Business Details
24 Years
experience
Trusted Estate Planning & Probate Attorney in Agoura Hills
Stephens Law Group, established in 2002, is a trusted legal practice dedicated to estate planning, trust administration, and probate matters. Led by Attorney James D. Stephens, a certified specialist in estate planning, trust, and probate law by the California State Bar Board of Legal Specialization, the firm combines deep expertise with personalized service. With over two decades of experience, we guide clients through complex legal processes, ensuring their wishes for asset distribution and family care are meticulously documented.Our practice emphasizes clarity, compassion, and client education, translating intricate legal concepts into actionable plans. Serving Agoura Hills, Westlake Village, and the Conejo Valley, we prioritize long-term client relationships, offering annual reviews and updates to maintain plan relevance. Recognized by peers and clients alike, we are committed to excellence, integrity, and the highest standards of client advocacy.
Services
Estate Planning
Probate
Trust Administration
Wills
Cross-Border Estate Planning
Details
- Year established: 2002
Highlights and features
- Certified specialist in estate planning, trust and probate law by the California State Bar Board of Legal Specialization
- Over 20 years of experience in estate planning and probate law
- Personalized service with annual plan reviews and updates
- Proven track record with client testimonials highlighting expertise and thoroughness
- Active involvement in professional estate planning networks and councils
Associations and certifications
- California State Bar Board of Legal Specialization
- Conejo Valley Estate Planning Council
- Pepperdine Network of Estate Planning Professionals
What people say
Extremely thorough
Knowledgeable attorney
Excellent attorney
Patient and professional
Positive feedback
Services
Estate Planning
Estate planning ensures your assets and wishes are legally protected. We create customized wills, trusts, and advanced directives to secure your family's future. Our approach simplifies complex legal processes, offering peace of mind through clear, actionable strategies tailored to individual needs.
Probate
Probate services guide clients through court processes for asset distribution. We streamline estate settlement, manage creditor claims, and ensure compliance with California laws. Our expertise minimizes stress during difficult times, providing efficient resolution for executors and beneficiaries.
Trust Administration
Trust administration involves managing and distributing assets according to trust terms. We assist trustees with tax compliance, beneficiary communication, and asset management. Our meticulous approach ensures trusts are executed accurately, preserving the grantor's intentions while meeting legal obligations.
Wills
Wills outline asset distribution and guardianship preferences. We draft clear, legally binding documents to reflect client intentions. Our service ensures wills comply with state laws, avoiding probate complications and safeguarding family interests through precise legal language.
Cross-Border Estate Planning
Cross-border planning addresses unique challenges for clients with international assets. We navigate complex tax laws and jurisdictional requirements to protect global estates. Our solutions ensure seamless asset transfer across borders while minimizing legal and financial risks for multinational families.
People
James D. Stephens
Attorney & Certified Specialist
James D. Stephens is a California State Bar-certified specialist in estate planning, trust, and probate law. With over 25 years of experience, he founded Stephens Law Group in 2002 after working at a top celebrity estate firm. He focuses on personalized solutions for high-net-worth families and serves on professional estate planning councils.
Questions
What documents are included in a typical estate plan?
A typical estate plan includes a Family Trust, Pour-over Will, Durable Power of Attorney, Advance Health Care Directive, and property transfer deeds.
Why is a Deed and Preliminary Change of Ownership Report necessary?
These documents transfer California real estate to your trust while maintaining property tax benefits under Proposition 13.
What are your fee structures for services?
Estate planning uses flat fees ($5,600–$8,500). Probate fees follow California law, while trust administration offers hourly or flat-rate options.
Do you charge extra for document notarization or recording?
No additional charges apply for notarization, recording, or keeping copies of your estate documents.
How often should I update my estate plan?
Annual reviews are recommended to ensure your plan reflects life changes, tax laws, and family circumstances.
Do you offer free consultations?
Yes, complimentary 30-minute consultations are available for new clients to discuss estate planning needs.
