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.

<1 2 3 4 5 >

Page 2
For my first interaction with the firm since ÇOVID, I had the opportunity for a phone consultation with Peter Keon. He was professional, curious, and answered each and every question I had. My family created Wills, Living Trusts and Estate Documents from them over the years, and Peter had the patience to review the status of each and every document today, offering insight and detail. I appreciated his willingness to answer 'basic' questions as well as those specific to my family's situation. I am grateful and appreciative.

Date: 09/29/2021 Category: Estate Planning
Peter Keon is a dedicated professional and tactful in discussing personal issues such as a family trust. He didn't spare time and effort in dealing with final decisions. Much appreciated!

Date: 09/29/2021 Category: Estate Planning
Staff answered all my questions.

Date: 09/29/2021 Category: Estate Planning
Staff Pleasant, attentive, prepared.

Date: 09/29/2021 Category: Estate Planning
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.

Date: 09/29/2021 Category: Trust & Estate Administration
Peter Keon has always been very helpful when we have met with him and currently via ZOOM.

Date: 09/29/2021 Category: Estate Planning
Peter answered all of our questions. It was a good phone call.

Date: 09/29/2021 Category: Estate Planning
Good advice with respect to IRA Inheritance trust

Date: 09/29/2021 Category: Estate Planning
Peter took his time with my daughter, grandson, and I. We did not feel rushed, which we highly appreciated.

Date: 09/29/2021 Category: Estate Planning
I thought everything was great! I like Peters little scenario scene playing he does when describing options.

Date: 09/29/2021 Category: Estate Planning
I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating.

Date: 06/15/2021 Category: Trust & Estate Administration
Jane has been working with us for a few years, and we appreciate her clarity of communicating legal matters to a lay person.

Date: 06/15/2021 Category: General

<1 2 3 4 5 >

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.