Purposeful Estate Planning for the Multi-Millionaire Next Door®
GUIDING CLIENTS THROUGH THEIR LIVES & CHANGES IN THEIR PLAN
Kaiser Law Group
Since its inception in 2007, Kaiser Law Group has been helping families, individuals, and small business owners direct the future of their legacies through estate planning and continual advice. We focus on building mutual relationships with our clients and their advisors rather than merely producing documents or conducting legal transactions. Kaiser Law Group takes a hands-on partnership approach with our clients and their advisors to facilitate addressing client concerns and achieving our client’s goals through our ongoing Legacy Program.
We are honored to guide our Legacy Program clients through their lives and changes in their plan, today and into the future. Kaiser Law Group is exceptional at handling the inevitable emotional factors that arise from the legal processes of estate planning. The entire team is respectful of sensitive issues, technical or sentimental, that may surface. In fact, clients’ trusted advisors often refer to Kaiser Law Group for this expertise.
Office staff and attorney were very helpful and were able to answer all of our questions. We were very pleased with the outcome, an Estate and Legacy Planning Portfolio and simple clear instructions for our trustee to follow.
What an uneventful, easy process, of planning my estate with Curtis Kaiser and his Team. Curtis and Shane provided a well-thought-out plan and executed it promptly with no issues. I highly recommend this qualified firm to handle your estate planning needs!
Professional with personal touches. Clear and easy. We will recommend to our friends.
Excellent service. Knowledgeable and personable – a pleasure to work with.
Clear, concise, kind, patient
I was surprised at how smoothly everything went. Curtis was very helpful with two separate trusts. He explained everything in simple language and helped us make the best choices for our situation. Jennifer and Lorie were both very professional and helpful with the entire process.
Everyone was pleasant, professional, courteous and efficient. Estate Planning can be a sensitive experience and can be somewhat emotional. We were concerned as to how our wishes would protect our children and grandchildren could be handled in an equitable and loving manner. Curtis and his entire staff provided us with reassurance and confidence throughout the planning and follow up phases of our experience.
Kaiser Law Group
Since its inception in 2007, Kaiser Law Group has been helping individuals and small business owners direct the future of their legacies through estate planning and continual advice. The firm focuses on building mutual relationships with clients and their advisors rather than merely producing documents or conducting legal transactions.
Kaiser Law Group is exceptional at handling the inevitable emotional factors that arise from the legal processes of estate planning. The entire team is respectful of sensitive issues, technical or sentimental, that may surface once engaged in legacy planning. In fact, clients’ trusted advisors often refer to Kaiser Law Group for this expertise.
CONTACT US
Need Help With Your Estate Planning Needs?
Contact Us Today
Curtis Kaiser JD, MBA
Founding Attorney
Curtis Kaiser, JD, MBA, is one of a small number of Board Certified estate planning specialists in the Greater Long Beach area. He adeptly guides families, individuals, and small business owners on creating estate plans that minimize taxes, costs, and complications while maximizing simplicity, ease of implementation, and family harmony. Curtis purposely focuses on building relationships with clients and their trusted advisors rather than merely producing documents or conducting legal transactions.
CONTACT US
Need Help With Your Estate Planning Needs?
Contact Us Today
Curtis Kaiser JD, MBA
Founding Attorney
Curtis Kaiser, JD, MBA, is one of a small number of Board Certified estate planning specialists in the Greater Long Beach area. He adeptly guides families, individuals, and small business owners on creating estate plans that minimize taxes, costs, and complications while maximizing simplicity, ease of implementation, and family harmony. Curtis purposely focuses on building relationships with clients and their trusted advisors rather than merely producing documents or conducting legal transactions.
