Waite, Jacobs & Atkinson has been serving the Ojai Valley since 1975 in the areas of estate planning, trusts, wills, conservatorships, trust administration, probate, business, and transactional real estate. We provide personal, specific, high-quality estate and health care planning services to our clients.
Because we help individuals plan before death, as well as help loved ones administer their estates after death, we see the tragic results that a poorly-drafted or non-existent estate plan can have on families - often with consequences the deceased would never have wanted or intended.That is why we take the time to ensure that clients understand what they need and why, and that our work product will speak for our clients after their deaths in a clear, concise, and effective way.
Whether you are looking for expert assistance with estate planning (Trusts, Wills, Nominations of Guardians and Conservators, Powers of Attorney), probate proceedings, health care documents (Advance Health Care Directives, Durable Powers Of Attorney For Health Care, HIPAA Authorizations), business and real estate transactions, or your other legal needs, our attorneys are highly skilled at achieving your desired results.
Because we help individuals plan before death, as well as help loved ones administer their estates after death, we see the tragic results that a poorly-drafted or non-existent estate plan can have on families - often with consequences the deceased would never have wanted or intended.That is why we take the time to ensure that clients understand what they need and why, and that our work product will speak for our clients after their deaths in a clear, concise, and effective way.
Whether you are looking for expert assistance with estate planning (Trusts, Wills, Nominations of Guardians and Conservators, Powers of Attorney), probate proceedings, health care documents (Advance Health Care Directives, Durable Powers Of Attorney For Health Care, HIPAA Authorizations), business and real estate transactions, or your other legal needs, our attorneys are highly skilled at achieving your desired results.
Services
Our primary objectives are to help you determine and accomplish your desires regarding your estate, and prepare the documents you need to accomplish those desires.
We will help you arrange your financial affairs so that, at death, there is an orderly distribution of the assets to your loved ones and payment of any debts or liabilities.
We also evaluate your estate so as to minimize the tax consequences at your death.
As part of your planning, we will help you understand the pros and cons of one type of estate plan over another, such as a "Simple Will" versus a "Living Trust."
We will help you arrange your financial affairs so that, at death, there is an orderly distribution of the assets to your loved ones and payment of any debts or liabilities.
We also evaluate your estate so as to minimize the tax consequences at your death.
As part of your planning, we will help you understand the pros and cons of one type of estate plan over another, such as a "Simple Will" versus a "Living Trust."
We at Waite, Jacobs & Atkinson pride ourselves on actively supporting the community in which we live.
During the firm's long history in the Ojai Valley, our attorneys have volunteered with and held leadership positions in a wide range of organizations.
We recognize the privileges of serving the community and giving back generously.
At Waite, Jacobs & Atkinson, we strive to educate our community on important issues in estate and health care planning.
During the firm's long history in the Ojai Valley, our attorneys have volunteered with and held leadership positions in a wide range of organizations.
We recognize the privileges of serving the community and giving back generously.
At Waite, Jacobs & Atkinson, we strive to educate our community on important issues in estate and health care planning.
The materials on this website have been prepared by Waite, Jacobs & Atkinson for informational purposes only and are not legal advice.
This information is not intended to create, and receipt of it does not constitute, a lawyer-client relationship.
Online viewers should not act upon this information without seeking professional counsel.
At Waite, Jacobs & Atkinson, we strive to educate our community on important issues in estate and health care planning.
This information is not intended to create, and receipt of it does not constitute, a lawyer-client relationship.
Online viewers should not act upon this information without seeking professional counsel.
At Waite, Jacobs & Atkinson, we strive to educate our community on important issues in estate and health care planning.
Reviews
Be the first to review Waite.
Write a Review
