Business Details
Estate Planning & Trust Attorneys in Westlake Village, CA
At Oak Crest Law Group, we are dedicated to providing comprehensive legal counsel in wealth preservation, estate planning, and probate. Our mission is to simplify complex trust planning processes while prioritizing our clients' hopes, values, and long-term goals. With a team approach that integrates collaboration with financial advisors, we deliver personalized strategies that extend beyond tax considerations to address holistic legacy planning. Our attorneys and paralegals bring decades of combined experience in crafting estate plans that promote family harmony and enduring legacies. We emphasize transparency, accessibility, and client education throughout every engagement, ensuring clients feel empowered in their decision-making.Our practice combines technical expertise with compassionate service, reflected in our numerous five-star client testimonials. We maintain rigorous professional standards while offering flexible remote consultation options to accommodate modern client needs. Our commitment to excellence has earned us recognition across California and beyond, with clients consistently praising our thoroughness, responsiveness, and ability to demystify complex legal processes.
Services
Estate Planning
Trust Administration
Probate Services
Asset Protection
Business Succession
Highlights and features
- We offer personalized estate planning strategies tailored to individual family dynamics
- Our team collaborates with financial advisors for comprehensive wealth preservation
- Managing Attorney with 20+ years of specialized estate planning experience
- Proven process simplifies complex trust administration and probate matters
- Consistently receives five-star client reviews for exceptional service quality
What people say
Extremely professional
Knowledgeable team
Simplified the process
Highly recommend
Peace of mind
Services
Estate Planning
Our estate planning service creates personalized legal frameworks to protect assets and ensure your wishes are honored. We develop comprehensive strategies that address property distribution, healthcare directives, and financial powers of attorney. Our process includes detailed consultations to understand family dynamics and long-term objectives.
Trust Administration
We handle all aspects of trust administration from asset inventory to final distribution. Our team ensures proper tax filings, creditor notifications, and beneficiary communications while maintaining strict compliance with California trust laws throughout the administration process.
Probate Services
Our probate services guide executors through court requirements, debt settlement, and asset distribution. We streamline the process with proactive documentation preparation and represent clients in all probate court proceedings to minimize delays and complications.
Asset Protection
We implement legal strategies to safeguard assets from potential creditors and lawsuits. Our approach combines trust structures, entity formations, and insurance coordination to create comprehensive protection plans tailored to individual risk profiles and financial goals.
Business Succession
We develop transition plans for business owners to ensure smooth leadership changes. Our services include ownership transfer strategies, buy-sell agreements, and tax-efficient succession frameworks that protect business continuity and family interests.
People
Edward Cainglit
Managing Attorney
Edward Cainglit specializes in estate planning and probate law with over 20 years of experience. He focuses on creating customized legal solutions while maintaining a client-centered approach that emphasizes clear communication and long-term planning.
Althea Bercasio
Senior Manager, Operations & Administration/Paralegal
Althea Bercasio manages daily operations and provides paralegal support with extensive experience in trust administration. She ensures efficient case management and client coordination while maintaining high service standards throughout the firm's operations.
Maryjane Capalad
Paralegal
Maryjane Capalad offers specialized paralegal support in estate planning document preparation. With deep expertise in trust creation and administration, she works closely with attorneys to ensure accurate and timely execution of client directives.
Rachel Zaragoza
Paralegal
Rachel Zaragoza provides comprehensive paralegal services with focus on trust documentation and client education. She plays key role in explaining complex legal concepts to clients while maintaining meticulous attention to document accuracy.
Greg Vacca
Legal Assistant
Greg Vacca supports the legal team with document preparation and client coordination. He contributes to the firm's efficiency by maintaining organized records and facilitating smooth communication between clients and attorneys.
Questions
What estate planning services do you offer?
We provide comprehensive estate planning including wills, trusts, power of attorney documents, healthcare directives, and college protection plans.
How does your trust administration process work?
Our trust administration includes asset inventory, tax planning, beneficiary communications, and legal documentation to ensure smooth asset transfer according to your wishes.
Can I complete estate planning remotely?
Yes, we offer virtual consultations via phone or Zoom with full document preparation and electronic signing capabilities for client convenience.
What probate services do you provide?
We guide executors through probate court procedures, handle asset valuation, debt settlement, and ensure proper distribution of estate assets to beneficiaries.
How do you handle estate plan updates?
We provide ongoing support for life changes, offering document revisions and regular plan reviews to maintain alignment with evolving family needs.
