Swan Carpenter Wallis Mckenzie

- 26858 Cherry Hills Blvd, Sun City, CA 92586

In the heart of California's beautiful Sun City, having access to reliable and compassionate legal expertise is essential, especially when it comes to safeguarding your future and protecting your family's assets. For matters concerning estate planning, living trusts, and conservatorships, the law firm of Swan Carpenter Wallis McKenzie stands out as a trusted and professional resource. With a reputation for providing thorough and patient guidance, the firm, including Attorney Kevin McKenzie, is dedicated to helping individuals and families navigate some of life's most important legal decisions with confidence and peace of mind.

The attorneys at Swan Carpenter Wallis McKenzie understand that legal matters, particularly those involving family and finances, can be sensitive and complex. Their approach is centered on clear communication and a deep commitment to ensuring every client fully understands their options. They take the time to explain every detail, answer all questions, and provide a sense of calm during what can often be a stressful period. This dedication to client education and support is a cornerstone of their practice, as evidenced by the high praise they receive from clients who appreciate their professionalism and helpfulness.

### Location and Accessibility

The office of Swan Carpenter Wallis McKenzie is conveniently located at 26858 Cherry Hills Blvd, Sun City, CA 92586. This prime location places the firm in a central and easily accessible part of the community, making it a local and convenient choice for residents of Sun City, Menifee, and the surrounding areas. Its position within the community ensures that clients can easily visit the office to discuss their legal needs in person.

The firm is committed to providing a welcoming and accessible environment for all clients, regardless of their physical condition. The office is equipped with a **wheelchair-accessible entrance**, a **wheelchair-accessible parking lot**, and a **wheelchair-accessible restroom**. These features ensure that every individual can visit the office with ease and comfort. By offering these amenities, the firm demonstrates a clear commitment to serving the entire community without barriers. Since they operate on an appointment-based system, with appointments being required or at least recommended, it is a good practice to call ahead to ensure a seamless and productive visit.

### Services Offered

While the firm's legal services cover a range of areas, they are particularly noted for their expertise in matters of estate planning and conservatorships. Their deep knowledge in these fields allows them to provide comprehensive and thoughtful legal counsel. Based on publicly available information and client reviews, their services include:

• Living Trusts: Expert assistance in creating and managing living trusts, a crucial tool for protecting assets and ensuring a smooth transfer of property to beneficiaries without the complexities of probate.
• Estate Planning: Comprehensive guidance on all aspects of estate planning, including the drafting of wills, trusts, and other legal documents to secure a client's legacy and financial future.
• Conservatorship: Providing legal support and representation for families navigating the process of conservatorship, particularly for older adults or those with health conditions like dementia. They work to ensure the well-being and best interests of the individual under conservatorship.
• Probate: Offering professional legal services to guide executors and beneficiaries through the probate process, ensuring that the deceased's assets are distributed correctly and efficiently.
• General Civil Litigation: While their focus is on estate-related matters, members of the firm, such as Attorney Kevin McKenzie, also have a background in general civil litigation, which provides a broad legal perspective.

The firm's focus on these specific and often sensitive areas of law makes them a trusted resource for families seeking to plan for the future or handle the legalities that arise from incapacity or the passing of a loved one.

### Features / Highlights

The positive experiences of clients underscore the key features that make Swan Carpenter Wallis McKenzie a standout law firm. Their dedication to a client-first approach is evident in several ways:

• Exceptional Professionalism and Patience: A client review highlights Attorney Kevin McKenzie's professionalism and his willingness to "take the time to explain everything in detail." This patience is particularly valuable for clients who may be new to legal matters.
• Excellent Communication: The firm is praised for its responsiveness. A client noted that Mr. McKenzie "responded in a timely manner" to emails with additional questions, ensuring that clients are never left in the dark about their case.
• Supportive and Friendly Staff: The front desk staff, including Cindy, is recognized for being "very helpful and friendly," creating a warm and welcoming atmosphere from the very first point of contact. This team approach contributes to an overall positive experience.
• Compassionate and Calming Presence: One of the most powerful testimonials comes from a client who noted that the attorney "helped to calm my dad who has Dementia and is now under conservatorship." This speaks volumes about the firm's ability to handle highly emotional and sensitive cases with empathy and a reassuring demeanor.
• Comprehensive Expertise: The firm's ability to help with everything from living trusts to complex conservatorship cases demonstrates a deep and practical knowledge of estate law, providing clients with comprehensive support for their needs.

### Contact Information

If you are considering creating a living trust, need assistance with a conservatorship, or have questions about estate planning, you can contact the office of Swan Carpenter Wallis McKenzie to schedule an appointment. Appointments are required to ensure they can dedicate the necessary time to your specific needs.

Address: 26858 Cherry Hills Blvd, Sun City, CA 92586, USA

Phone: (951) 672-1881

### What is Worth Choosing

Choosing a law firm to handle your estate planning or conservatorship needs is a decision that requires great trust. Swan Carpenter Wallis McKenzie is a worthy choice for residents of Sun City and the surrounding areas for several key reasons. The most compelling factor is the high level of personal and professional care they provide. As one review demonstrates, Attorney Kevin McKenzie takes the time to explain complex legal concepts in detail, ensuring that clients and their families feel informed and confident about their decisions. This is particularly crucial for matters like living trusts and wills, where clarity and precision are paramount.

The firm's ability to handle sensitive cases with a calm and reassuring demeanor is another significant advantage. The testimony of a client whose father has dementia highlights this compassion, noting that the attorney's help made a difficult situation feel manageable. This empathy, combined with their legal expertise, sets them apart and creates an environment of trust and support.

Furthermore, the entire team, from the attorneys to the front desk staff, is praised for being helpful and friendly. This positive client experience, from the first phone call to the final meeting, reinforces the firm’s commitment to excellent service. Their comprehensive accessibility, including wheelchair-friendly facilities, also shows their dedication to serving all members of the community. For anyone in California looking for a law firm that combines professional expertise with a deeply human and compassionate approach to estate planning and family legal matters, Swan Carpenter Wallis McKenzie offers a truly valuable and highly recommended service.

Swan Carpenter Wallis Mckenzie

26858 Cherry Hills Blvd, Sun City, CA 92586, USA