Rosen Trust Law

Nearby Lawyers California Ventura County Thousand Oaks East Thousand Oaks Boulevard

(32 reviews)

Contact Info

Location 3075 E Thousand Oaks Blvd #103, Thousand Oaks, CA 91362, USA
Phone +1 805-601-6777
Website https://rosentrustlaw.com/

Reviews

I was extremely happy with my experience at Rosen Trust Law Firm. Jeffrey Rosen, in particular, was wonderful to work with—knowledgeable, compassionate, and incredibly helpful. I came to him after the loss of my husband, during a very difficult time, and he guided me through the legal steps I needed to take with clarity and care. Jeffrey helped me create a thoughtful and comprehensive special needs trust for my family, addressing important considerations I hadn’t even thought of. Thanks to his expertise, I now have peace of mind knowing that my loved ones are protected and my wishes will be honored. I feel truly prepared for whatever comes next, and I’m deeply grateful for his support and professionalism.
I was extremely happy with my experience at Rosen Trust Law Firm. Jeffrey Rosen, in particular, was wonderful to work with—knowledgeable, compassionate, and incredibly helpful. I came to him after the loss of my husband, during a very difficult time, and he guided me through the legal steps I needed to take with clarity and care. Jeffrey helped me create a thoughtful and comprehensive special needs trust for my family, addressing important considerations I hadn’t even thought of. Thanks to his expertise, I now have peace of mind knowing that my loved ones are protected and my wishes will be honored. I feel truly prepared for whatever comes next, and I’m deeply grateful for his support and professionalism.
I want to take a moment to share how impressed I was with the professionalism and expertise of Jeff Rosen while working on my estate plan. From our first meeting, Jeff made the entire process clear, thorough, and approachable. He took the time to understand my goals, explain all available options, and ensure that every detail was handled with care and precision. Estate planning can feel overwhelming, but Jeff’s knowledge and calm demeanor put me completely at ease. His attention to detail and ability to communicate complex legal matters in a way that made sense truly set him apart. I’m incredibly grateful for his guidance and highly recommend him to anyone looking for a trustworthy and skilled estate attorney.
I want to take a moment to share how impressed I was with the professionalism and expertise of Jeff Rosen while working on my estate plan. From our first meeting, Jeff made the entire process clear, thorough, and approachable. He took the time to understand my goals, explain all available options, and ensure that every detail was handled with care and precision. Estate planning can feel overwhelming, but Jeff’s knowledge and calm demeanor put me completely at ease. His attention to detail and ability to communicate complex legal matters in a way that made sense truly set him apart. I’m incredibly grateful for his guidance and highly recommend him to anyone looking for a trustworthy and skilled estate attorney.
First, we recommended my mother in-law who was completely satisfied. Then our family had Jeff take care of our own living trust. Besides being completely qualified, Jeff was very thoughtful and committed to our needs. Our family has used his services twice and could not be happier. We highly recommend this law firm.
First, we recommended my mother in-law who was completely satisfied. Then our family had Jeff take care of our own living trust. Besides being completely qualified, Jeff was very thoughtful and committed to our needs. Our family has used his services twice and could not be happier. We highly recommend this law firm.
It’s very important to me to be able to trust the firm that is going to handle my affairs of life. I went to Jeffrey Rosen Trust Law to update my living trust. Since it was from decades ago, it needed a complete redo! From my very first meeting I knew I was in the right hands. During my meetings so much more came out that I hadn’t thought about for planning. Jeffrey handled everything from A-Z and I felt at peace. After all was completed, I received a folder with everything organized for me. I also get regular communication updating me and reminding me that they are there should any concerns arise! Great customer service! I highly recommend this firm with confidence. Thank you 🙏🏻
It’s very important to me to be able to trust the firm that is going to handle my affairs of life. I went to Jeffrey Rosen Trust Law to update my living trust. Since it was from decades ago, it needed a complete redo! From my very first meeting I knew I was in the right hands. During my meetings so much more came out that I hadn’t thought about for planning. Jeffrey handled everything from A-Z and I felt at peace. After all was completed, I received a folder with everything organized for me. I also get regular communication updating me and reminding me that they are there should any concerns arise! Great customer service! I highly recommend this firm with confidence. Thank you 🙏🏻
Jeff was fantastic. He dug in, really made an effort to understand the entire picture and all of our goals before suggesting the best way to model out our estate plan. We feel very comfortable with everything the Jeff has put together for us - and the best news is he's a great guy, really cares and is more about his clients than himself. I would highly recommend Jeff to anyone.
Jeff was fantastic. He dug in, really made an effort to understand the entire picture and all of our goals before suggesting the best way to model out our estate plan. We feel very comfortable with everything the Jeff has put together for us - and the best news is he's a great guy, really cares and is more about his clients than himself. I would highly recommend Jeff to anyone.

