Oak Crest Law Group

31355 Oak Crest Dr #125, Westlake Village, CA 91361, USA

About Oak Crest Law Group

5 / 5

from reviews

    Terrie G
    -
    February 16, 2022

    I am a California notary and just helped an elderly man sign the trust pack that Oak Crest Law created for him. Having seen hundreds of trusts in my line of work, the pack that Oak Crest provided was far superior than most. Having a thorough and comprehensive suite of documents MATTERS since the basic purpose of a trust is to provide legal protection for our wishes and assets... Oak Crest did it all, and the communication of the staff was spot on, kind and timely. It was an honor to be part of helping this senior protect his family with a perfectly executed pack of the necessary paperwork. Highly recommend this firm.

    Richard Wollin
    -
    July 14, 2022

    Ed and his team have been wonderful to work with over the past few years. I have completed two trusts and highly recommend him to anyone else seeking to have an expert protect your finances. He has been more than helpful with questions and he is upfront with everything. Very clear and consistent communication. Thanks to everyone at Oak Crest Law Group!

    Hans Hagenmayer
    -
    October 05, 2022

    I was referred to Ed by a friend who is the chief compliance officer at a major trust company. My friend gave Ed a high recommendation and told me to be ready to be wowed. I consulted with Ed during what was probably the all-time busiest week in the estate planning world in California - the week before Proposition 19 took effect. Even though he was clearly super-busy, Ed took the time to speak with me and listen to me. I am an attorney myself. The situation that I presented Ed with was complex and outside of the capabilities of all but the most competent estate planning practitioners. Ed demonstrated that he understood the issues, offered a great solution for a complicated set of concerns, and was able to offer a timeline that would get the job done well before the looming deadline. By the time I spoke with Ed, I had already spoken with another competent practitioner who was able to help. The solutions that Ed offered, the timeline his team was able to deliver, and the level of care that Ed provided were superlative and ultimately literally blew the other option out of the water. The other practitioner had done 3 trusts of the type that we were considering in her career. Ed had done 200+. He intimately knew his way around the ins and outs and made an extremely complex area of law look effortless. IIn the end, the decision literally made itself. Speaking with Ed was a huge relief. Ed's team delivered six complicated irrevocable trusts and a living trust in 48 hours during an incredibly busy week in the industry. I have no hesitation in recommending Ed as a resource for those with complex estate planning needs.

    Jon Schwindt
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    November 08, 2022

    Had an excellent experience setting up a Living Trust with Linette. The process was smooth, templatized, and informative. I asked a lot of question and was treated with patience and helpful answers throughout. They did the core task, and also helped me on peripheral decisions. I would absolutely recommend Oak Crest and use them again.

    KKO Labs
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    September 09, 2021

    Ed Cainglit has done an excellent job of setting up our Living Trust. Ed has all the basis covered. His team is professional, responsive and put the client first. Now that my children have real estate holdings, we are setting up trust accounts for them as well. In this day in age one has to take the necessary steps to protect the things they worked so hard to acquire. Ed with his positive attittude has a way to make the legal landscape understandable. Without hesitation I would recommend Ed and his team.

    Oak Crest Law Group

    Our Address

    31355 Oak Crest Dr #125, Westlake Village, CA 91361, USA