Estate planning is important. And it's not just for the wealthy. When you plan your estate or are dealing with probate court after the loss of a loved one, an attorney at the Stephens Law Group may be able to help. Attorney James D. Stephens is a certified specialist in estate planning, trust and probate law. Armed with a thorough knowledge of this area of law, he has the experience and dedication necessary to help clients achieve their estate planning goals.
The firm represents clients throughout California, focusing on Agoura Hills, Westlake Village and the Conejo Valley area of Ventura County and Los Angeles County. Your lawyer should understand how important your family is to you, and strive to help you get peace of mind when it comes to their future and well-being. Our attorneys have helped clients in all aspects of estate planning and probate law including the creation of a will or trust as well as trust administration, probate administration, and estate litigation.
Clients come to the firm for matters of business formation and succession planning, setting up specific trusts such as a special needs trust, charitable trusts, IRA inheritance trusts, or even pet trusts.
The firm represents clients throughout California, focusing on Agoura Hills, Westlake Village and the Conejo Valley area of Ventura County and Los Angeles County. Your lawyer should understand how important your family is to you, and strive to help you get peace of mind when it comes to their future and well-being. Our attorneys have helped clients in all aspects of estate planning and probate law including the creation of a will or trust as well as trust administration, probate administration, and estate litigation.
Clients come to the firm for matters of business formation and succession planning, setting up specific trusts such as a special needs trust, charitable trusts, IRA inheritance trusts, or even pet trusts.
Services
A: Most of our clients doing Trust-based planning receive some combination of the following: (1) Family Trust, (2) Pour-over Will, (3) Durable Power of Attorney, (4) Nomination of Conservator of the Estate, (5) Advance Health Care Directive, (6) Nomination of Conservator of the Person, (7) HIPAA and CMIA Authorization -- for federal and California privacy -- and (8) a Certification of Trust, among other documents.
Also, we typically prepare a (9) Deed and (10) Preliminary Change of Ownership Report for each parcel of California real property being transferred to the Trust.
Also, we typically prepare a (9) Deed and (10) Preliminary Change of Ownership Report for each parcel of California real property being transferred to the Trust.
I had my will, trust and power of attorney completed with Stephens Law Group in Agoura Hills and I cann not recommend them enough!
James is so knowledgeable and takes the time to listen to what your needs are and then tells you the best way to implement them through these legal documents.
Don't wast your money on Legal Zoom.
James is an expert in estate planning and will answer any questions you might have thoroughlyand thoughtfully.
James Stephens originally prepared our Living Trust back in 2005 but has kept in touch with us annually for updates.
James is so knowledgeable and takes the time to listen to what your needs are and then tells you the best way to implement them through these legal documents.
Don't wast your money on Legal Zoom.
James is an expert in estate planning and will answer any questions you might have thoroughlyand thoughtfully.
James Stephens originally prepared our Living Trust back in 2005 but has kept in touch with us annually for updates.
Estate planning is vital if you want to ensure that your wishes for your property and estate are legally upheld.
It is never too early to plan for the future.
And with the help of an estate planning lawyer in Agoura Hills, that future can be better secured.
At the Stephens Law Group, an attorney knowledgeable in this complex area of the legal system has helped clients meet their goals thousands of times.
The firm represents clients in legal matters such as wills and trusts, trust administration, probate law and other areas of estate planning.
It is never too early to plan for the future.
And with the help of an estate planning lawyer in Agoura Hills, that future can be better secured.
At the Stephens Law Group, an attorney knowledgeable in this complex area of the legal system has helped clients meet their goals thousands of times.
The firm represents clients in legal matters such as wills and trusts, trust administration, probate law and other areas of estate planning.
If you are dealing with probate court, an estate planning attorney in Agoura Hills may be able to make it a smoother, less stressful process.
At the Stephens Law Group a lawyer works side by side with the client in all manner of estate planning issues from planning, drafting and finalizing wills to settling an estate through trust administration.
Attorney James D. Stephens is a certified specialist in estate planning, trust and probate law.
He can handle practically any aspect of this area of law and is dedicated to helping his clients and their families.
At the Stephens Law Group a lawyer works side by side with the client in all manner of estate planning issues from planning, drafting and finalizing wills to settling an estate through trust administration.
Attorney James D. Stephens is a certified specialist in estate planning, trust and probate law.
He can handle practically any aspect of this area of law and is dedicated to helping his clients and their families.
Are you concerned about the future of your family and how your estate will be distributed and cared for?
Establishing a trust or will can make it so your wishes are followed for how your wealth, property or other assets are to be passed on to your children or other loved ones.
Wills and trusts are not mutually exclusive to one another and you can arrange both with a knowledgeable estate planning attorney in Agoura Hills at the Stephens Law Group.
A lawyer at the firm has worked with clients in Agoura Hills, Westlake Village, Thousand Oaks and nearby communities as well as the greater Ventura County area.
Establishing a trust or will can make it so your wishes are followed for how your wealth, property or other assets are to be passed on to your children or other loved ones.
Wills and trusts are not mutually exclusive to one another and you can arrange both with a knowledgeable estate planning attorney in Agoura Hills at the Stephens Law Group.
A lawyer at the firm has worked with clients in Agoura Hills, Westlake Village, Thousand Oaks and nearby communities as well as the greater Ventura County area.
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