Our Estate Planning and Probate Article Library

Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.

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Setting Up a Living Trust-Centered Estate Plan
A California living trust offers many benefits over a will-based estate plan, including the ability to control and gift assets during your lifetime.

Category: Estate Planning
Let Our Legal Team Help Modify or Reform Your Living Trust
The Law Firm of Kavesh, Minor & Otis, Inc., can help you modify or reform a trust. Let us ensure your trust is effective and in line with your wishes.

Category: Estate Planning
The Questions You Should Ask When Choosing Your Estate Planner
Use this list of questions to help you find a suitable estate planner to protect your assets and provide for your family after you are gone.

Category: Estate Planning
Estate Planning Resources for Professional Advisors
Our estate planning firm works closely with financial advisors and professionals to bring you the most comprehensive estate plan possible.

Category: General
A Look Back at Our Company History on Our 30th Anniversary
Phil Kavesh, the founder of The Law Firm of Kavesh, Minor & Otis, looks at how far we've come in honor of our 30th anniversary.

Category: General
The Most Complete Living Trust Package
The Law Firm of Kavesh, Minor & Otis, Inc., can help you establish or modify a living trust. Sign up for a seminar: 866-402-1805.

Category: Estate Planning
Fending Off False Claims Against an Estate: Inheritance Disputes From Beyond the Grave
Someone may not be related to the deceased. However, that doesn't always stop an expense to the estate. Learn how an attorney can help protect your interests.

Category: Estate Planning
Understanding Why Estate Planning Is So Important
The Law Firm of Kavesh, Minor & Otis, Inc., will educate you on the basics of estate planning. Learn why everyone, regardless of income or assets, needs a plan.

Category: Estate Planning
Let Our Team Help You Protect Your Retirement and Limit Your Tax Burden
Our legal team can help you craft a financial plan to ensure that you are maximizing your assets during your lifetime while reaching your estate planning goals.

Category: Estate Planning
Living Trust Services for Trustees and Beneficiaries
The Law Firm of Kavesh, Minor & Otis, Inc., of Southern California offers a full range of services for trustees and beneficiaries upon your death or incapacity.

Category: Trust & Estate Administration
Post-Death Administration Services
The Law Firm of Kavesh, Minor & Otis, Inc., can help you navigate probate law after a death. Sign up for a seminar: 866-402-1805.

Category: Trust & Estate Administration
Advanced Level Planning Options for Larger or More Complex Estates
The Law Firm of Kavesh, Minor & Otis, Inc., works with complicated and high-asset estates. We offer a variety of options to meet your unique needs.

Category: Estate Planning

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing Living Trust inspires confidence. We appreciate their regular update seminars and the offer of free evaluation of our estate plan every 3 years. Elaine B.

Great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend for anyone is thinking about creating or reviewing their trust. Shaune K.

Kavesh, Minor & Otis provided a lot of initial information regarding living trusts and estate planning through their webinar. Consultation with Peter Keon helped guide me through the process, my options and create my living trust. I feel more secure knowing I have things in order. I highly recommend Kavesh, Minor & Otis to others who are considering a living trust. Tracy W.

After the passing of both my parents, father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust webinar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. As we were still under COVID-19 limitations at the time, we were able to accomplish everything via phone conversations and email. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy W.

My experience was great. I signed for a webinar and later I met Peter and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

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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.