Estate Planning Attorneys in Westlake Village, CA

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List of Firms

Top Westlake Village, CA Estate Planning Law Firms

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Law Offices of Michael C. Murphy
5 out of 5
Location 2625 Townsgate Rd Suite 330, Westlake Village, CA 91361, USA
Phone (805) 494-8929
Language https://murphlaw.net/
Directions
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Conejo Valley Law Group PC
5 out of 5
Location 2945 Townsgate Rd STE 200, Westlake Village, CA 91361, USA
Phone (805) 719-2755
Language http://www.conejovalleylaw.com/
Directions
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Probate Attorneys of Werner Law Firm
Location 2625 Townsgate Rd #330, Westlake Village, CA 91361, USA
Phone (805) 920-8678
Language https://wernerlawca.com/probate-attorneys-westlake-village/
Directions
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Gary Mitchell, Attorney at Law
3 out of 5
Location 4195 Thousand Oaks Blvd Suite 240, Westlake Village, CA 91362, USA
Phone (805) 449-4244
Language http://garymitchelllaw.com/
Directions
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Kenneth Kossoff - Panitz & Kossoff, LLP
5 out of 5
Location 5743 Corsa Ave #208, Westlake Village, CA 91362, USA
Phone (818) 865-0766
Language http://www.pkestatelaw.com/
Directions
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Faucher Law, P.C.
SEC File# 801-77135
CRD# 165127
5 out of 5
Location 2945 Townsgate Rd STE 200, Westlake Village, CA 91361, USA
Phone (818) 889-8080
Language https://faucherlaw.com/
Directions
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Law Offices of Geoffrey S. Sindon
5 out of 5
Location 2945 Townsgate Rd Suite 200, Westlake Village, CA 91361, USA
Phone (805) 492-4044
Language https://www.sindon-law.com/
Directions
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Cherne Law P.C.
Location 5776 Lindero Canyon Rd, Westlake Village, CA 91362, USA
Phone (818) 851-1305
Language http://chernelaw.com/
Directions
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Law Offices of Daniel Friedlander Attorney At Law
5 out of 5
Location 31355 Oak Crest Dr #250, Westlake Village, CA 91361, USA
Phone (805) 409-8710
Directions
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Law Offices of John D. Williams
5 out of 5
Location 2945 Townsgate Rd STE 200, Westlake Village, CA 91361, USA
Phone (818) 991-6664
Directions
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Panitz & Kossoff, LLP
5 out of 5
Location 5743 Corsa Ave, Westlake Village, CA 91362, USA
Phone (805) 379-1667
Language http://www.pktaxlaw.com/
Directions
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Westlake Village CA Estate Planning Attorney Lawyer Law Firm
Location 5743 Corsa Ave Suite 208, Westlake Village, CA 91362, USA
Phone (818) 865-0766
Directions
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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
Language http://www.pollocklawfirm.com/
Directions
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Jeffrey M. Zabner, a Law Corporation
Location 2393 Townsgate Rd Ste 201, Westlake Village, CA 91361, USA
Phone (805) 374-2777
Language https://zabnerlaw.com/?utm_source=google-local&utm_medium=organic&utm_campaign=2390
Directions
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J. D. Lang & Associates
Location 5743 Corsa Ave #213, Westlake Village, CA 91362, USA
Phone (818) 991-7700
Directions
Estate Planning Lawyers in Westlake Village, CA

Where Estate Planners in Westlake Village, CA Serve

Nestled in the rolling hills of Southern California, Westlake Village is a charming community with a rich history and a vibrant present. From its stunning natural beauty to its world-class amenities, this city is a true gem of the Golden State. One of the most iconic landmarks in Westlake Village is the Westlake Golf Course, which offers stunning views of the surrounding mountains and is a favorite destination for golf enthusiasts from all over the world. Other notable landmarks include the Four Seasons Hotel, the Promenade at Westlake, and the Westlake Village Inn. Top employers in the area include Amgen, Dole Food Company, and Anthem Blue Cross, among others. These companies offer a wide range of job opportunities for residents of Westlake Village and the surrounding areas. Major highways and streets in the area include the Ventura Freeway (101), Lindero Canyon Road, and Westlake Boulevard. These roads provide easy access to nearby cities and attractions, making it easy to explore all that Southern California has to offer.

Financial Services Related to Estate Planning in Westlake Village, CA

Banks and Credit Unions

Residents of Westlake Village, CA would be helped by a bank in a variety of ways. One of the most common ways is through providing loans for home purchases or renovations. As a community with a high median home value, many residents may require financial assistance to make their dream home a reality. Additionally, banks can offer checking and savings accounts with competitive interest rates, which can help residents save for future expenses or emergencies. With its proximity to popular tourist destinations like Malibu and Santa Barbara, Westlake Village residents may also benefit from travel rewards programs offered by banks. Overall, a bank can provide valuable financial resources and support for the unique needs of Westlake Village residents.

