Thousand Oaks Estate Planning

Theresa has such a comprehensive process to guide clients through all of the steps needed to create an effective estate plan. She explains everything and why you need each piece. She also goes the extra step to make sure your assets are held in the trust properly. I highly recommend her!

If you are need of an estate planner or simply have questions about this difficult but all-important decision, Theresa comes highly recommended. She is very patient and understanding and above all a consummate professional. Give her a call!

Theresa is caring, compassionate, and has all the answers to the questions that were vexing us. I feel very confident in our Estate Plan based on her vast knowledge and our overall experience. Highly Recommended!!!

Theresa's expertise and knowledge in the field of her specialization is awesome! Very comprehensive services and extraordinary knowledge and expertise. I have referred family to her...that speaks volumes!

Theresa Loss is amazing and very helpful. She really knows her stuff!!