Why Choose Us
WHAT DISTINGUISHES US FROM OTHER LAW FIRMS?
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.
EXPERIENCE AND COMMUNITY
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 know the judges, court system, influential people and resources in our community.
We realize that each client is unique in their family situation, assets, and goals. We get to know our clients individually and customize solutions that are tailored to their needs.
DEVELOP “LONG-TERM” FAMILY RELATIONSHIPS
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 quality documents that protect our clients from unnecessary taxation, contests, and court intervention, which results 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.
WORKING RELATIONSHIPS WITH OTHER DISCIPLINES
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.
PROVIDE A “SUPERIOR” CLIENT EXPERIENCE
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.