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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“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

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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.