Estate Planning Testimonials From Our Clients

Our clients are raving about the services we provide. Read our testimonials to see what your neighbors are saying about our law firm, including the problems they were facing before they came to us and how we were able to create an estate plan that met all of their needs.

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“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.”
“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.”
"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.”
“We have been your customer for many, many years. We have been happy with your firm from the very first day. "
"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."
“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.”
“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."
"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.”
"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."
“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.”
“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!”
“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.”
"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!"
"Kavesh, Minor & Otis is always there to help us out and that makes me feel secure."
"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."
"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."
"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. "
"They did all my paperwork, freeing me of everything. I can’t say enough about them, they handled everything and were just marvelous."
"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."

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.