Moses Estate Planning Introduce
Planning for the future is one of the most important steps an individual or family can take. In California, where the legal landscape can be complex, having a knowledgeable and trustworthy estate planning attorney is crucial for securing your legacy and protecting your loved ones. Moses Estate Planning, located in Santa Monica, is a distinguished legal practice dedicated to guiding clients through the intricacies of estate and financial planning. The firm's commitment goes beyond simply drafting documents; they provide comprehensive legal services designed to meet the unique and multi-faceted needs of today's families. Whether you are at the beginning of your estate planning journey, looking to establish a basic will or living trust, or require more advanced legal services for asset protection and tax planning, Moses Estate Planning offers a personalized and compassionate approach. They understand that these are often sensitive and personal matters, and they strive to create an environment where clients feel comfortable and confident in their decisions. As noted in client reviews, the firm's professionalism and responsiveness, even during challenging times, are a testament to their dedication to client welfare. This client-first philosophy ensures that your wishes are not only legally sound but also aligned with your personal and financial goals.
Moses Estate Planning is strategically located in a professional and easily accessible building in Santa Monica, serving the greater Los Angeles area. The office address is 401 Wilshire Blvd 12th Fl, Santa Monica, CA 90401, USA. This central location makes it convenient for residents of Santa Monica and neighboring communities to access their expert legal services.
A significant benefit of this location is the firm's commitment to accessibility. The building features a **wheelchair-accessible car park**, a **wheelchair-accessible entrance**, and a **wheelchair-accessible toilet**, ensuring that all clients, including those with mobility challenges, can visit the office comfortably and without any barriers. This proactive approach to inclusivity reflects the firm's dedication to serving a diverse clientele. In addition to the in-person amenities, Moses Estate Planning also offers **online appointments**, providing a flexible and convenient option for clients who may prefer to conduct their legal affairs from the comfort of their own home. This is especially valuable in today's world, where work and personal commitments can make in-person meetings difficult. The firm also recommends that clients schedule appointments in advance to ensure they receive dedicated, focused time for their consultations. This thoughtful planning helps create a smooth and efficient process for everyone involved, from the initial contact to the finalization of legal documents.
Moses Estate Planning specializes in a wide array of services related to estate planning and asset protection. Their expertise is tailored to help individuals and families create a secure financial and legal future.
Services Offered:
Comprehensive Estate Planning: This includes the full range of services necessary to create a complete and effective estate plan.
Wills and Trusts: Drafting and reviewing essential documents such as the Last Will and Testament, Revocable Living Trusts, and other trusts to ensure assets are managed and distributed according to your wishes.
Asset Protection Planning: Providing strategies and legal instruments like Domestic Asset Protection Trusts and Offshore Asset Protection to safeguard assets from potential creditors or legal claims.
Probate Avoidance: Designing an estate plan to minimize or completely avoid the time-consuming and costly probate process.
Business Entity Formation: Assisting clients with the legal formation of business entities, often as part of a broader asset protection or inheritance planning strategy.
Estate Tax Planning: Developing strategies to minimize estate taxes and preserve the value of your assets for your beneficiaries.
Free Consultation: Offering an initial consultation at no cost to help prospective clients understand their options and the planning process.
Moses Estate Planning stands out from other firms due to a number of key features that enhance the client experience and highlight their commitment to excellence.
Features / Highlights:
Online Appointments: The firm provides the option for remote consultations, making legal services more accessible and convenient for clients who may be unable to visit the office.
Full Accessibility: The office building is fully equipped with a **wheelchair-accessible car park, entrance, and toilet**, ensuring a comfortable and inclusive environment for all.
Responsive and Timely Communication: As noted in customer reviews, Attorney Moses and his team are known for being very responsive and timely in their replies to calls and emails, which is crucial for client peace of mind.
Professional and Compassionate Service: Clients consistently praise the firm's professional conduct and their ability to provide high-quality service, even when clients cannot meet in person.
Free Initial Consultation: This is a valuable feature that allows potential clients to discuss their estate planning needs and learn about the firm's services without any financial obligation.
For those in California looking to get started on their estate planning, Moses Estate Planning can be reached using the following information:
Contact Information:
Address: 401 Wilshire Blvd 12th Fl, Santa Monica, CA 90401, USA
Phone: (310) 488-3320
The phone number is the primary way to schedule an initial consultation or inquire about the firm's services. Given the firm's recommendation for appointments, it is best to call ahead to ensure a dedicated time slot.
