We have compiled some of the most frequently asked questions and answers on trust and estate administration topics. Browse or search our FAQs to learn more about your obligations as trustee and how to make the right choices when distributing assets to loved ones.
Our Trust & Estate Administration FAQs
Excellent Living Trust and Will review with Peter Keon. I learned a lot more on both my Living trust and Will and I know how I will proceed for my updates. Thank you very much for providing the time to discuss and answer my questions and concerns. Gerald B.
I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy Wilson
Jane Lee provided important specific information for my 3-year Free Trust Review! I feel confident that my trust is up-to-date and appreciate Jane’s knowledge and personable guidance. Thank you! G. Kaneshiro
They helped me put my Dad's estate in order, after his death. I recommend them for trust and estate planning. Jess Caldejon
When You Want the Very Best for Your Loved Ones, Choose Us.
- Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
- Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
- Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.