urgent matters, call 714-455-9126.

Initial consultations help identify the legal issues, priorities, and next steps.

Please do not include confidential, medical, or time-sensitive information. Submitting this form does not create an attorney-client relationship.

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