Law Firm of Kavesh Minor & Otis

What Law Firm of Kavesh Minor & Otis does

The Law Firm of Kavesh Minor & Otis is a Torrance, California-based estate planning, trust administration, and probate law firm founded in 1987. It operates with a team of five attorneys and seven support staff (twelve total) and focuses exclusively on a single practice vertical, having designed 15,000+ Living Trust estate plans and administered 4,000+ trusts and estates over more than 35 years. The firm serves individual households and families in the South Bay region of Los Angeles County — including Torrance, Palos Verdes, Rolling Hills, San Pedro, Hermosa Beach, Redondo Beach, and Manhattan Beach — from a single Torrance headquarters.

The firm's core service offering is structured estate planning delivered through Living Trust-based plans, supported by ongoing trust administration and probate services. It has developed proprietary instruments — including the Personal Asset Trust, IRA Inheritance Trust, and Trustee Manuals — which it licenses to other estate-planning attorneys nationwide. The practitioner team includes three California State Bar Certified Specialists in Estate Planning, Trust and Probate Law (a credential held by less than 1% of California attorneys), led by principal Philip Kavesh, whose 40+ years of practice experience has been cited in The Wall Street Journal, Consumer Reports, and the Los Angeles Times.

The firm operates a sales-led go-to-market model: lead generation is driven by free educational seminars, free written reports, and complimentary consultations, supplemented by video content and a newsletter. Revenue is generated through professional services fees on estate-plan engagements, recurring trust administration, and probate work, with multi-decade client relationships (some exceeding 40 years) forming a stable base of repeat and referral business within the South Bay market.

Name

Law Firm of Kavesh Minor & Otis

Legal name

The Law Firm of Kavesh Minor & Otis, Inc

Website

https://kaveshlaw.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Offices of Lawyers (54111)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Estate & Probate Administration Services (FSAEAKAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Personal Trust & Fiduciary Administration (FSAEAKAA)

Keywords

• Estate planning services
• Trust administration
• Probate law
• Living trust planning
• Wealth transfer planning

Headquarters

HQ city

Torrance

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Estate Planning Legal Services: Fees for designing and building Living Trust estate plans and related estate planning legal services.
2. Trust Administration Legal Services: Ongoing legal fees for administering trusts and estates after clients have passed away, including fiduciary guidance and asset distribution.
3. Probate Legal Services: Legal representation for probate court proceedings for estates requiring court supervision.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

The Law Firm of Kavesh Minor & Otis provides specialized legal services in estate planning, trust administration, and probate law to affluent families and individuals in the South Bay area of Los Angeles County. Core deliverables include Living Trust estate plans, wills, trust administration and fiduciary guidance, and court-supervised probate representation. The firm also offers estate tax return preparation (Federal Form 706 and California state returns) and proprietary trust structures such as the Personal Asset Trust and IRA Inheritance Trust.

Product overview

The Law Firm of Kavesh Minor & Otis is a single-location law firm offering a unified suite of legal services centered on estate planning, trust administration, and probate. The core offerings include Estate Planning Services (featuring Living Trusts and wills), Trust Administration, and Probate Administration. The firm provides supplementary services including free educational reports and seminars, estate tax return preparation, and proprietary trust products such as the Personal Asset TrustSM and IRA Inheritance Trust. The firm has served the South Bay area for over 35 years and has designed over 15,000 Living Trust estate plans.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Services Comprehensive estate planning services for affluent South Bay families and individuals, including the design and build of Living Trust estate plans, wills, and advanced planning strategies for substantial estates. The firm has designed and built over 15,000 Living Trust estate plans, more than just about any other law firm in Southern California.
• Trust Administration Professional administration services for trusts following the death of the trust maker, including successor trustee guidance, asset inventory and valuation, trust accounting, and beneficiary communications. The firm has handled over 4,000 trusts and estates after people have passed away.
• Probate Administration Court-supervised probate process services including petition filing, executor appointment, asset identification, creditor management, and distribution to heirs for estates requiring court supervision.
• Estate Tax Return Preparation Federal Form 706 preparation and California state estate tax return services for high-value estates, including tax minimization strategies and portability elections for married couples.

Quantifiable outcome

• Over 15,000 Living Trust estate plans designed and built
• +3 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Wealth.com: Digital estate planning platform built for financial advisors and wealth management firms — overlaps the firm's trust and estate planning solution space via a different (B2B2C) distribution model.
• Trust & Will: Online DIY estate planning platform offering Living Trusts, wills, and probate services at lower price points — competes for the same end-client use case (estate planning) through a tech-enabled, lower-cost delivery model.

Broad incumbents

• Rocket Lawyer: Subscription-based online legal services platform offering estate planning documents, attorney consultations, and broad legal coverage — competes with KM&O for the lower-end estate planning market with a digital-first model.
• LegalZoom: Large online legal services platform offering wills, Living Trusts, and business formation — competes with KM&O at the entry-level estate planning price point and has vastly broader geographic reach.

Direct peers

• Law Office of Daniel A. Higson: California estate planning attorney focused on trusts, wills, and probate — comparable single-office Southern California boutique serving similar affluent clientele.
• Herbert Law Office: California-based estate planning law firm serving affluent families with trusts, wills, and probate services — directly comparable boutique legal offering to KM&O in scale and practice focus.
• McGuire Law Firm: Southern California estate planning and elder law firm providing Living Trusts, probate, and trust administration — closely overlaps KM&O's product mix and target client (affluent Southern California families).
• Gismondi & Associates: California estate planning boutique focused on Living Trusts, probate, and trust administration for high-net-worth families — directly comparable in service line, customer segment, and boutique scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/kaveshlaw

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Law Firm of Kavesh Minor & Otis