Estate Planning Attorneys in Simi Valley, CA

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List of Firms

Top Simi Valley, CA Estate Planning Law Firms

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Houghton Law Group, A Professional Corporation
2 out of 5
Location 250 E Easy St Ste 3, Simi Valley, CA 93065, USA
Phone (805) 496-7724
Directions
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Family Security Law Group, APC
5 out of 5
Location 223 Thousand Oaks Blvd Suite 320, Thousand Oaks, CA 91360, USA
Phone (805) 496-4681
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The Green Law Group, LLP
3 out of 5
Location 1777 E Los Angeles Ave, Simi Valley, CA 93065, USA
Phone (805) 306-1100
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Thousand Oaks Estate Planning
5 out of 5
Location 2629 Townsgate Rd #235b, Westlake Village, CA 91361, USA
Phone (805) 796-5855
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The Law Offices of Kate Young, APC
Location 1791 Erringer Rd, Simi Valley, CA 93065, USA
Phone (818) 710-6149
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The Law Offices of John C. Barlow
2 out of 5
Location 2655 First St Suite 250, Simi Valley, CA 93065, USA
Phone (805) 522-2555
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Law Offices of Jennifer Monroe
5 out of 5
Location 2655 First St #250, Simi Valley, CA 93065, USA
Phone (805) 915-4760
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Evelyn J Gruen Law Offices
Location 1885 Marcella St, Simi Valley, CA 93065, USA
Phone (805) 522-8151
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Werner Law Firm
5 out of 5
Location 2655 First St UNIT 250, Simi Valley, CA 93065, USA
Phone (805) 583-2027
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Acorn Law
5 out of 5
Location 310 N Westlake Blvd Suite 100, Westlake Village, CA 91362, USA
Phone (805) 409-3878
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Law Offices of David J. Hart
Location 2655 First St UNIT 250, Simi Valley, CA 93065, USA
Phone (805) 583-8181
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Carmen B Marquez, PC - Estate Planning - Simi Valley
4 out of 5
Location 2655 First St Suite 250, Simi Valley, CA 93065, USA
Phone (805) 915-4793
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Pederson Law Offices
5 out of 5
Location 920 Hampshire Rd a1, Westlake Village, CA 91361, USA
Phone (805) 372-1507
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Adrienne K. Miller, Attorney at Law, APC
5 out of 5
Location 1633 Erringer Rd UNIT 205, Simi Valley, CA 93065, USA
Phone (805) 522-1640
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Keep Alfred R
3 out of 5
Location 3325 Cochran St UNIT 103, Simi Valley, CA 93063, USA
Phone (805) 526-6221
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Law Office of Randall J. Sundeen
5 out of 5
Location 3605 Alamo St UNIT 330, Simi Valley, CA 93063, USA
Phone (805) 582-1529
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Law Offices of R. Grace Rodriguez
5 out of 5
Location 21000 Devonshire St Suite 111, Chatsworth, CA 91311, USA
Phone (818) 734-7223
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Law Offices of Brandon Sua & Associates
5 out of 5
Location 5756 E Los Angeles Ave, Simi Valley, CA 93063, USA
Phone (805) 515-4070
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Pollock Law Firm
4 out of 5
Location 5743 Corsa Ave #213, Westlake Village, CA 91362, USA
Phone (818) 991-7760
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Bryant-Kambe Madeline
1 out of 5
Location 4212 E Los Angeles Ave, Simi Valley, CA 93063, USA
Phone (818) 344-0616
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DALLARA LAW
5 out of 5
Location 3695 Alamo St #101, Simi Valley, CA 93063, USA
Phone (805) 297-4510
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Law Office Of Merlin L. Reed
5 out of 5
Location 5775 E Los Angeles Ave #228, Simi Valley, CA 93063, USA
Phone (805) 416-0370
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James Lambert Leestma
2 out of 5
Location 7301 Topanga Canyon Blvd Suite 202, Canoga Park, CA 91303, USA
Phone (818) 307-4448
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Estate Planning Lawyers in Simi Valley, CA

Where Estate Planners in Simi Valley, CA Serve

Nestled in the heart of Ventura County, Simi Valley, CA is a vibrant community bursting with natural beauty, rich history, and endless opportunities. From its rolling hills and majestic mountains to its bustling city center and thriving business district, Simi Valley offers something for everyone. One of the city's most iconic landmarks is the Ronald Reagan Presidential Library, which houses a vast collection of artifacts and exhibits dedicated to the life and legacy of the 40th President of the United States. Other notable landmarks include the Simi Adobe-Strathearn House, the Simi Valley Cultural Arts Center, and the Strathearn Historical Park and Museum. Simi Valley is home to a diverse range of top employers, including aerospace and defense companies such as AeroVironment and Boeing, as well as healthcare providers like Adventist Health and Kaiser Permanente. The city's thriving retail and hospitality industries also provide numerous job opportunities.

