Resources For Our Clients
This is an area of our website for new and existing clients of The Law Firm of Kavesh, Minor & Otis, Inc., to provide them with updates, news and important information regarding our law firm, special seminars, announcements, law changes and new services.
We value our clients and the loyalty they’ve shown us over the past 35-plus years. Without you, we would not be where we are today, and all of our accomplishments to date would not have been possible!
Client Review Seminars
We have set up regular seminars for our clients who have not been in to see us for over three years. These seminars have proven to help our clients understand what changes have occurred with respect to planning strategies, services and laws. At the conclusion of these seminars, all of our clients will be offered the ability to book their free 90-minute review meeting. Click here to view the seminar schedule.
Whether you are a client or are thinking about becoming one, we encourage you to sign up for our monthly electronic newsletter, which covers interesting issues related to estate planning, financial and tax planning, asset protection and long-term care planning.
Free 3-Year Review Meetings
A friendly reminder is routinely sent to clients that if you have not seen us in over three years, we recommend that you come in and take advantage of your free review meeting. Even if you don’t have any changes, it is a great way to make sure that all of your estate planning is in order and up to date with changes in the law and the newest planning techniques.
These meetings have helped us find out things clients were unaware of such as property once in the trust was taken out during a refinancing process and needs to be placed back in, trustees or beneficiaries have since deceased or relationships with them have changed, and much more! Think of it like your annual physical, where you are feeling fine but you see your doctor for a checkup just to be sure everything is ok. We don’t need to see you every year, but we do recommend that you come in at least once every three years.
Client Confidential Review Questionnaire
Many of our clients have asked that we make it easy for them to access our confidential review questionnaires. Now available online, we are working to make it available to fill in electronically. For now, you will need to print it out and complete the review questionnaire. If you haven’t been in to see us in over three years, we will definitely need for you to complete a new review questionnaire to ensure that we have all of the most updated information for you.
- Existing client review questionnaire: for existing clients meeting to review their trust
- No trust questionnaire: for future clients that do not have an existing Living Trust
- Existing trust review questionnaire: for future clients that do have an existing Living Trust
Access To Financial Professionals
Our firm works closely with a broad network of Certified Financial Planner practitioners, investment advisors, financial consultants, insurance professionals, certified public accountants and tax advisers. These specialists can help you maximize the size of your estate, protecting your golden years and allowing you to leave more behind to your beneficiaries.
We work closely with these financial professionals.
Client Referrals And Family Discount
Over the years, we have received numerous referrals from our clients, who have found such great value in our service and have passed that along to their friends, family, co-workers, neighbors and other loved ones. We want to take the time to thank you for thinking of us and welcome any other referrals that you think may benefit from our service. Please feel free to get them in contact with us. Be sure to tell them to mention that they were referred by you, and if they are family members to ask about our special “Family Discount” available to them!
Client Testimonials And Thank You Letters
Several clients have contacted us to find out how they may be able to be featured on our website’s “Client Testimonial” section. We encourage our clients to personally write Mr. Kavesh a letter that describes your experience and how we have helped you and your family. Your letter may be featured in our “Thank You” book in our lobby as well as appear on our website. Send your letters to Mr. Philip Kavesh at our main office address at 990 W. 190th Street, Suite 500, Torrance, CA 90502. Thank YOU for your “thank you’s”! (By the way, we appreciate your positive Yelp reviews, too!)