Testimonials From Our Estate Planning and Probate Clients

Our law firm is proud to build and maintain a lifetime relationship with each and every client. Read through our recent reviews to discover the problems our clients were facing, the solutions we proposed, and how our custom estate plans gave our clients peace of mind.

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing a Living Trust inspires confidence. We appreciate their regular update seminars and the offer of a free evaluation of our estate plan every 3 years.

Date: 04/09/2024 Category: Estate Planning
Their seminar is a great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend it for anyone who is thinking about creating or reviewing their trust.

Date: 04/09/2024 Category: Estate Planning
After the passing of both my parents, my father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust seminar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or has a living trust that may need updating.

Date: 04/09/2024 Category: Estate Planning
My experience was great. I attended a seminar and later I met Peter Keon and he answered all my questions . I highly recommend him for a consultation and planning.

Date: 04/09/2024 Category: Estate Planning
Kavesh, Minor & Otis were referred to me by a coworker. I went to one of their workshops on living trust and estate planning, and I learned a lot. Peter Keon was incredibly knowledgeable and professional as he guided me through the process. I strongly urge others to work with the Law Office of Kavesh, Minor & Otis for their estate planning and to create a living trust.

Date: 04/09/2024 Category: Estate Planning
Overall, a very pleasant and efficient experience. Peter was excellent!

Date: 09/29/2021 Category: Estate Planning
We had a nice phone conversation.

Date: 09/29/2021 Category: Estate Planning
Extremely courteous. We also had questions, in which we received answers.

Date: 09/29/2021 Category: Estate Planning
Well organized and able to answer all questions to my satisfaction.

Date: 09/29/2021 Category: Estate Planning
Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon

Date: 09/29/2021 Category: Estate Planning
Informative and moved us forward.

Date: 09/29/2021 Category: Estate Planning
Peter is very professional and helpful.

Date: 09/29/2021 Category: Estate Planning

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When You Want the 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 and all 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 and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.
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.