Business Details
Estate Planning & Trust Services in Westlake Village, CA
At Oak Crest Law Group, we specialize in crafting personalized estate plans that reflect our clients' values, protect their assets, and ensure a lasting legacy. Our team of experienced attorneys takes a client-centered approach, combining legal expertise with compassionate guidance to simplify complex estate planning processes. We prioritize open communication, offering virtual and in-person consultations to accommodate diverse client needs.By collaborating with financial advisors and leveraging decades of combined legal experience, we deliver tailored solutions that address both immediate concerns and long-term goals. Our commitment to excellence extends to trust administration, probate assistance, and business succession planning, ensuring comprehensive support for individuals and families across California and beyond.
Services
Estate Planning
Trust Administration
Asset Protection
Probate Services
Business Succession Planning
Charitable Giving
College Protection Plan
Living Trusts
Gift Tax Planning
Values-Based Planning
Highlights and features
- We offer personalized estate plans tailored to individual family dynamics and financial goals
- Our team collaborates with financial advisors for holistic wealth preservation strategies
- Virtual consultations and document execution available for client convenience
- Experienced attorneys with proven expertise in California estate law
- Comprehensive services covering asset protection, probate, and business succession planning
What people say
Exceptional guidance
Seamless process
Patient explanations
Virtual convenience
Professional team
Services
Estate Planning
Our estate planning services create customized legal frameworks to protect assets and ensure wishes are honored. We develop comprehensive strategies that address tax implications, guardianship arrangements, and healthcare directives. Clients receive personalized guidance through document creation, including wills, trusts, and powers of attorney, with ongoing support for plan maintenance and updates.
Trust Administration
We guide trustees through post-death trust administration processes with expert legal support. Our services include asset inventory preparation, tax filings, and proper distribution of assets according to trust terms. We provide step-by-step assistance while maintaining compliance with California legal requirements and fiduciary responsibilities throughout the private administration process.
Asset Protection
Our asset protection strategies safeguard client resources from potential creditors while maintaining legal compliance. We design structures that preserve wealth for intended beneficiaries through irrevocable trusts and strategic ownership arrangements. Our approach balances protection needs with tax considerations and long-term estate planning objectives while ensuring proper implementation of protective mechanisms.
Probate Services
We provide comprehensive probate assistance for executors navigating court-supervised estate administration. Our support covers will validation, asset collection, debt settlement, tax compliance, and final distributions. We guide personal representatives through each procedural requirement while maintaining transparent communication with all interested parties throughout the formal probate process.
Business Succession
Our business succession planning creates transition frameworks for company ownership transfers. We develop strategies for entity formation, operational continuity, and tax-efficient exit strategies. Services include creating buy-sell agreements, advising on generational transfers, and implementing structures that ensure smooth leadership changes while protecting business value during ownership transitions.
People
Edward Cainglit
Managing Attorney
Edward Cainglit combines legal expertise with teaching experience to provide client-centered estate planning. He graduated from USC and Whittier Law School, previously serving as a dental malpractice intern and judicial extern. His practice focuses on creating customized estate plans that protect family legacies while minimizing tax burdens through comprehensive wealth preservation strategies.
Althea Bercasio
Senior Manager, Operations & Administration
Althea Bercasio oversees daily operations and administrative functions at Oak Crest Law Group. With extensive experience in legal office management, she ensures smooth practice operations and client service coordination across both office locations while maintaining high standards of professional efficiency.
Maryjane Capalad
Paralegal
Maryjane Capalad provides essential legal support as a paralegal at Oak Crest Law Group. She assists clients with document preparation and procedural guidance, maintaining open communication channels for prompt response to client inquiries while supporting the firm's commitment to exceptional client service.
Rachel Zaragoza
Paralegal
Rachel Zaragoza delivers professional paralegal services with attention to client needs. She guides clients through planning processes, explains legal documentation, and provides follow-up support to ensure complete understanding of estate planning documents and procedures.
Linette Jimenez
Paralegal
Linette Jimenez offers expert paralegal assistance with estate planning matters. She helps clients understand complex documentation, coordinates administrative tasks, and provides personalized support throughout the planning process while maintaining the firm's standards of thoroughness and client education.
Questions
What does estate planning involve?
Estate planning creates legal frameworks to manage your assets during life and distribute them after death, including wills, trusts, and healthcare directives.
Can I complete estate planning documents virtually?
Yes, we offer virtual consultations and document execution with secure online notarization options for client convenience.
What's the difference between a trust and a will?
Trusts avoid probate and provide ongoing asset management, while wills require court validation and only take effect after death.
How does probate work?
Probate is court-supervised asset distribution through a will, requiring document filing, debt settlement, and asset transfer to beneficiaries.
What is a College Protection Plan?
Our College Protection Plan establishes legal authority for parents to access medical/financial records and make decisions for adult children.
Do you offer payment plans?
Yes, we provide flexible payment options to make comprehensive estate planning accessible for all clients.
