Expertise.com Rating
Why choose this provider?
Ravi Patel excels in preparing estate plans for Lake Forest residents who have never worked with a lawyer before. These clients may not have large estates, but they want clear instructions in place. His work includes trusts, wills, and powers of attorney that follow California law and avoid common errors. He explains what the documents cover — and what they do not — so clients have a realistic picture of what to expect. Plans include provisions for naming fiduciaries, designating alternates, and outlining care or asset preferences. For those managing assets alone or without nearby family, Patel uses these documents to help establish a clear record for future use.
- Estate Planning
- Trust Administration
- Heggstad Petitions