Choosing a lawyer for something as personal as estate planning is a decision that requires trust and confidence. Moses Estate Planning is a choice worth making for several key reasons. Their specialized focus on estate planning and asset protection means that they are experts in their field. Instead of being a general law firm, they concentrate on what they do best, providing clients with a level of knowledge and experience that is essential for a properly constructed and comprehensive plan. Their services are designed to address not only basic needs like wills and trusts but also more complex issues such as probate avoidance and tax planning, ensuring that all aspects of your financial legacy are covered.
Furthermore, the firm’s commitment to client communication and convenience is highly commendable. The reviews from real customers highlight that even when facing life's "normal difficulties," like illness or relocation, there was never any undue pressure. The firm's responsiveness and professionalism, even during the challenges of a pandemic, underscore their dedication to providing excellent service under any circumstances. The availability of online appointments is a modern and flexible service option that proves they are willing to adapt to their clients' needs. This is especially important for clients who may have busy schedules or live a considerable distance from the office. By offering a free consultation, Moses Estate Planning also demonstrates a willingness to invest time in potential clients, allowing them to make an informed decision without any initial cost. This combination of deep specialization, a client-first approach, modern service options, and a proven track record of professional and compassionate care makes Moses Estate Planning an excellent and reliable choice for anyone in California seeking to secure their financial future and protect their loved ones.
Moses Estate Planning Services
Estate Planning Lawyer
- Asset Protection Law
- Asset Protection Planning
- Asset Protection Trusts
- Business Entity Formation
- Comprehensive Estate Planning
- Comprehensive Legal Services
- Domestic Asset Protection Trusts
- Establishing A Trust
- Estate Planning & Asset Protection
- Estate Planning And Trusts
- Estate Planning Documents
- Estate Planning Law
- Estate Planning Lawyer
- Estate Planning Process
- Estate Planning Wills
- Estate Planning Wills Trusts
- Estate Tax Planning
- Financial Planning
- Free Consultation
- Inheritance Planning
- Initial Consultations
- Last Will And Testament
- Offshore Asset Protection
- Probate Avoidance
- Revocable Living Trusts
- Trust Preparation
- Trusts And Wills
- Trusts Attorney
- Wills Attorney
- Wills Lawyer
Moses Estate Planning Details
Service options
- Online appointments
- On-site services
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
Amenities
- Toilet
Planning
- Appointments recommended
Moses Estate Planning Photos
Moses Estate Planning Location
Moses Estate Planning
401 Wilshire Blvd 12th Fl, Santa Monica, CA 90401, USA
Moses Estate Planning Reviews
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★ 5★ 4★ 3★ 2★ 1Despite normal life difficulties, such as illness and relocation, there was never any pressure from this company to complete certain required tasks with our investment accounts. We always had ample time to take care of any necessary communications with these account advisors. A lack of pressure gave us time to provide accurate input about our investments----a good thing in this new venture. We always received a timely reply to our questions.
January 13 · Mary Jean SchuetteRetaining Moses Estate Planning in working with my trust concerns without personally meeting Attorney Moses during the pandemic was truly a good quality and value for his service. He was very responsive and timely returned all my calls and emails. He conducted himself professionally to all our communications and follow-up/confirmed all correspondence via e-mail. I will recommend and reach out to him for any estate planning issues.
March 10 · hector meranaWe are extremely pleased with the work attorney Trevor Moses did for us in setting up a Living Trust. He did a thorough job, explaining all the details carefully. He made us aware of situations that we had not considered and how to resolve those issues. Trevor Moses is personable and caring. working with him is very easy. We have already recommended him to several of our friends.John & Raquel Bulman
January 14 · John BulmanIt is with great pleasure that we submit this review about Travor Moses, Esq., and the exceptional legal work he did preparing our Living Trust and Wills. From our very first session with this exceptional attorney, we felt like we had known him for years, and were comfortable to let him proceed with a process we were totally unfamiliar with. At all times he was kind, patient, understanding, caring and highly competent. He was readily available when we had questions (this was often), and quickly got back to us via phone, text or email. As a result of his professionalism and human relation skills he gained our confidence and, therefore, has our unqualified recommendation.Dr. Howard and Karen KarlitzSanta Monica, CA
April 28 · Howard KarlitzI think it's easy to get overwhelmed when it comes to estate planning, but Travor Moses made the process really easy and cleared up any questions I had in a professional, caring and timely manner. I appreciated that he was able to work with my week-long deadline, as well, since I needed everything finished before my heart surgery. The documents were ready for my review within a few days and Mr. Moses made sure I was clear on what I was signing before the final draft. I sincerely appreciated his follow-up email to me, asking me how my surgery went. It's those personal touches on top of exceptional legal work that is just icing on the cake. I can't recommend him enough. Thank you!
December 26 · Marianne
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