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Why choose this provider?
Estate planning is a significant part of Ravi Patel’s work in Simi Valley and across California. He prepares custom documents that include living trusts, wills, and durable powers of attorney. His clients typically want to avoid probate and have a smooth transition of assets. Each plan is drafted from scratch and reviewed closely. Some clients arrive with partial plans created years ago, while others are starting from nothing. In both cases, Patel walks through the assets, confirms titles and beneficiary designations, and checks if legal documents match clients' goals. He does not outsource any part of the planning process, from intake to final signature meeting.
- Estate Planning
- Trust Administration
- Heggstad Petitions