Financial Services Related to Estate Planning in Simi Valley, CA

Banks and Credit Unions

Residents of Simi Valley, CA would be helped by a bank in a number of ways. One of the most common ways is through access to financial products and services that can help them manage their money more effectively. This might include checking and savings accounts, credit cards, loans, and investment opportunities. Additionally, banks can provide financial education and guidance to help residents make informed decisions about their finances. For example, they might offer workshops on budgeting, saving for retirement, or investing in the stock market. Another way that banks can help Simi Valley residents is by providing convenient access to cash through ATMs and other banking services. This is especially important in a city like Simi Valley, which is located in a relatively remote area and may not have as many banking options as larger cities. Overall, banks play an important role in helping residents of Simi Valley manage their finances and achieve their financial goals.

Insurance Broker

Residents of Simi Valley, CA can benefit greatly from the services of an insurance broker. With its high number of homeowners and small business owners, an insurance broker can help residents of Simi Valley find the best insurance policies to suit their individual needs. For example, with the high risk of wildfires in the area, an insurance broker can help residents find policies that cover fire damage and other natural disasters. Additionally, with the city's proximity to Los Angeles, an insurance broker can assist residents in finding affordable auto insurance policies that provide adequate coverage. Overall, an insurance broker can be a valuable resource for residents of Simi Valley looking to protect their homes, businesses, and vehicles from unexpected events.

Retirement Planning

Residents of Simi Valley, CA can benefit greatly from the expertise of a retirement planner. With its high cost of living and increasing property values, Simi Valley residents may struggle to save enough for retirement. A retirement planner can help individuals create a personalized plan to save for retirement while still meeting their current financial obligations. Additionally, Simi Valley has a large population of retirees, and a retirement planner can assist with navigating complex retirement benefits and ensuring a comfortable retirement. Overall, a retirement planner can provide valuable guidance and peace of mind for Simi Valley residents looking to secure their financial future.

Wealth Management

Residents of Simi Valley, CA could benefit from the expertise of a wealth manager in a number of ways. For one, a wealth manager can help individuals and families in Simi Valley plan for their long-term financial goals, such as saving for retirement or funding a child's education. Additionally, a wealth manager can help residents of Simi Valley navigate the unique financial landscape of the area, which includes a mix of urban and suburban neighborhoods, as well as a thriving business community. With their knowledge of the local economy and investment opportunities, a wealth manager can help residents of Simi Valley make informed decisions about their finances and investments, ultimately helping them achieve greater financial security and stability.

Financial Advisor

Residents of Simi Valley, CA could benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is by creating a personalized budget and savings plan that takes into account the high cost of living in the area. Simi Valley is known for its affluent neighborhoods and expensive real estate, which can make it challenging for residents to save money and plan for the future. A financial advisor can also help residents navigate the complex world of investing and retirement planning, ensuring that their money is working hard for them and that they are on track to meet their financial goals. Additionally, a financial advisor can provide valuable advice on tax planning, insurance, and estate planning, helping residents to protect their assets and provide for their loved ones. Overall, working with a financial advisor can provide peace of mind and help residents of Simi Valley to achieve financial security and stability.

Mortgage Loan Officer

Residents of Simi Valley, CA may benefit from the services of a mortgage loan officer in various ways. Firstly, the officer can assist them in finding the best mortgage options that suit their financial situation and goals. This is especially important in Simi Valley, where the cost of living is relatively high compared to other areas in California. Secondly, the loan officer can help residents navigate the complex mortgage application process and ensure that they meet all the necessary requirements. This can be particularly helpful for first-time homebuyers or those who may not have a lot of experience with the mortgage process. Additionally, the loan officer can provide valuable advice on how to improve credit scores and manage debts, which can ultimately lead to better mortgage terms and lower interest rates. Overall, working with a mortgage loan officer can be a valuable resource for residents of Simi Valley who are looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Simi Valley, CA could greatly benefit from the assistance of a tax advisor. With the city's high median household income and numerous small businesses, navigating the complex tax laws and regulations can be a daunting task. A tax advisor can help residents maximize their deductions and credits, ensuring they are not overpaying on their taxes. Additionally, with the recent changes to the tax code, a tax advisor can provide valuable guidance on how to take advantage of new deductions and avoid potential penalties. Overall, working with a tax advisor can provide peace of mind and potentially save residents of Simi Valley thousands of dollars each year.

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