Best Northern Trust Thousand Oaks Near Me

4worldlovers:
We help people have peace of mind knowing they are not leaving behind a mess for their loved ones when they're gone, but a legacy they can be proud of and the assurance that someone has their back if incapacity strikes.


Listen to Stephen give the Estate Planning basics on the Financially Tuned Radio Show


You will receive a questionnaire to fill out and bring to your no cost consultation. This questionnaire will ensure that the time spent during your consultation is most effective.


Stephen will ask questions and answer your questions to understand your needs and to go over the design of your estate plan.

Stephen will go over all of your documents with you at the signing and your documents will be notarized.

Stephen is a State Bar of California Certified Specialist in Estate Planning, Trust, and Probate Law. To earn the designation of a Certified Specialist, Stephen passed a second bar exam and was favorably recommended by his peers as an expert in his legal field. Only .6% of attorneys in California are Certified Specialists in Estate Planning, Trust, and Probate Law.

For nearly a decade, Stephen has prepared hundreds of estate plans and administered countless trusts. Through his experience, he has gained valuable insight into how to craft a top-notch estate plan that avoids the common pitfalls others make. Stephen doesn’t view estate planning as a transaction, but a relationship. Clients appreciate his clear explanations of the law, his guidance and the fact that he is always there for his clients even after their estate plan is signed.

​Stephen received his J.D. from the William S. Richardson School of Law at the University of Hawai`i where he graduated near the top of his class. He completed his undergraduate education in French Studies and Anthropology at Brigham Young University in Provo, Utah. Stephen is fluent in French. Stephen loves spending his free time with his wife and three kids and enjoys surfing, backpacking, and anything else that gets him outdoors. He is also very active in his community and church.

Stephen also has a YouTube channel where you can learn more about estate planning in California.

Estate Planning means setting up a will or trust to give what you have to whom you want, the way you want and when you want. It also means naming people you trust to take care of you and your loved ones if you become disabled.

Estate Planning is essential for everyone. So essential in fact that the government creates a plan for you if you don’t. Although well meaning, countless drawbacks exist with the government’s plan, such as court involvement, substantial legal fees, potential taxes, and leaving yourself and loved ones vulnerable to financial predators and creditors. The amount of time, stress, and money that you can save by setting up an Estate Plan is clear.

The most common hurdle to Estate Planning is procrastination. Most people know they need to do it, but don’t know where or how to start.

Main Office in Newbury Park and Satellite Office in Santa Maria

4worldlovers:
At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.


Our team of California Trust, Tax Planning, and Real Estate attorneys take a highly personal approach to our work. We devote time and effort to fully understanding your assets, your personal goals, and the concerns you have for passing assets on to your loved ones; then we design a customized plan just for you. In our extensive practice we also provide trust administration, probate representation, tax planning, real estate matters, asset protection strategies, and much more.

4worldlovers: Need assistance with an estate planning-related matter in California? Pederson Law Offices is located in Thousand Oaks, California, and is a boutique trust, estate, and business planning firm. We are committed to providing exceptional personal service, which means prompt responses to calls, clear explanations to your questions, and a desire to constantly exceed your expectations.


Our team strives to provide the highest quality of legal solutions by attending continuing education courses and by maintaining our membership with the highly acclaimed WealthCounsel, LLC organization. Not only do we offer incomparable service for new clients, but for existing clients, as well. An estate plan almost always needs amendments, so our firm constantly keeps in touch with clients to inform them of law changes, or to modify a plan if a client's personal circumstances have changed.

When you hire our firm, you will receive qualified legal services and have a team on your side you can trust implicitly. Give us a call today at (805) 372-1507.

We highly recommend them to both our clients and our friends.

They were attentive to my particular situation through every detail and I feel confident in the final product.

They are the ultimate professionals and attention to detail is a priority.

They are extremely professional , well organized and always willing to answer any questions.

They’re incredibly responsive, and the entire team is made up of good people who are enjoyable to work with.

We Highly Recommend Grant To all our Friends and Family. We Feel Blessed to have Found Him!

They also did an excellent job at taking into account our goals and wishes.

He listened to my needs, answered my questions and ultimately designed a product that suited my needs.

Overall, we have been very pleased with the services we received and would definitely recommend them to family and friends.

Very knowledgeable and helpful. Wish I could give more stars, but the system won't let me!

If you're looking for someone to help you with wills, trusts and/or estates, the Pederson Law Office is the place to go.

You and your staff are great. I would refer you anytime.

I cannot recommend this team enough....don't delay....just get it done with this team!!

Grant Pederson and wonderful staff recently fully amended and updated our Living Trust and has done an excellent job!

My wife and I really like the Pederson Law Office. We would recommend them to our family and friends.

Grant was extremely efficient and helpful preparing my personal and family trusts.

Grant has supported our family and made sure we were well protected.

We can’t say enough great things about this excellent law office.

You will never get the feeling it's "just a job" at this outstanding, longtime Conejo Valley resident law firm.

We have been using their services for nearly 15 years without complaint.

We at no time felt rushed or pressured. He returned our completed documents quickly.

Grant was very professional and knowledgeable with all of our questions, and over relatively short time, he had redone a Living Trust that we are very happy with.

He was very personable, professional and knowledgeable, and walked us through the whole process.

Grant Pederson goes above and beyond to make sure your needs are met!

The experience of creating a living trust was excellent with Grant.

We highly recommend Grant and his team for your family's trust needs.

I would not hesitate to recommend them to anyone needing the type of services they provide.

We are glad to have completed the initial planning for what we hope will be an enduring family legacy.

We are relieved to know that we have someone there to help us make the right choices for us and our family.

When I let Grant know that I had travel plans, he accelerated work on some documents I wanted to be changed so that they could be ready before I left.