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PLAN FOR YOUR FUTURE AND PROTECT YOUR LEGACY
There’s a lot that goes into setting up a comprehensive estate plan, but with our complimentary worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.
What Our Clients Say
Steve was very knowledgeable, professional, and understanding of our needs. Megan was very pleasant to work with. She was very diligent in explaining everything because she was extremely organized. We are very pleased that we chose Oakley Law Group to assist us in designing our trust.
-Mak & JLK
ESTATE PLANNING
An estate plan is more than simply a way to transfer assets to heirs after death. A well-designed estate plan offers a number of benefits. We create a plan for you and the people you love to protect your hard-earned assets.
TRUST ADMINISTRATION
The trust administration process can be extremely complex and carries with it a wide range of duties and responsibilities. We have the experience necessary to make the trust administration process as stress-free as possible.
Why Choose Us?
Competence plus Compassion
Yes, we’re skilled in the law, but our biggest asset is that we deeply care about you and your family. Our number one goal is to guide you in preparing the best planning to take care of your loved ones when you are no longer here. We achieve this by not only being skilled lawyers, but also by being skilled listeners and treating your family as we would our own.
We know what you’re facing
Estate planning is very personal for me and my family. When we talk about protecting your family, we’ve been there and know what you’re facing without proper planning.
As young parents with three small children, my wife, Vickie, and I had our entire life ahead of us. It was filled with promise, hopes and dreams for our future. Suddenly and tragically, Vickie was taken from us at the tender age of 40, leaving our family emotionally anchorless and adrift. At the worst time in our lives, we were thrust into a dreadful probate experience and forced to navigate an arcane, expensive and messy system to untangle Vickie’s assets. This nightmare lasted nearly three years.
This experience took such an emotional and financial toll on our family that I vowed to help educate and assist every family I could to avoid this completely unnecessary burden during the darkest days of their lives.
Experience, Confidence, and Trust
Over the course of nearly two decades, we’ve guided thousands of families, just like yours, to the peace of mind knowing they’ve done the best planning possible to pass their legacy and protect their loved ones.
Some of the country’s top advisors and advisory firms, such as Merrill Lynch, Edward Jones and Fidelity, entrust their clients’ estate planning to us. You can entrust your family to us as well.
Simplicity
How We Work Together to Develop a Personalized Plan in Three Simple Steps
- Schedule an appointment and view our educational webinar
- We have a listening session so we may learn about your family, concerns, goals and objectives
- We’ll design a custom estate plan for your family and help you properly implement it
If this resonates with you, the Oakley Law Group may be the right fit for you. Call Today to schedule an appointment and to watch an educational webinar.
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READ MORE...Where We are
The Oakley Law Group
Los Angeles
Fax: (818) 450-3886
Downtown Los Angeles
Fax: (818) 450-3886
Pasadena
Fax: (818) 450-3886
office hours
Monday | 9:00 AM – 6:00 PM |
Tuesday | 9:00 AM – 6:00 PM |
Wednesday | 9:00 AM – 6:00 PM |
Thursday | 9:00 AM – 6:00 PM |
Friday | 9:00 AM – 6:00 PM |