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.

Page 1
Jane Lee is an exceptionally valuable employee. She is knowledgeable, personable and efficient.

Date: 11/02/2020 Category: General
We have complete confidence in Peter and feel we are lucky to have him. He is exceptionally organized, has a great memory and is knowledgeable and personable.

Date: 11/02/2020 Category: General
Jane Lee is very knowledgeable and helpful. Answered my questions satisfactorily and allowed me as much time as I needed to go through the pages and understand each one before moving on.

Date: 11/02/2020 Category: General
We had a telephone appointment with Jane Lee and it was outstanding. Every question and clarification were welcomed and answered. We got great value for our Family Trust dollar. We started our Family Trust relationship with Roger Minor in 1980 before this partnership and his retirement and this was either the best experience or within the top two throughout all these years. Thanks to Jane for the high standard of professionalism and top quality product.

Date: 11/02/2020 Category: General
Peter Keon has been our attorney for years now, and we couldn't be happier. He set up our family trust and has kept it up to date ever since. He has been very attentive to our needs and wants, and has been very professional throughout. Having him to take care of all of our trust matters has taken a big load off of our shoulders. We can absolutely recommend him.

Date: 11/02/2020 Category: General
In the middle of the COVID 19 pandemic, my siblings have decided to move my 97 year old mother from her home with full time care to a nursing home. I needed a copy of my mother’s medical power of attorney ASAP. They were really responsive and got me the papers I needed.

Date: 11/02/2020 Category: General
“We just wanted to let you know about your Estate Planning Specialist Mr. Peter A. Keon. He did a very thorough review on our Living Trust and advised us of what was needed to bring it up to date.”

Date: 09/11/2020 Category: Estate Planning
“I was very pleased with his services to my mother. I want you to know this meant a lot to me and I feel very good that Mom is in his capable hands in regards to her living trust.”

Date: 09/11/2020 Category: Estate Planning
“My father passed away in February of 2008, and I can only tell you that I was and am so thankful for the trust document he had your firm do. I couldn’t have gotten through all of this without the expert guidance of your firm.”

Date: 09/11/2020 Category: Trust & Estate Administration
"My children are now protected from having to go through all the hassles, unnecessary legal fees and heartache I’ve been through, and everything will be handled according to my wishes. I’ve done for my children what I wish my father had been able to do for me.”

Date: 09/11/2020 Category: Estate Planning
"Because my brother had such thoughtful and thorough assistance while planning, following through with his wishes was clear. I appreciated your firm’s attention to detail, as well as the knowledge of all the necessary procedures to administer a trust."

Date: 09/11/2020 Category: Trust & Estate Administration
“We have been your customer for many, many years. We have been happy with your firm from the very first day. "

Date: 09/11/2020 Category: Estate Planning
"The answer to our concerns came when we purchased your new Successor Trustee Manual in 2006. It isn’t often we’ve taken so much pride in purchasing a manual, but you have produced a sure winner that does a very thorough job. It’s like putting the icing on our estate planning cake."

Date: 09/11/2020 Category: Estate Planning
“I got a Living Trust because I was concerned with setting things up in an orderly manner and protecting everything from too many taxes. I’ve found Kavesh, Minor & Otis very easy to deal with and very straight forward.”

Date: 09/11/2020 Category: Estate Planning
“Seeing that our Living Trust had to be amended and updated, the procedures accomplished were effectively done so that we could take full advantage of the benefits of our estate plan."

Date: 09/11/2020 Category: Estate Planning
"With the Living Trust (and property agreement), my house has a new tax basis. If I decide to sell it, right there the estate plan I got will probably save me over $100,000 in capital gains taxes.”

Date: 09/11/2020 Category: Estate Planning
"Mr. Peter Keon was the attorney who helped me with my brand new living trust. He is very sharp and thorough, and I immediately liked him and the way he handled himself."

Date: 09/11/2020 Category: Estate Planning
"We recognized Phil Kavesh as someone who knew what he was talking about. Having a Living Trust is the assurance that things will go on without us as we choose to have them happen, plus we are able to avoid the costs of probate."

Date: 09/11/2020 Category: Probate
“My family and I could never thank you enough for the understanding and compassion you’ve extended to us. We are forever grateful to you.”

Date: 09/11/2020 Category: Estate Planning
“It is wonderful to deal with a company that is so devoted to its clients. Your company has been an outstanding choice for my needs. Thank you and don’t go away!”

Date: 09/11/2020 Category: Estate Planning
“We are senior citizens now and want you to know how reassuring it is to know that either of us or our children will be in good hands when a need arises.”

Date: 09/11/2020 Category: Estate Planning
"We were quite happy this year to be able to attend our review session nearer to home. Thank you so much for offering the location in Newport Beach. We do appreciate the service!"

Date: 09/11/2020 Category: Estate Planning
"Kavesh, Minor & Otis is always there to help us out and that makes me feel secure."

Date: 09/11/2020 Category: Estate Planning
"I had some pretty complex ideas about how I wanted my estate distributed and with skill and patience, my attorney helped me work through them and come up with a plan which satisfied my wishes and concerns."

Date: 09/11/2020 Category: Estate Planning
"You have created a package that includes all of the things for a comprehensive estate plan. It’s the most complete package that I have ever encountered."

Date: 09/11/2020 Category: Estate Planning
"Ms. Lee is always very professional, genuinely friendly and excellent at explaining complex legalese in a way that I can grasp. Very satisfied with the level of service I receive with your firm. "

Date: 09/11/2020 Category: Estate Planning
"They did all my paperwork, freeing me of everything. I can’t say enough about them, they handled everything and were just marvelous."

Date: 09/11/2020 Category: Estate Planning
"Our only regret is that it took us this long to learn of your existence and your being able to combine every aspect of our financial and legal affairs in one place."

Date: 09/11/2020 Category: Estate Planning

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.