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Family Security Law Group, APC

Estate planning attorney in Thousand Oaks, CA
Reviews: 17 | Overal Rating: Excellect
Excellect
17
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Wednesday 8AM–5:30PM
Thursday 8AM–5:30PM
Friday 8AM–5:30PM
Saturday Closed
Sunday Closed
Monday 8AM–5:30PM
Tuesday 8AM–5:30PM

Reviews

Review Left On 02/26/2020
Alan Walker

Marisha did a superb job updating my will and associated documents. Picked up on a number of things that had been missed by my previous Attorney. She is also very friendly to work with and careful to ensure I fully understood everything. Highly recommended.

Alan W.
Review Left On 02/26/2020
Michael Vitale

First rate group of attorneys and very compassionate and professional. I have used them to help with all of my legal needs and am 110% satisfied with there knowledge and professionalism.
Review Left On 02/26/2020
Dawn Stratton

My husband and I knew that we had to stop procrastinating on putting together our estate plan after our daughter was born. Marisha did a great job of explaining our options and helping us ensure that our daughter was protected. If I didn’t have a newborn I would have slept a lot better after we got our estate plan in order. Don't delay. It's too important.
Review Left On 12/26/2019
audrey leake

My husband and I just completed updating our legal paperwork and Marisha made it simple in guiding us. I recommend Family Security Law Group and feel confident you will feel the same as we do.
Review Left On 12/26/2019
Rich Branch

Marisha did a very thorough job in helping to prepare a trust and some other documents for me. She asked questions and listened to my responses and then made recommendations. She didn't rush and had a helpful and positive attitude. I would highly recommend her!
Review Left On 12/26/2019
Jacqueline Jones

We worked with Marisha Charbonnet to do our Estate Planning, Marisha was very pleasant and understanding, her attention to details made the process very easy for us, she explained step by step what we needed to do and why. She helped us find the peace of mind we were looking for. We will definitely recommend her services to friends and family.
Review Left On 10/26/2019
Ruth Anderson

Marsha was wonderful to work with. She took time to explain every little detail and made me feel so comfortable. I recommend Marsha to help you!
Review Left On 10/26/2019
Amanda Engquist

We recently worked with Marisha Charbonnet at Family Security Law Group to revise and update our trust. Marisha knowledgeably guided us through this complicated process and helped to make it as clear as possible. She was very thorough and patient in answering our multitude of questions. Marisha explained every aspect of our trust so that we were able to make the best decisions for our family. We are so grateful that we found her to help us complete this arduous task. We highly recommend Marisha for any estate planning needs.
Review Left On 08/26/2019
M J

We were in need of updating our family trust. We were given a couple of referrals and we went with Marisha Charbonnet just from the phone interaction. She found a few major errors in our existing trust, she was able to correct for us and we updated it as well. I highly recommend Marisha, it is much better to use a reputable attorney instead of a cookie cutter business. Very satisfied with our business transaction, as she was very personable as well as professional.
Review Left On 06/26/2019
Stephanie Lewis

I have been putting off my estate planning for far too long. It was just one of those tasks that I thought would be long and arduous. I contacted Marissa upon the advice of my financial planner. I was pleasantly surprised how effortless and seamless the process was. Marissa and her staff were extremely knowledgeable, professional and most importantly ethical. I am glad that I did I took a family members advice to seek out an established and reputable firm. Now that my estate planning is complete, I can move on to other projects. I would highly recommend Family Security Law Group.
Review Left On 06/26/2019
oakleyscott

I have been a party to a number of estate planning original writing and then revision. Trying to coordinate disparate previous plans, with advice from financial pros, stooping to using legalzoom (do not), i made a number of calls in the thousand oaks area. it is amazing the number of business models one finds, and none came close to even thinking of an appointment.
Then I called these guys. I got Raquel on the phone, explained my continued frustrations with the attorneys I spoke with, and our warm and upbeat conversation won me over immediately.
Then I met with Robert. I rarely have synergy in these professional processes, but Bob explained the options as he heard my desires.
His explanations were crystal clear, allowing to understand the necessities without confusion.
Let me point out: He heard. He listened. We did it our way.
We did it efficiently and effectively.
What I ended up with is an estate plan with everything i wanted to protect my wife and my legacy,
This is a huge statement: I now rest easy knowing all is in order.
Thank you Bob, Becky and Raquel
Review Left On 04/26/2019
kee kee del arichee

Just went in for a free consultation.
Though they could not help me with my case, they were so kind and professional, I would definitely call them first if anything else ever came up.
Review Left On 03/26/2019
Keith Jepsen

Recently, I took my elderly mother to Family Security Law Group, to update an out of date Trust. Marisha, the attourney that helped us, was amazing. She found mistakes in our previous Trust that would have been devastating if my Mother had passed, before making the necessary changes. Marisha explained everything, in detail, in a way we could easily understand. She is extremely kind with a very sharp mind. I was so impressed, I decided to make an appointment for my wife and I to come in and update our Trust, as well. Thankfully we did, there were numerous items in our Trust that needed to be changed and she found mistakes that should not have happened. (We refinanced years ago, the house was not placed in our Trust, like it should have been!) We assumed it was in the Trust. Never assume!
The cost of a Trust is expensive, I found the price here to be good, better than most. Not having a Trust is unacceptable to me, if you love your family, it is a must have. If you dont have a Trust, you can expect your kids to deal with probate for about 13-months, and lose a chunck of the assets you wanted them to have. I watched this scenario happen to my Uncle, my dad had to deal with the whole thing. It was not pretty. Purchase a Trust!
We highly recommend Marisha and Family Security Law Group!
Keith, Theresa, and Rhoda (Mom)
Review Left On 02/26/2018
Chris Severn

I've worked with Bob and Raquel at Family Security for the past few months on various matters. When it comes to wills and trusts, this team is 100% on top of it. Not only that, but they're fun and friendly to work with. Highly recommend to anyone in the Conejo Valley.
Review Left On 02/26/2018
katherine wotkyns

This works very well, as does the staff!
Review Left On 02/26/2018
amersong entertainment

Great experience!!!
Review Left On 02/26/2016
KNS ONE

Robert and his staff handled some estate planning for my family. As a local attorney, I was very impressed with the professionalism of this law firm.

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