Jakle, Alexander & Patton, LLP

- 2001 Wilshire Blvd # 420, Santa Monica, CA 90403

Introduction / Overview

Planning for the future is one of the most important steps an individual or family can take to ensure their legacy is protected and their wishes are honored. In California, where legal matters can be complex, having a professional and knowledgeable estate planning lawyer is not just a convenience—it's a necessity. Jakle, Alexander & Patton, LLP, a law firm based in Santa Monica, is dedicated to providing comprehensive and personalized legal services in the areas of estate planning, probate, and trust administration. The firm is built on a philosophy of offering clients personal and thoughtful attention alongside exceptional representation. Their mission is to provide peace of mind by helping individuals, couples, and families create tailored estate plans that address their unique needs. The team, including highly-rated attorneys, understands that there is no "one size fits all" approach to estate planning. From traditional wills and trusts to modern considerations like digital assets and property tax planning, the firm is equipped to handle a wide array of legal intricacies. Their expertise in federal estate and gift tax, as well as property tax, further ensures that clients receive thorough and forward-thinking counsel. For those in California seeking to safeguard their financial well-being and protect their loved ones, Jakle, Alexander & Patton, LLP offers a trusted and professional partnership.

Location and Accessibility

The office of Jakle, Alexander & Patton, LLP is conveniently located at 2001 Wilshire Blvd # 420, Santa Monica, CA 90403, USA. This prime address places the firm in a central and easily accessible location for clients throughout Santa Monica and the greater Southern California area. The office building is designed with a strong commitment to accessibility, ensuring that all clients can access their services without physical barriers. The premises feature a wheelchair-accessible car park, which provides a significant convenience for individuals with mobility challenges. Additionally, the building has a wheelchair-accessible entrance and a wheelchair-accessible toilet, reflecting a dedication to inclusivity and client comfort. In an effort to streamline the process and ensure a focused experience, the firm recommends making appointments in advance. This allows the team to be fully prepared for each consultation, maximizing the productivity of your visit. Furthermore, recognizing the diverse needs of modern clients, the firm offers both on-site services and online appointments, providing flexibility and convenience for those who may not be able to visit the office in person. This blend of on-site and remote options highlights the firm's dedication to serving its clients in the most effective way possible.

Services Offered

Jakle, Alexander & Patton, LLP specializes in a comprehensive range of legal services focused on safeguarding legacies and managing assets. The firm's practice areas are meticulously designed to cover all aspects of estate planning and administration, providing peace of mind to clients in California.

• Digital Estate Planning: Assisting clients with planning for their digital assets, including online accounts, intellectual property, and digital files.
• Estate Administration & Probate: Guiding executors and beneficiaries through the often-complex probate process and the administration of trusts after the death of a loved one.
• Estate Planning for Young Adults: Providing tailored estate planning packages for younger individuals who are starting to build their assets and need to create a foundational plan.
• Incapacity Planning: Drafting legal documents such as powers of attorney and advanced health care directives to ensure a client's wishes are carried out in the event of incapacitation.
• Individual Estate Planning: Creating personalized estate plans, including wills and trusts, that reflect a client's unique financial situation and personal desires.
• Gift and Property Tax Planning: Offering expert advice on minimizing gift tax and structuring property ownership to optimize property tax outcomes.
• Trust Administration & Trustee Beneficiary Services: Providing legal counsel to trustees and beneficiaries, ensuring that trusts are administered correctly and that all parties understand their rights and duties.
• Non-Probate Transfers: Assisting with the transfer of assets that do not require going through the probate court, such as joint tenancy and transfer-on-death deeds.
• Probate Conservatorships Legal: Representing clients in probate court to establish conservatorships for individuals who are unable to manage their own financial affairs or health care.

Features / Highlights

Jakle, Alexander & Patton, LLP stands out for several key features that contribute to its strong reputation and client-focused approach. These highlights reflect the firm's commitment to professional excellence and client satisfaction.

• Exceptional Professionalism: A review from a fellow attorney praises Ramon Lamelas, an associate at the firm, for his "proficiency in estate planning," "exceptional" grasp of legal intricacies, and "attention to detail." This professional endorsement speaks volumes about the quality of the legal work.
• Multilingual Competence: The firm's ability to communicate effectively in both English and Spanish, as highlighted in a review of Ramon Lamelas, enhances the client experience and fosters trust and clarity, making the firm more accessible to a diverse clientele.
• Client Education: The firm is dedicated to empowering clients with knowledge, as noted in a review that mentions the commitment to "educating clients about the process." This approach ensures that clients are active and informed participants in their own estate planning.
• Accessibility and Inclusivity: The firm is committed to making quality estate planning affordable and accessible. This commitment is supported by their provision of online and on-site appointments and a fully accessible office with a wheelchair-accessible car park, entrance, and toilet.
• Comprehensive Services: The firm's practice areas cover a wide spectrum of estate-related needs, from simple wills to complex tax matters and probate, offering a one-stop solution for clients.

Contact Information

To schedule a consultation with Jakle, Alexander & Patton, LLP, individuals in California can reach out directly. The phone number is (310) 395-6555, and the mobile phone number is +1 310-395-6555. The office is located at 2001 Wilshire Blvd # 420, Santa Monica, CA 90403, USA. To ensure a productive and focused meeting, it is recommended that appointments are made in advance, whether you plan on an on-site visit or an online appointment. The team is prepared to answer your questions and provide the guidance you need to create a tailored plan for your future. Taking this initial step is crucial for securing your legacy and protecting your loved ones, and the firm is ready to assist you on this important journey.

What is worth choosing

Choosing an estate planning law firm is a critical decision that impacts the future of your assets and the well-being of your family. Jakle, Alexander & Patton, LLP is a worthy choice for individuals in California for a number of compelling reasons. The firm's deep specialization in estate planning, probate, and trust administration ensures that clients receive expert and focused advice on even the most intricate legal matters. The endorsement from a fellow attorney, praising the firm's proficiency, attention to detail, and strategic approach, is a strong indicator of their professional credibility. For a diverse state like California, the ability to serve clients in both English and Spanish is a significant advantage, fostering better communication and trust. The firm's commitment to accessibility is also a key differentiator, offering both online and on-site appointments and ensuring a fully accessible physical office space. By dedicating themselves to educating clients, the firm empowers individuals to make informed decisions about their own legacy, which builds confidence in the legal process. The comprehensive suite of services, from digital estate planning to tax matters, means clients can handle all their estate-related needs in one place. Ultimately, for anyone in California seeking a knowledgeable, dedicated, and strategic partner to help with their estate planning, Jakle, Alexander & Patton, LLP offers a combination of expertise, accessibility, and client care that makes them an excellent choice.

Jakle, Alexander & Patton, LLP

2001 Wilshire Blvd # 420, Santa Monica, CA 90403, USA