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About Rosen Trust Law

Welcome to the Nearby Lawyers platform, your local resource for finding trusted legal professionals in your community. We are pleased to introduce Rosen Trust Law, a reputable law firm located at 3075 E Thousand Oaks Blvd #103, Thousand Oaks, CA 91362, USA. Led by the experienced attorney Jeffrey Rosen, Rosen Trust Law specializes in providing comprehensive estate planning services to individuals and families in the Thousand Oaks area and surrounding communities.

Navigating legal matters, especially those concerning your family's future and assets, can be a sensitive and complex process. Rosen Trust Law understands this and is committed to offering clients not only expert legal counsel but also a supportive and understanding environment. The firm operates out of a professional office space in Thousand Oaks, designed to provide a comfortable and confidential setting for client consultations and meetings. While specific details about the office decor or amenities are not explicitly available online, the focus remains on creating a space where clients feel at ease discussing their personal and financial matters.

The core service offered by Rosen Trust Law revolves around estate planning. This encompasses a range of crucial legal tools and strategies designed to protect your assets, provide for your loved ones, and ensure your wishes are honored. Among the key services provided by Jeffrey Rosen and his team are the creation and management of various types of trusts. Trusts are powerful legal instruments that allow for the efficient transfer of assets, can help minimize estate taxes, and provide for beneficiaries according to your specific instructions. Rosen Trust Law assists clients in determining the most suitable type of trust for their individual needs, whether it's a revocable living trust, an irrevocable trust, or other specialized trust arrangements.

A significant area of expertise highlighted by client testimonials is the creation of special needs trusts. These trusts are specifically designed to provide financial support for individuals with disabilities without jeopardizing their eligibility for crucial government benefits such as Medicaid and Supplemental Security Income (SSI). Jeffrey Rosen's compassionate and knowledgeable approach in this area is particularly noteworthy. Clients have expressed gratitude for his ability to explain complex legal concepts clearly and for his thoroughness in addressing important considerations that might otherwise be overlooked. This demonstrates a commitment to not just drafting legal documents, but to truly understanding the unique circumstances of each client and tailoring solutions accordingly.

Beyond trust creation, Rosen Trust Law also provides guidance and representation in other critical aspects of estate planning. This includes the drafting of wills, which outline how your assets will be distributed upon your passing if you do not have a trust or in conjunction with a trust. They can also assist with the creation of essential advance healthcare directives, such as living wills and healthcare powers of attorney, which allow you to appoint someone to make medical decisions on your behalf if you become unable to do so. Similarly, they can help with financial powers of attorney, granting someone the authority to manage your financial affairs if needed.

For those who have recently experienced the loss of a loved one, Rosen Trust Law offers probate and estate administration services. Probate is the legal process of validating a will and distributing the deceased's assets. Estate administration involves managing and distributing the assets of someone who has passed away without a will. Jeffrey Rosen can guide executors and administrators through the often complex legal and administrative requirements of these processes, providing support and ensuring compliance with California law.

Based on the available information, a key feature of Rosen Trust Law is the personalized and compassionate approach of Jeffrey Rosen. Client reviews consistently praise his knowledge, his ability to explain intricate legal matters in an understandable way, and his genuine care for his clients' well-being. This personal touch is invaluable, especially when dealing with sensitive life events such as the loss of a spouse or planning for the future of a child with special needs. The positive testimonials suggest that clients feel heard, supported, and confident in the legal strategies developed for them.

While specific promotional offers are not mentioned in the provided information, the positive client experiences serve as a strong testament to the value and quality of the services offered by Rosen Trust Law. For local users seeking a trusted estate planning attorney, the firm's location in Thousand Oaks provides convenient access to expert legal counsel. The phone number, (805) 601-6777 or +1 805-601-6777, offers a direct way to contact the firm for inquiries or to schedule a consultation. This accessibility underscores their commitment to serving the local community.

In summary, Rosen Trust Law, under the guidance of Jeffrey Rosen, appears to be a highly reputable and client-focused law firm specializing in estate planning in Thousand Oaks, California. Their services encompass a wide range of needs, including trust creation (with a notable expertise in special needs trusts), wills, advance healthcare directives, financial powers of attorney, and probate and estate administration. The firm's environment is likely professional and confidential, fostering a comfortable space for clients to address sensitive legal matters. The standout feature, as highlighted by client testimonials, is Jeffrey Rosen's knowledgeable, compassionate, and helpful approach. While no specific promotional information is available, the positive experiences shared by past clients serve as a strong endorsement for those seeking reliable and personalized estate planning services in the Thousand Oaks area. We encourage local users to consider Rosen Trust Law for their estate planning needs, knowing they will be working with an experienced and caring legal professional.