Estate Planning And Probate Guidance You Can Trust

Simi Valley Estate Planning & Probate Lawyers

What Is an Estate Plan?

An estate plan is a compilation of documents that offer directions for managing your affairs and assets if you become incapacitated or pass away. These documents include a will, trusts, and powers of attorney, among others. While estate planning may be uncomfortable, it can also provide peace of mind by ensuring that your loved ones will be cared for and assets will be protected. Not to mention, the right strategy can allow your estate to avoid probate, saving your beneficiaries time and money. 

Partner with Dallara Law for comprehensive assistance with estate planning. We are a firm that takes pride in serving clients just as a friendly neighbor would. We are approachable, honest, and dedicated to doing what is right for those who turn to us. Do you need guidance during probate? We can help with this, too. Our team has a wealth of experience guiding clients through probate and working to make the process as streamlined as possible. We are especially capable of handling cases involving high-net-worth estates with complex assets, business interests, and more. 

To learn more about our offerings and how we can assist you, schedule a free consultation. Call (805) 456-1066 or reach out online to speak with a Simi Valley estate planning and probate lawyer.

Where Ethics Meet Excellence

See What Sets Dallara Law Apart
  • Client-Focused Care

    Each client receives personalized care and tailored legal strategies, ensuring your unique circumstances and goals are fully understood and addressed.

  • Experience With Integrity

    Dallara Law is built on a foundation of professionalism and ethical practice, ensuring clients receive honest, transparent advice without the typical lawyer stereotypes.

  • Collaborative Solutions

    We intentionally foster teamwork among our legal professionals, drawing on diverse expertise to provide comprehensive solutions for clients.

  • Prioritizing Peaceful Resolutions

    Committed to minimizing conflict and celebrating solutions, we emphasize mediation to save you time, stress, and costs associated with trials.

Essential Estate Planning Tools

When you work with us, we can help you utilize advantageous estate planning tools to achieve your goals, from protecting assets to ensuring children with special needs receive the care they deserve. Below, we list and describe some of the most essential estate planning tools:

Wills

A will is a legal document with instructions for distributing your assets after you pass away. Additionally, you can name legal guardians for children and pets in a will. 

Trusts

Trusts allow you to protect assets and efficiently distribute them to beneficiaries. Numerous types of trusts exist and can help you achieve all kinds of estate planning goals, whether they are avoiding probate, minimizing taxes, or maintaining government benefits for children with special needs. 

Powers of Attorney 

Powers of attorney give someone else the authority to make decisions on your behalf if you become incapacitated or unable to do so yourself. This person is known as an agent or attorney-in-fact. The scope of their decision-making power can be broad or limited. Commonly, powers of attorney concern financial matters, healthcare, and personal property. 

Beneficiary Designations

Beneficiary designations allow you to name who should receive assets from certain accounts, such as life insurance policies or retirement plans. These designations are prioritized over instructions in your will, making it essential to keep them updated. 

Continue Reading Read Less

For Guidance During Estate Planning & Probate, Turn to Dallara Law

Are you unsure where to start with estate planning? Have you begun probate for a loved one’s estate and have questions or concerns about the process and how to protect your rights as a beneficiary or personal representative? In these cases and any others, Dallara Law can help. We take pride in empowering clients with knowledge and collaborating to achieve goals and overcome challenges. Our Simi Valley estate planning and probate lawyers have served thousands and welcome the opportunity to serve you, too. 

Request a free consultation by calling (805) 456-1066 or connecting with us online. We assist clients throughout Ventura County, including Simi Valley and the Conejo Valley. 

Your Partner in the Legal Process

Guidance You Can Trust

Have questions? Ready to get started? Fill out the form below to schedule your initial consultation.

  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.
  • By submitting, you agree to be contacted about your request & other information using automated technology. Message frequency varies. Msg & data rates may apply. Text STOP to cancel. Acceptable Use Policy
A Law Firm That Cares Celebrating Your Successes

Read some of our recent five-star client reviews below.

  • “Complete Satisfaction”
    “Ken did a trademark registration as well as a patent research for my company, both to complete satisfaction. He was knowledgeable in the area and pleasant to work with.”
    - Brigitte R.
  • “Integrity, Smarts, and Ingenuity”
    “If you're looking for someone you can trust implicitly, who has integrity and lots of expertise, Ken Dallara is the lawyer for you, too.”
    - Lisa
  • “There is No One Better”
    “Ken is an amazing attorney who cares about his clients! He went above and beyond for my son and I.”
    - Aliza K.
  • “Terrific Service, Terrific Team!”
    “It made what could have been a mundane, yet important experience, more fun and interesting for all of us. Definitely plan to use this law firm again as needs arise.”
    - Pauline H.