Do They Provide You With A Comprehensive “Owner’s Manual” That Includes Various Valuable Items Besides Your Legal Documents, As Well As Manuals For Your Successor Trustees And Beneficiaries?

At KM&O, we provide an Owner’s Manual that includes a Checklist of Actions to be taken immediately if something happens to you, a Property Organizer to list your assets and where you keep important documents, plus other valuable tools—such as the Trust”ID Card” and Health Document “Emergency Card”—that may be needed in the case of your incapacity or death. Additionally, we provide Manuals for your Successor Trustee and your Beneficiaries so that they will know what to do when the time comes. These unique Manuals and tools help ensure that your estate plan will actually be carried out properly, in the manner you intended.

Do They Provide A Free Service Package?

At KM&O, we provide a unique Free Service Package after you set  up or upgrade your estate plan. This package includes free phone calls any time you have questions, free checkup meetings every three years, and a free meeting with your Trustee when the time comes, as well as free newsletters and educational seminars to keep you informed as the laws and planning strategies change. You don’t want your plan to become stale and out-of-date!

Do They Have A 12-Step Quality Control Process?

At KM&O, we have a unique 12-Step Quality Control Process that assures that every client’s estate plan goes through several detailed reviews, not only by your attorney, but also by a senior paralegal with over 20 years of experience and often by a second and even third attorney as well.

Do They Offer Medi-Cal Benefits Planning Beyond Just A Living Trust?

A Living Trust alone can’t protect you and your loved ones from losing your home and life savings to excessive long-term nursing care costs. At KM&O, we offer additional planning that may qualify you for Medi-Cal benefits and protect you and your family, both financially and emotionally.
Do they have Advanced Tax Degrees and offer advanced level estate tax and asset protection planning beyond a Living Trust?
At KM&O, we have several attorneys with Advanced Degrees in Tax Law. Plus, we offer advanced level estate tax and asset protection planning for clients with larger estates, particularly rental real estate owners. Even if you don’t need this now, you may later as your estate grows.
Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.