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Why choose this provider?
Serving Mission Viejo, Ravi Patel handles estate matters where trusts and wills cross over. Clients may bring in both documents, unsure which controls which property or whether either document was properly completed. He reviews the full set, including funding documents, beneficiary designations, and property titles, to confirm what governs each asset. In some cases, Patel finds that the trust was never used or that the will doesn't match the rest of the plan. He then helps organize, revise, or litigate, depending on what process is needed. These evaluations are a key part of keeping administration consistent with the person's actual intent. For all these areas of expertise, Patel has earned prestige in the California community.
- Estate Planning
- Trust Administration
- Heggstad Petitions