Business Details
Estate Planning & Probate Attorney in San Luis Obispo
As an experienced attorney, I have dedicated my practice to helping individuals and families protect their legacies through comprehensive estate planning and probate services. My approach combines legal expertise with personalized attention, working closely with clients and their professional advisors to create tailored solutions that meet their unique needs. With advanced education in taxation and years of hands-on experience, I provide strategic guidance in estate planning, trust administration, and business law matters.My commitment to efficiency ensures clients achieve their objectives while minimizing legal complexities. I prioritize clear communication and proactive planning to give families peace of mind knowing their affairs are in order.
Services
Estate Planning
Probate
Business Law
Trust Administration
Wills
Highlights and features
- We offer 20+ years of specialized estate planning experience
- Our team collaborates with your existing financial professionals
- We provide free initial consultations for all clients
- We implement customized trust and business succession strategies
- Our attorney holds advanced tax law certification from USD School of Law
What people say
Top-notch in his field
Comfort in knowing affairs are in order
Services
Estate Planning
Our estate planning service creates comprehensive legal frameworks to protect family assets and ensure wishes are honored. We specialize in customized trust structures, will preparation, and tax-efficient wealth transfer strategies. Clients receive personalized guidance through the complete planning process.
Probate
Probate services handle court-supervised estate administration for executors and beneficiaries. We guide personal representatives through asset inventory, debt settlement, and property distribution according to California law. Our process simplifies complex legal requirements while maintaining compliance with state regulations.
People
Owens R Kevin
Attorney At Law
Estate planning attorney with advanced tax law certification from University of San Diego School of Law. Specializes in trust administration, business succession planning, and probate matters. Holds BA in English from University of San Francisco.
Questions
What estate planning documents do I really need?
Essential documents include wills, trusts, powers of attorney, and healthcare directives tailored to your specific family and financial situation.
How does the free consultation work?
The initial consultation discusses your estate planning goals and creates a customized action plan without any obligation or cost.
Do you handle business succession planning?
Yes, we create comprehensive business succession strategies including buy-sell agreements and family business transition plans.
What's involved in probate administration?
Our probate service handles estate inventory, debt settlement, tax filings, and asset distribution under court supervision.
