The Law Firm Of Kavesh, Minor & Otis
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The Law Firm Of Kavesh, Minor & Otis
As one of the oldest estate planning law firms in Southern California, we have helped more families with estate planning and trust and probate administration matters than just about any other law firm. No matter what your needs are, we can simplify the process, protect your legacy, and preserve your family harmony.

Your estate plan is one of the most valuable investments you'll ever make. However, your plan could be a ticking time bomb if it doesn't adjust to changes in planning strategies, changes in the law, and changes in your life.
Services
Founded in 1981, The Law Firm of Kavesh, Minor & Otis, Inc., has become one of California's leading estate planning firms. Our lawyers have helped thousands of individuals and families create plans that protect their hard-earned assets for generations and make sure those assets pass to the right people at the right time.
When it comes to estate planning matters, you and your loved ones deserve the right experience and expertise. Our attorneys can craft a plan to protect your home, retirement savings, and other assets, giving your family peace of mind. Estate planning can be overwhelming, especially if you don't have an experienced guide on your side.
There is a stark difference between estate plans that work properly and those that don't. Even if your documents protected you initially, they may not take into account what will happen if you get remarried, if you are named in a lawsuit, or if a loved one experiences a sudden illness or disability.
Mourning the loss of a loved one is one difficult enough without adding the stress of estate administration. Instead of being given time to grieve, a surviving spouse or family member may be tasked with paying their loved one's taxes, transferring trust assets, and meeting the financial obligations of the estate.
If you are an administrator or executor for a loved one's estate, you will find that there may be little time to emotionally cope with the loss that you and your family have endured. That is because you will quickly face the reality of probate, the legal process through which an executor closes an estate and distributes assets to beneficiaries.
Reviews (27)
Tracy W.
Tracy W.
Nov 30, 2021
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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.
Brian Butler
Brian Butler
Jul 07, 2021
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Positive: Professionalism
I first got my living trust with them 25 years ago. The are very professional and have kept me up to date over the years.
Myriam Tashima
Myriam Tashima
Jun 02, 2021
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Positive: Responsiveness
Peter Keon is a dedicated professional and tactful in discussing personal issues such as a family trust. He didn't spare time and effort in dealing with final decisions. Much appreciated!
Dan Lampkins
Dan Lampkins
Jun 02, 2021
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Positive: Professionalism
Jane has been working with us for a few years, and we appreciate her clarity of communicating legal matters to a lay person.
Jess Caldejon
Jess Caldejon
May 31, 2021
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Positive: Professionalism, Responsiveness
They helped me put my Dad's estate in order, after his death. I recommend them for trust and estate planning.
Wr
Wr
May 26, 2021
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Positive: Professionalism
Recent experience with Mr Keon was very good and he was very helpful through the process.
Bob Wright
Chris Delmastro
Chris Delmastro
May 20, 2021
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Positive: Professionalism, Responsiveness
I have complete confidence in attorney Peter Keon and the firm's ability to handle my estate planning needs.
G. Kaneshiro
G. Kaneshiro
May 17, 2021
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Positive: Professionalism, Quality, Responsiveness
Jane Lee provided important specific information for my 3-year Free Trust Review!
I feel confident that my trust is up-to-date and appreciate Jane’s knowledge and personable guidance. Thank you!
Elaine Tingey PhD
Elaine Tingey PhD
Apr 07, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Everyone was very professional and very responsive. Jane Lee was unflappable. She has heard it all. Somehow you can discuss death-and-taxes without feeling like you are discussing death or taxes. I highly recommend Jane Lee and the entire Firm.
Kristina Schneider
Kristina Schneider
Mar 15, 2021
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After my grandmother passed away in 2020, my mom was in need of her own estate plan. I recommended her to go to Kavesh, Minor & Otis and she met with Peter Keon. He addressed a lot of challenging and difficult issues we have with our very blended and complex family situation. His knowledge of what could happen down the line was so helpful. I am so relieve that my mom got this taken care of and am grateful that she got the guidance and help she needed. Thank you!
B. F.
B. F.
Jan 30, 2021
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Getting a Living Trust was something I was fairly nervous about after having done only a bit of cursory research.
My wife and I had an online appointment and met with Peter through video conference. He was very friendly, professional, and patient with my many questions. I appreciated that he really took the time to walk us through everything. My wife and I came to this meeting with some general idea of what we wanted, but I was especially thankful that he took special care to address each of us individually and ensure that we both understood the numerous ways that our contributions to the
Ed F.
Ed F.
May 10, 2020
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Peter Keon has been our attorney for years now, and we couldn't be happier. He set up our family trust and has kept it up to date ever since. He has been very attentive to our needs and wants, and has been very professional throughout. Having him to take care of all of our trust matters has taken a big load off of our shoulders. We can absolutely recommend him.
Cheryl Y.
Cheryl Y.
Mar 16, 2020
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In the middle of the COVAD 19 pandemic, my siblings have decided to move my 97 year old mother from her home with full time care to a nursing home.
I needed a copy of my mothers medical power of attorney ASAP.
They were really responsive and got me the papers I needed
Jeff B.
Jeff B.
Mar 11, 2020
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My wife and I have a relatively complicated situation. From a previous marriage I have an adult child with three children of her own. My wife also has children from a prior marriage, and also has three grandchildren. Some of our grandchildren have special needs. We each have separate property from before we met. We have other complicating factors as well. Our trust from our prior attorney met our needs when it was created well over a decade ago, but it was no longer adequate. We are so happy that we went to attorney Peter Keon of "The Law Firm of Kavesh, Minor and Otis" instead of the
David M.
David M.
Jan 29, 2020
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Ok. So I waited far too long to set up a trust. As a husband and father of 2, probably a little irresponsible (ask my wife). That said, I finally did it, and I don't feel bad because if you are reading this review it probably means you still haven't :).

