How to Find The Best Living Trust and Estate Planning Attorneys in Westlake Village

Are you looking for the best Living Trust attorneys in the Westlake Village area to help create your Estate Plan or administer a trust?

Consider CunninghamLegal’s team of estate planning lawyers in Westlake Village for your will and trust needs. We’re dedicated to serving people locally, as well as in Thousand Oaks and throughout the Conejo Valley as they create Living Trusts, Wills, Powers-of-Attorney, and plan their estates. From Moorpark to Agoura Hills, Calabasas, and beyond, our team of family trust and probate lawyers in Westlake Village handles every aspect of your estate planning with expertise.

Access CunninghamLegal’s complete set of California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Elder Law, and much more. For a probate lawyer in Westlake Village, partner with us.

Maintaining the Legacy of John Kohlbrand

In 2019, CunninghamLegal was honored to assume responsibility for the Law Offices of John Kohlbrand. John practiced in the Conejo Valley for nearly 30 years before he retired, and we are humbled to continue his tradition of caring and service to the community.

Before the handoff, we embarked on a months-long transition with John to transfer his practice and 2,000-plus client files into the care of CunninghamLegal. Together, we contacted all of John’s current and former clients to invite them to meet with us and to ensure they felt welcome to the firm. If you are a former Kohlbrand Law client and we missed each other on the first round, please contact our office so we can get to know each other.

We moved John Kohlbrand’s practice just down the street, to our CunninghamLegal offices at 4165 Thousand Oaks Boulevard, Suite 145, Westlake Village, California—right at the intersection of Thousand Oaks Boulevard and Westlake Boulevard.

Trusted with the Clients of Diedre Wachbrit

When longtime Westlake Village attorney Diedre Wachbrit retired in 2012, she entrusted us with her more than 3,000 estate planning clients. Diedre had a highly active practice—caring for clients with special-needs children, helping with asset protection, life insurance planning, and general estate planning. After her retirement, we held well-received events for Diedre’s clients and their families. If you missed out on those events or need to follow up on your planning, please contact our office directly.

Other Local Estate Attorney Offices Now Served By CunninghamLegal

We have been entrusted with the records, documents, and continuing care of clients from the retired offices of several more local estate planning attorneys in Westlake Village, including the offices of:

• The offices of Estate Attorney John G. Morgan in Camarillo
• Estate Attorney Thomas E. Malley in Camarillo
• Estate Attorney George R. Berninger in Camarillo
• Estate Attorney James L. Spencer in Ventura
• Estate Attorney Roger L. Lund in Camarillo
• Estate Attorney Janice Lee Shen in Westlake Village

Our Westlake Village office now serves all of these attorneys’ clients. If you are looking to update an estate plan, will, or trust, we would be more than happy to assist you and continue these lawyers’ excellent work.

Why You Need a Specialist

When deciding on an estate planning attorney in Westlake Village, choose carefully.

Estate planning is a dynamic, ever-changing field that absolutely demands focused expertise. Don’t rely on “family trust attorney near me” searches to find a reputable Westlake Village estate planning law firm. You need your local Westlake Village estate planning lawyer team to have the specialized experience to manage any issues and questions that may arise. Often, lawyers handle estate plans, wills, trusts, and more as a small sideline, and don’t have the time to keep up with ever-shifting California and federal inheritance laws.

Estate planning in Westlake Village and all across the state is a dynamic, ever-changing field that absolutely demands focused expertise.

That’s why our living trust attorneys in Westlake Village spend serious time each month on professional development—attending seminars when they aren’t presenting at seminars.

You won’t find the right Westlake Village estate lawyer simply by searching “living trust attorney near me.” Steer clear of online trust mills. A Living Trust is too complex and important to turn over to a robot. Every Trust requires customization, no matter how simple you imagine your situation.

Local Matters, Too

Local is always better when searching for an estate planning attorney in Westlake Village.

Estate Planning is an incredibly intimate endeavor. While remote appointments are more convenient, you’ll still need in-person appointments occasionally. Meeting in person nurtures a trust-based attorney-client relationship while helping you navigate issues that can arise when developing your estate plan for yourself and your loved ones.

Just as importantly, only a full-time Conejo Valley estate attorney will maintain the right estate-related contacts with local accountants and financial planners who can and should work together for you.

What Do We Do?

Our lawyers and staff help people plan for the most difficult times in their lives. We offer expert consultation services throughout the process and provide guidance when those times come.

Our office has represented families of all types, large and small businesses, celebrities, professionals, and people at every level of income and complexity of assets. We help to provide stability and safety to guide and protect every client.

We always prepare people for the future with ethics, knowledge, care, and caring.

Make sure your Living Will and Estate Plan are up-to-date with your current family situation and the latest laws. Protect yourself as a trustee.

We look forward to working with you!

Make an appointment to meet with CunninghamLegal Westlake Village for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom appointments to all surrounding areas; Thousand Oaks, Moorpark, Agoura Hills, Calabasas, Simi Valley and more. Just call (805) 342-0970, or book an appointment online.

Best, Jim
James L. Cunningham Jr., Esq.
Founder, CunninghamLegal