Estate, Trust & Tax Attorneys

4500 E. Thousand Oaks Boulevard, Suite 101
Westlake Village, California 91362
(800) 366-1186 • (805) 379-1186 • (818) 889-1296
Fax (805) 379-4975
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We offer a Trust Maintenance Program which will provide a periodic and systematic review of your estate planning documents. For a modest annual fee of $1,000, the program will entitle you to:

  1. An annual telephone conference or in person meeting to review your existing Family Trust, Will(s), Power(s) of Attorney and Advance Health Care Directive(s);
  2. Amendments to any or all of the above documents as changes are needed;
  3. Preparation of Deeds to transfer your real property to your Family Trust (excluding recording costs);
  4. Review and assistance regarding other asset titling and beneficiary designations; and
  5. If you have been a member of the program for at least three (3) years prior to your death, we will provide a twenty percent (20%) discount to your Trustee for any legal fees associated with administering and distributing your Family Trust upon your death.

If you would like to join this program, please date and sign the Trust Maintenance Program form and return it to our office with payment for $1,000. We will then contact you to schedule your annual review. If you have an estate structure, which is more complicated than the one described, we can custom tailor a maintenance program to meet your needs.