Experienced Estate Planning, Trust Administration & Probate Services Since 1987
Working With Us is As Easy As 1-2-3
If you're looking to set up or update an estate plan...
Register for our free seminar: Prepare yourself to make intelligent and informed planning decisions.
Attend and qualify for a special fee discount: Learn about our services and prices, then schedule your free attorney appointment
Come to your attorney meeting and make your decision to proceed: Most plans are finalized within 5 weeks of the first meeting, so you can quickly enjoy peace of mind.
If you need assistance with a loved one’s estate or Living Trust after they have become disabled or passed...
Call us at 1-800-756-5596 to determine if you qualify for a free attorney consultation.
Bring the requested documents to the attorney meeting. The attorney will then offer you a fixed fee quote.
Make your decision to proceed, then you can relax and leave the rest to us. Most trust and estate administrations can be finalized within 6 to 9 months.
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Free Reports
The 10 Biggest Estate Planning Mistakes People Make
In our free guide, a California estate planning attorney explains common mistakes people make when creating their estate plans and how to prevent them.
Read More +The Questions You Should Ask When Choosing Your Estate Planner
In our free guide, a California estate planning attorney explains which questions to ask before selecting the person who will create your will or living trust.
Read More +Why You Should Review Your Estate Plan
In our free guide, a California estate planning lawyer explains how often you should review your Estate Planning documents to ensure your...
Read More +The 10 Biggest Mistakes California Probate Executors Make And How To Avoid Them
Free California probate guide for executors. Learn the top 10 mistakes, avoid delays, family conflict, and personal liability. Download now.
Read More +Your Essential First 30 Days: California Probate Executor Checklist
Free California Probate Executor Checklist for your first 30 days. Trusted by 4,000+ LA County families. Download now from experienced attorneys.
Read More +Request Your Free Successor Trustee Checklist: Your First 30 Days After A Living Trust Maker's Death
Free Successor Trustee Checklist for the first 30 days after a living trust maker’s death, guiding families through trust steps and next actions today.
Read More +Free Report: The 10 Biggest Mistakes Trustees Make...And How To Avoid Them
Avoid costly trust administration errors. Download this free report revealing the 10 biggest mistakes trustees make and how to prevent them.
Read More +What Are My Rights As A Beneficiary? | Free Download
Unsure of your rights as a trust or estate beneficiary? Download this free guide explaining beneficiary rights and what the law requires.
Read More +Meet The Team
Philip J. Kavesh
Managing Attorney
Peter A. Keon
Attorney
Jane Lee
Attorney
Ready to Establish or Upgrade Your Estate Plan? Our Southern California Law Firm Has Given Thousands of Your Neighbors Peace of Mind
Questions You Need To Answer When Choosing An Estate Planning Lawyer
Do they specialize in estate planning?
At Kavesh Minor & Otis, hereafter referred to as “KM&O”, estate planning is all that we do. We don’t just dabble in estate planning while practicing other areas of law.
Are they State Bar Certified Specialists?
Anyone can say they specialize in estate planning, but only an attorney who has passed an extra Bar examination and been reviewed by his or her fellow professionals may call him or herself a “State Bar Certified Specialist”. At KM&O, we have three Specialists on staff.
Have they been in business over 35 years and set up thousands of estate plans?
KM&O has been in business for over 35 years, all of which have been devoted exclusively to estate planning. During that time, KM&O has designed and built over 15,000 Living Trust estate plans, more than just about any other law firm in Southern California.
Have they handled thousands of estates and trusts after clients have passed away?
This is when an estate plan is truly tested! At KM&O, we have handled over 4,000 trusts and estates after people have passed and we build the knowledge gained from that unique level of experience into the custom design of your Living Trust plan.
Are they recognized leaders in the estate planning field?
KM&O has pioneered numerous innovations in estate planning, including the “Personal Asset TrustSM”, the “IRA Inheritance Trust®”, and the “Driver’s Manuals” for the Client, Trustee and Beneficiary. Furthermore, hundreds of estate planning attorneys from across the nation have paid to learn, license and use KM&O’s unique estate planning techniques and tools.
Have they been quoted as estate planning authorities in prestigious national publications?
KM&O’s supervising attorney, Philip Kavesh, has been frequently quoted as an authority in The Wall Street Journal, Consumer Reports magazine, as well as The Los Angeles Times, and has been interviewed on numerous television and radio shows.