Anyway, I attended a seminar which was pretty good but high level and I was uncertain if the company could handle my rather complicated situation. That said my laziness kicked in and since they were located in the same complex my company is in, I just went for it. I can't speak for all the attorneys there as I only interacted
Morris S.
Morris S.
Dec 11, 2019
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Attorney Peter Keon has provided us with comprehensive services with regard to our family trust, our IRA trust and a trust to protect our son. We couldn't be more pleased with his expertise and his service. Once our family trust was established, we received free reviews every 3 years to be certain that our circumstances have not changed and to bring our documents into compliance with any changes in the law.

We're extremely glad that we found Kavish Minor & Otis.
Lindsay L.
Lindsay L.
Aug 20, 2019
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I wish I could give this place 0 stars. Where do I begin? Well every 3 years my parents are getting constant phone calls to come back in to "review and update" their living trust. My parents had their trust originally made 20 years ago and they have never once wanted to change anything but somehow always end up getting swindled into paying hundreds of dollars on a minor change like wording of a sentence or paragraph. My parents are in their 70s now and do not need to be harassed with endless phone calls and requests to come into the office or to a played out seminar, the same seminar
Mary S.
Mary S.
Aug 10, 2019
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We are in our 40s and decided that we should finally get a living trust since we own a home, etc. This form came highly recommended by my east coast estate planning friend. The process was as easy as can be and we were very happy to finally get it done.
Jeffrey C.
Jeffrey C.
Feb 08, 2019
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Very informative, professional, and clear. There are options for planning packets; the will packet I chose is thorough. No pressure, just explanations and choices. Highly recommend.
Marilyn Y.
Marilyn Y.
May 22, 2018
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I went there about a month ago for a living trust. My husband and I were both suppose to go. My husband is disabled and was having a bad day. I went by myself and Peter Keon was very understanding. We went over what was to be in the trust. He made an appointment to talk to my husband on the phone. When he called he was very polite and patient with us. Today we went in to sign everything. He took his time explained the trust how it was set up and made sure I knew which papers we needed to process. My husband and I truly appreciate all the hard work.
Vickie C.
Vickie C.
May 10, 2018
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Very professional, very prompt, but very expensive! Be sure to understand all aspects of a Living Trust before an appointment, especially because if you go again to change it's soon after it's going to cost you a lot! Peter is very fast and business like so it's hard to understand all the lingo, so be sure to ask again if you aren't clear! I finally got him to loosen up and smile for once after our last meeting!
Omar B.
Omar B.
Mar 19, 2018
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I truly appreciated being contacted by Philip J. Kavesh in order to discuss my will and living trust. He took the time to explain what happened, what has been done to correct the issues I encountered, and provided recommendations for future updates. He also provided his direct contact information in case I have additional concerns.

I will continue to use this law firm for future updates to my will and living trust.

Thank you Phil,

Very Respectfully,
Gerald
Jennifer E.
Jennifer E.
Dec 25, 2017
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My fathers estate plane (including Advanced Care Directives, Durable Power of Attorney and a Living Trust) were organized by Jane L. at Kavesh Minor and Otis. My father was officially been diagnosed with Dementia this year and the process has been incredibly smooth and pleasant for our entire family. This is astounding, given that I am an only child with two teenage children. The structure of my father's Living Trust greatly eased the process and made his golden years truly golden for our entire family.

Becoming the co-trustee of my father's trust while he was still functional in
Debbie C.
Debbie C.
Nov 15, 2017
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Asked for a consultation about estates and trusts. Receptionist told me they only do estate planning. Isn't this the same thing? I won't be going here.
Leo N.
Leo N.
Oct 11, 2016
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Two clients had used Kavesh, so I went there after my last divorce. My estate is complicated: 2 ex wives, 4 kids, and a lot of assets. Peter Keon built me a bulletproof trust that everyone involved is happy with. I've recommended them to several clients, and all have been equally impressed. I've since learned that Phil Kavesh is quite well known and trains other trust attorneys all over the country. I'll never use anyone else.
Laura S.
Laura S.
Aug 03, 2016
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I called to simply get my (30yrs deceased) father-in-law removed from their mailing list. However Julie was so incredibly hostile and rude that I gave up.
I began the call answering her rudely asked questions but when I tried to clarify an answer she rudely demanded a yes or no only. She is one unhappy person in the wrong line of work.

I would never do business with this company.
Angela P.
Angela P.
Feb 04, 2016
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Kavesh, Minor & Otis is a phenomenal full service estate planning law firm. I researched several firms before making this huge decision as we are a family with young kids planning our future. I found KMO and their team to be OUTSTANDING, especially our superb lawyer, Peter Keon. He made this process smooth, simple to understand, laid the hard facts, educated and assisted us in making a sound future decision. Estate planning can be quite complex and tedious. Our lawyer, Peter, is an estate planning specialist and a CPA - how amazing is that! He was able to assess and suggest methods that only