Thank you for considering our law practice for your estate planning, estate administration, probate, tax planning and real estate needs. Our firm is founded on the core belief that EVERYONE deserves PEACE OF MIND by knowing their family is legally protected in the event of an incapacity or death. We look forward to bringing you Peace of Mind.
Our clients trust us because we tell them the truth, are honest and fair in our dealings with people, and deliver as promised–often exceeding expectations.
We have practiced in the areas of will/trusts/estates for over 30 years all within Ventura County, and mostly in the Conejo Valley. We are experienced in this complex area of law and have a long list of trusted ancillary referral resources to accommodate the diverse needs of our clients.
We realize that each client is unique in their family situation, assets, and goals. We actually listen to our clients and customize solutions that are tailored to their needs.
Ours is a personal business and we develop strong bonds with not only the parents, but their children and grandchildren and extended family members as well. By doing so we can serve the family needs as an entire integrated unit allowing for continuity in the overall plan. We have been told on many occasions that we bring familiarity, stability, and sound thinking during emotional times.
We have created proprietary trademarked "My Family Security Plans" which assure personalized plans that protect our clients from unnecessary taxation, contests, and court intervention, resulting in their peace of mind. We also have in place proven systems that allow us to effectively and efficiently assist our clients in many different situations.
We are keenly aware and sensitive to the many other “non-legal” needs of our clients and their family members as people age. As a client of this law firm, we make available to you a quality network of local dedicated professionals who provide an array of services, products and information for seniors and their families. We were the co-founders of “Moving Seniors Forward” which makes these professionals, with whom we have personal relationships, accessible to you along with educational seminars and fun events.
As a client, everything we do for you will be specifically tailored to your individual requirements. We communicate in understandable terms so you are fully informed, understand your options, and actively participate in the decision making process. We are available to talk with and our caring attorneys, paralegals and office administrators truly enjoy getting to know you and providing you with superior service and attention.
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