Experience
OCW&TA has been serving the community since 2008. Our team not only specializes in Estate Planning, that is our only focus. The amount of time dedicated in the field has allowed us to develop the best formula to help facilitate this sometimes-dreaded process and make it seamless for you and your family.
Attentiveness
Even though we are a busy firm this does not give us an excuse to ignore you. You will always receive a call back and or an email reply. We know this is one of the big deciding factors when seeking to hire an Estate Planning firm. We are proud to say we are here for you. We go out of our way to make sure we always have someone available to answer your questions. Count on us even on selected Saturdays!
Transparency
There are no surprise fees. Unlike many law firms that advertise low fees on the internet, our fees are all inclusive and include a complimentary consultation with an actual attorney. We also offer flat-fee add-on services that are agreed upon in advance. All of this is discussed in detail with one of our attorneys, so you’ll know what to expect.
Efficiency
Your customized estate plan can be completed within 1 week of your initial meeting with us. Our attorneys and staff work together to meet deadlines for clients before they take a trip, close escrow, go into surgery and or if they just have a date in mind in which they’d like to complete their Estate plan. We just ask that you provide us with the specific date during your initial call/meeting, and we’ll work together to make it happen.
Access
Video conferencing has made its way into all our daily routines. This has allowed our firm to continue to serve those beyond our borders but in a quicker and more efficient way. Live in Canada but have properties in California you’d like to set up a Trust for? Or perhaps you have dual citizenship but plan to retire in the Golden state soon or sometime in the future. Maybe you travel a lot for work. You’re one virtual meeting away from allowing us to help you secure your assets all from the comfort of your home, wherever that is.
Trust in your Trust Attorney
We are not just document processors and or order takers. Our firm works to keep you informed of the latest developments in the law. This is to make sure your family stays protected and that your estate plan is up to date. We will always have your best interest at heart and understand that our job is to meet your Estate Planning needs to the best of our ability. This goes beyond just helping you set up the planification of your Estate and is where we like to differentiate ourselves the most when compared to other firms.
Reputation matters
We are an established firm and are in this for the long haul. We encourage you to check out our countless 5-star reviews on Google and Yelp as they are a testament to our work ethic and consistent professionalism. A large portion of our clients are referrals of referrals. Choose us, you will not regret it.
