Unfortunately, we are not attorneys and cannot directly assist you with your estate planning matters. However, the good news is that we can assist you in finding an estate planning attorney in your area (or assisting your current estate planning attorney).

kavesh-minor-otis-ira-trustsIF YOU ARE LOCATED IN SOUTHERN CALIFORNIA

The attorney who developed The Personal Asset TrustSM, Philip J. Kavesh, is also the principal and owner of one of Southern California’s largest estate planning law firms, Kavesh, Minor & Otis, Inc. The Law Firm of Kavesh, Minor & Otis has been in business for over 35 years and has a great team of associate attorneys and staff that can assist you if you are looking for estate planning or financial assistance and you are located in Southern California.

If you are a consumer in Southern California and would like to attend a free seminar, which qualifies you for a free attorney consultation and a potential fee discount, click here to view the upcoming seminar calendar.  Or, you can contact the law firm directly at 1-800-756-5596.

IF YOU ARE NOT LOCATED IN SOUTHERN CALIFORNIA

If you are a consumer and you’re not located in Southern California and would like for us to assist you in finding an estate planning attorney in your area that might be able to assist you and your family with your estate planning matters, please complete the form below and someone from our office will contact you within one business day regarding your request.