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About James
Practice Areas
4
Practice Areas
Estate Planning
25%
28 years
Probate
25%
28 years
Trusts
25%
28 years
Wills and Living Wills
25%
28 years
Fees and Rates
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Chat withLicenses
Licensed in California for 27 years
State: California
Acquired: 1998
No misconduct found
Location
Stephens Law Group, P.C.
30200 Agoura Road, Suite 260, Agoura Hills, CA, 91301
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James Daniel Stephens's Reviews
Showing 1 - 2 of 2 client reviews from Avvo
Posted by Deb & Brian | June 12, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Peace of Mind!
Stephen's Law Group is a fabulous team! James Stephen's knowledge of "all the details", involved with our estate planning and trust, was well explained and gave us great direction!!! Its now easy to say... yes! When we have a medical procedure to have our documents up to date. We now have everything ...
Posted by Mark | March 29, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Estate and Trust Planning
I had James prepare my estate plan and review my parents at the same time. He was extremely thorough and patient with us through the process. I recommended James to two of my friends and they had a similar experience.
James Daniel Stephens's Lawyer Endorsements
"I endorse this lawyer. I know a lot of estate and trust attorneys in the area, many of them great. In my opinion, James is at the top. I can only hire one attorney to handle my estate; that's James. Detail-oriented, organized, thoughtful, overall excellent attorney."
Elizabeth Pierson
Estate planning lawyer
Experience
Honors
2019
Certified Specialist - Estate Planning, Probate, and Trust Law, State Bar of California
2019
Peer Review Rated, Martindale-Hubbell
Associations
2008 - Present
State Bar of CaliforniaCertified Specialist - Estate Planning, Probate, and Trust Law
Conejo Valley Estate Planning Council
Past President, Founder
Pepperdine Network of Estate Planning Professionals
Founding Member
Education
1997
Pepperdine University School of Law
JD - Juris Doctor
1994
Pepperdine University
BA - Bachelor of Arts
Publications
2011
California Tax Lawyer Magazine
Co-Author: Perfectly Imperfect Planning: Leaving IRAs to QTIP Trusts When the Spousal Rollover is Not an Option
Languages
English