Estate Planning & Business Law · Thousand Oaks, CA

Estate Planning Attorney in Thousand Oaks.

Living trusts, wills and business law for Thousand Oaks families and business owners, from a local attorney who has served the Conejo Valley since 1997. Protect what you have built.

Clear guidance without the jargon, so you always know where you stand.

5.0 · 22 Google reviews
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Helping you with Estate Planning Living Trusts Trust Administration Business Law Incorporation
Serving Thousand Oaks

A local estate planning and business attorney for Thousand Oaks.

Thousand Oaks families have spent decades building something worth protecting: a home in the Conejo Valley, a business along the 101 corridor, and a legacy they want to pass on intact. The Flaig Law Firm has served Thousand Oaks since 1997, with estate planning and business counsel built around how people here actually live and work.

Because most Thousand Oaks estates are settled through Ventura County Superior Court, a well-drafted living trust matters: it keeps your estate out of a court process that can be slow, public, and costly. We help you decide what you truly need, whether that is a trust, a will, powers of attorney, or a succession plan for your business.

You work directly with Donald W. Flaig, a local attorney who knows the Conejo Valley, not a call center. The first conversation is free, and there is never any pressure.

Many Thousand Oaks clients come to us with a home that has appreciated for decades and a business along the 101 corridor. We make sure both are protected together, so a setback in one never reaches the other.

Thousand Oaks consistently ranks among the safest cities of its size in the country, and many families plan to stay for generations. That long horizon is exactly why a living trust, kept funded and current, is worth getting right: it carries your wishes forward without ever sending your family to court.

Planning in Thousand Oaks

What is different about planning in Thousand Oaks.

Where the court is

Thousand Oaks is in Ventura County, so an estate settled by will goes through Ventura County Superior Court at the Hall of Justice in Ventura, a drive up the 101 for every hearing. A funded trust means your family never makes that drive.

Equity compensation

Thousand Oaks is home to major employers whose people often hold stock, options or restricted units. Those assets pass by their own beneficiary rules, not by your will, so we make sure they line up with the rest of your plan.

Homes held for decades

Since Proposition 19 took effect in 2021, passing a home to your children no longer keeps its old property tax base unless a child moves in. For a Conejo Valley home owned for thirty years, that is worth planning around. How Prop 19 changed it.

Questions from Thousand Oaks

Estate planning questions Thousand Oaks families ask first.

Where is your office, and do I have to come to Westlake Village?

The Flaig Law Firm is at 5707 Corsa Avenue, Suite 104, in Westlake Village, a short drive down the 101 from most of Thousand Oaks. Many Thousand Oaks clients do most of the work by phone, video and email and come in once to sign. Donald W. Flaig can also arrange signing to suit you.

What happens to a Thousand Oaks estate if there is no living trust?

Thousand Oaks is in Ventura County, so an estate that passes by will alone is settled through Ventura County Superior Court at the Hall of Justice in Ventura. The court file is public, the process takes months, and California sets statutory fees on the gross value of the estate before any mortgage is subtracted. A properly funded living trust keeps a Thousand Oaks estate out of that process entirely.

Does a living trust protect the property tax basis on my Thousand Oaks home?

Not by itself. Since Proposition 19 took effect in February 2021, a child who inherits a parent’s home keeps the parents’ property tax base only if the child moves in and makes it their own home, and only within a value limit. A trust does not change that rule, but it lets your plan deal with the tax question deliberately, before the Ventura County Assessor reassesses the home, rather than leaving your family to discover it afterward.

I already have a living trust. Do I need to do anything?

If you have an existing living trust but have not had it reviewed over the past 5 years, now is a great time to get a new set of eyes on it. Laws on property tax, retirement accounts and trustee powers have all changed, and a trust that was never funded with the home and accounts it was meant to hold does not work when your family needs it. A review is quick.

What does the first consultation cost?

The first consultation with The Flaig Law Firm is free and confidential. You speak directly with Donald W. Flaig, the attorney who will draft your plan, not with an intake assistant. Call (818) 338-7620 or book online.

5.0 from 22 Google reviews

What our clients say.

★★★★★

“Donnie made us getting a Trust so simple. He is extremely sharp and detail oriented. He walked my husband and I through each page of our Trust and gave us specific instructions on what we needed to do on our end. Worth every single penny!”

Casey A.Google review
★★★★★

“I recommend Flaig Law Firm for setting up your estate plan and trust needs. They are professional, friendly, efficient and completed my plan as promised! They also follow up to make sure you complete the tasks to make your plan effective.”

Charles P.Google review
★★★★★

“My time with Mr. Flaig was everything a person wants in a lawyer: professionalism, intelligence, immediate answers to questions and emails and compassion. I was beyond impressed. If you are considering a trust, I highly recommend Mr. Flaig.”

Ellen W.Google review

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How We Help

What we handle for Thousand Oaks families and owners.

Also serving nearby:

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Guides for families planning ahead.

The three questions most families ask first. More in the Learning Center.

Recognized & Trusted

Trusted across the Conejo Valley.

5.0From 22 Google reviews
Avvo 10.0“Superb” rating
Super LawyersTop 5% in California
25+ yrsPracticing since 1997
Free Consultation

Let’s protect what you’ve built.

It starts with one conversation, completely confidential, and you speak directly with the attorney.

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Prefer to call? (818) 338-7620, Monday to Friday.