Insurance Broker

Residents of Westlake Village, CA can benefit greatly from the services of an insurance broker. With the high cost of living in this affluent community, it is important to have the right insurance coverage to protect one's assets. An insurance broker can help residents find the best policies for their needs, whether it's home insurance to protect against wildfires or liability insurance for their small business. Additionally, an insurance broker can help residents navigate the complex world of health insurance and find the best plan for their family's needs. With the help of an insurance broker, residents of Westlake Village can have peace of mind knowing they are properly protected.

Retirement Planning

Residents of Westlake Village, CA can greatly benefit from the services of a retirement planner. A retirement planner can help individuals and couples in Westlake Village plan for their retirement by creating a personalized retirement plan that takes into account their unique financial situation, goals, and needs. Retirement planners can help residents of Westlake Village navigate the complex world of retirement planning, including things like Social Security benefits, Medicare, and other retirement benefits. Additionally, a retirement planner can help residents of Westlake Village make smart investment decisions that will maximize their retirement savings and help them achieve their financial goals. With the help of a retirement planner, residents of Westlake Village can feel confident that they are on the right track towards a comfortable and secure retirement.

Wealth Management

Residents of Westlake Village, CA could benefit greatly from the expertise of a wealth manager. With its reputation as an affluent community, many individuals in Westlake Village have complex financial portfolios and investments that require careful management. A wealth manager can provide personalized advice and guidance on investment strategies, estate planning, and tax management. Additionally, with the high cost of living in the area, a wealth manager can help residents navigate their financial goals and plan for long-term financial security. For example, a wealth manager could assist a family in Westlake Village with creating a college savings plan for their children, or advise a retiree on how to maximize their retirement income while minimizing taxes. With its unique financial landscape, residents of Westlake Village would greatly benefit from the services of a skilled wealth manager.

Financial Advisor

Residents of Westlake Village, CA could benefit greatly from the services of a financial advisor. With the high cost of living in the area, it can be challenging to manage expenses and save for the future. A financial advisor can assist with creating a budget, setting financial goals, and developing a plan to achieve those goals. Additionally, with the abundance of successful businesses and entrepreneurs in Westlake Village, a financial advisor can provide guidance on investment strategies and help individuals make informed decisions about their finances. With the help of a financial advisor, residents of Westlake Village can feel confident in their financial future and enjoy the many opportunities the area has to offer.

Mortgage Loan Officer

Residents of Westlake Village, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. A mortgage loan officer can also help residents understand the different types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help them choose the best option for their financial situation. In addition, a mortgage loan officer can provide guidance on how to improve credit scores, which is especially important in a high-income area like Westlake Village, where home prices are often higher than the national average. By working with a mortgage loan officer, residents of Westlake Village can ensure that they are making informed decisions about their home financing, and can feel confident in their ability to purchase or refinance a home in this desirable community.

Tax Services

Residents of Westlake Village, CA could benefit from the guidance of a tax advisor in several ways. For instance, they could receive assistance with tax planning and preparation, ensuring that they comply with federal and state tax laws while minimizing their tax liability. Additionally, a tax advisor could provide advice on retirement planning, estate planning, and investment strategies to help residents achieve their financial goals. Given that Westlake Village is a wealthy community with a high cost of living, residents may also need guidance on tax-efficient charitable giving and strategies to minimize the impact of California's high state income tax rates. Overall, a tax advisor can help residents of Westlake Village navigate the complex world of taxes and finances, allowing them to make informed decisions and achieve financial security.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Westlake Village, CA can provide a range of services to ensure that your assets are well-managed and distributed according to your wishes. From drafting wills and trusts to creating power of attorney documents, these lawyers can help you navigate the complex legal landscape of estate planning. In Westlake Village, CA, estate planning is particularly important due to the high property values and affluent residents. With many wealthy individuals and families living in the area, it's essential to have a solid estate plan in place to protect your assets and ensure that your loved ones are taken care of after you're gone. Whether you're looking to create a comprehensive estate plan or simply need help updating your existing documents, an estate planning lawyer in Westlake Village, CA can provide the guidance and expertise you need to achieve your goals.

Located in the heart of Southern California, Westlake Village is a picturesque city that boasts a vibrant community and a plethora of legal resources. When it comes to estate planning, Westlake Village stands out as the best place to find an attorney who can help you navigate the complex legal landscape. With its proximity to major metropolitan areas like Los Angeles and Ventura County, Westlake Village offers access to some of the most experienced and knowledgeable estate planning lawyers in the state. Additionally, the city's affluent population means that its attorneys are well-versed in handling complex and high-value estates, ensuring that your assets are protected and distributed according to your wishes. Whether you're looking to draft a will, establish a trust, or plan for long-term care, Westlake Village has the legal expertise and resources you need to ensure that your estate is well-protected.