Welcome
Over the past 28 years, Kavesh, Minor & Otis, Inc. has grown to become one of the largest estate planning law firms in all of Southern California - - a testament to our cutting-edge products and unparalleled customer service. We have helped over ten thousand clients plan their estates, as well as administered several thousand plans when clients have become disabled or passed. This unique level of experience is built into every new estate plan we design.
The firm's technical innovations, including the "Personal Asset TrustSM" and the "IRA Inheritance Trust®", have been licensed to hundreds of attorneys across the country, further evidence of the firm's recognized authority in the field of estate planning. Plus, our many client "thank you" letters, proudly displayed in our offices, speak volumes about our personal attention to the needs and wishes of our individual clients. Hopefully, after checking us out, you'll become one of our client "family" too!
What People Are Saying
The following testimonials are from actual clients of Kavesh, Minor & Otis, Inc. We proudly display these, along with many others, in our "Thank You" books in the lobby of our main office.
My husband and I had Kavesh, Minor & Otis set up a Living Trust for us. Just 6 months after we signed our Living Trust, my husband had a heart attack and died. So of course I called Kavesh, Minor & Otis. They did all my paperwork, freeing me of everything. I can't say enough about them, they handled everything and were just marvelous. I recommend all my friends to Kavesh, Minor & Otis to set up a Living Trust. I pass out their business cards to my friends and tell them to call them up. If you want me to go with you, I'l go. I'll take you there. Everybody's got to have a Living Trust and I think Kavesh, Minor & Otis is the best!
Eunice E.
We had previous experience with estate planning and we recognized Phil Kavesh as someone who knew what he was talking about. Having a Living Trust is the assurance that things will go on without us as we choose to have them happen, plus we are able to avoid the costs of probate. I was an executor for my father's estate and I know what happens during probate, especially if there's anything complicated or legally at issue. That one experience was enough to convince me how important a Living Trust is. I certainly would recommend it to people.
Norm G.
My husband and I set up a Living Trust with Kavesh, Minor & Otis. Our main reason was to save inheritance taxes. It's given me peace of mind knowing everything is taken care of. I know what to do in case something happens to my husband...and my children know what to do if something happens to the two of us. We're very satisifed with the sevice we received from Kavesh, Minor & Otis. They listened to my concerns and took the time to explain everything to me - - I appreciate that. Kavesh, Minor & Otis is always there to help us out and that makes me feel secure.
Diane G.
You have created a package that includes all of the things for a comprehensive estate plan. It's the most complete package that I have ever encountered. Your firm's emphasis on maintaining the Trust strick a chorde and your "IRA Inheritance Trust®" and "Personal Asset TrustSM" are two innovative things that I want to know more about.
Robert B.
I shall never forget how fortunate it was to have noted the ad in the Los Angeles Times which resulted in our attending the seminar you conducted...our only regret is that it took us this long to learn of your existence and your being able to combine every aspect of our financial and legal affairs in one place, providing us a total relief from the anxieties that previously existed. We thank you and every member of your staff with whom we have come in contact for all the help you have given us.
Franklin A.