Terri Hilliard, PC ico

Terri Hilliard, PC

Lawyers Near MeCaliforniaVentura CountyWestlake VillageHampshire Road

600 Hampshire Rd #211, Westlake Village, CA 91361, USA

4.0

Communication was poor, process was lacking and the overall experience was subpar and extremely unprofessional. I made payment for services for an updated Will in March 2024 (paid thousand's of $$$). I proceeded to follow up with the company regarding my documents in May, June and twice in July. Had I not reached out, the process would still be ongoing. Documents were finally ready last month, Aug 2024, but it took almost five months (was initially advised would take two months). I cannot and will not recommend Teri Hillard's company or their legal services going forward. Furthermore, my documents came in a folder/binder that was broken. I had to tape over the clips to prevent my papers from continually falling out. Photo attached.

Mona W
  • Overview
  • (805) 201-2552
  • terrihilliard.com

Hours

Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed

Terri Hilliard, PC Introduce

Planning for the future, especially when it involves your assets, your legacy, and the well-being of your loved ones, is one of the most significant decisions you'll make. In California, the legal landscape surrounding estate planning can be intricate, requiring clear guidance and meticulous attention to detail. For residents across the Golden State, particularly in Ventura and Los Angeles Counties, finding a legal partner who can expertly navigate these crucial decisions is essential. This is where Terri Hilliard, PC offers dedicated services to help individuals and families secure their future.

Terri Hilliard, PC, is a legal practice focused on providing comprehensive estate law services. The firm aims to simplify the often-complex process of creating wills, trusts, and other vital estate planning documents. They understand that each family's situation is unique, and their goal is to provide a process that is designed to be customer-oriented and thorough. For Californians looking for a firm to assist with various aspects of their trust and will preparation, Terri Hilliard, PC, strives to deliver personalized attention and a methodical approach to ensure your wishes are clearly documented and your family's financial future is protected.

Location and Accessibility

Terri Hilliard, PC is conveniently located at 600 Hampshire Rd #211, Westlake Village, CA 91361, USA. This strategic location provides excellent accessibility for clients residing throughout Southern California. Westlake Village is uniquely positioned at the intersection of Ventura County and Los Angeles County, making it an ideal central meeting point for individuals and families from a wide array of surrounding communities. Whether you're traveling from Thousand Oaks, Agoura Hills, Simi Valley, Calabasas, or other areas within the greater Los Angeles metropolitan region, reaching their office is designed to be straightforward and convenient.

The firm’s address on Hampshire Road is within a well-established professional building, providing a comfortable and private setting for sensitive legal discussions. For those driving, Westlake Village boasts excellent road infrastructure, with easy and quick access to major freeways such as the US-101 (Ventura Freeway). This ensures a smooth and efficient commute for clients arriving from various directions. Ample parking is typically available at or in close proximity to the building, alleviating the common concern of finding a spot in busy commercial areas. While public transportation options might be less comprehensive than in dense urban centers, ridesharing services are widely available, offering flexible alternatives for convenient travel. Terri Hilliard, PC's accessible location underscores their commitment to serving the diverse needs of the Californian community with ease and professionalism.

Services Offered

Terri Hilliard, PC specializes in providing comprehensive legal services with a primary focus on Estate Law. Their expertise is geared towards helping individuals and families create robust plans for their assets and future well-being.

  • Estate Planning: The core of their practice involves developing personalized strategies for managing and distributing assets, aiming to minimize taxes and secure the financial future of beneficiaries.
  • Wills: Drafting legally sound wills that clearly outline the distribution of assets, designate guardians for minor children, and ensure adherence to personal wishes.
  • Trusts: Designing and implementing various types of trusts (e.g., revocable living trusts, irrevocable trusts) to help clients avoid probate, protect assets, and provide for beneficiaries according to specific instructions.
  • Probate and Trust Administration: Guiding executors and trustees through the often complex legal processes involved in settling an estate or administering a trust after a death, ensuring compliance with legal requirements and accurate asset distribution.
  • Elder Law: Addressing the unique legal needs of seniors, which can include long-term care planning, powers of attorney, and guardianship/conservatorship matters.
  • Special Needs Planning: Creating specialized trusts and plans designed to protect the eligibility for government benefits for individuals with disabilities while providing for their ongoing financial needs.
  • Asset Protection: Developing strategies to safeguard wealth from potential creditors, lawsuits, and other financial risks, aiming to preserve assets for future generations.
  • Advanced Health Care Directives: Assisting clients in clearly documenting their wishes regarding medical treatment and end-of-life care decisions.
  • Powers of Attorney: Drafting durable powers of attorney for both financial and healthcare decisions, empowering trusted individuals to manage affairs if a client becomes incapacitated.
  • Guardianships/Conservatorships: Providing legal support for establishing guardianships for minors or conservatorships for adults who are unable to manage their own affairs.
Features / Highlights

Terri Hilliard, PC aims to distinguish itself through several key features and highlights, reflecting its approach to client service in estate law:

  • Specialized in Estate Law: The firm's exclusive focus on estate law allows for deep expertise and a concentrated understanding of wills, trusts, and related areas.
  • Customer-Oriented Process: As noted by clients, Terri Hilliard's process is designed to be "very customer oriented and thorough," suggesting a systematic and client-focused approach to estate planning.
  • Comprehensive Preparation of Documents: The firm handles "many aspects of the preparation of your trust and will," indicating a holistic approach to creating complete estate plans.
  • Recommendation from Clients: At least one client has personally used her services and also referred many of their own clients, suggesting a level of satisfaction and trust in the firm's capabilities within the professional community.
  • Experienced Guidance: While specific years of experience are not provided, the firm's established presence and client testimonials suggest a seasoned understanding of estate planning needs.
  • Focus on Thoroughness: The mention of a "thorough" process suggests attention to detail in ensuring that all necessary documents and considerations are addressed in an estate plan.
  • Local Presence in Westlake Village: Being conveniently located in Westlake Village allows the firm to serve the local communities in Ventura and Los Angeles Counties effectively.
Promotions or Special Offers

Terri Hilliard, PC does not publicly advertise traditional "promotions" or time-limited "special offers" in the retail sense. Instead, the firm's core value proposition and service delivery model are designed to offer continuous benefits and a specific approach to estate planning that acts as its primary "offer" to clients in California.

A significant "offer" from Terri Hilliard, PC, as highlighted by client testimonials, is their "very customer oriented and thorough process" for estate law. This suggests a systematic and detailed approach to preparing trusts and wills, which is crucial in estate planning where precision and completeness are paramount. For individuals and families, this thoroughness provides a strong sense of security that their complex financial and personal wishes will be accurately documented and legally sound. This meticulous process aims to prevent future complications, offering long-term peace of mind that can be more valuable than any short-term discount.

Furthermore, the firm's commitment to handling "many aspects of the preparation of your trust and will" indicates a comprehensive service. This means clients are guided through various components of estate planning under one roof, streamlining a process that might otherwise require navigating multiple legal considerations. This integrated approach, combined with direct positive client feedback regarding the thoroughness and customer orientation, suggests a consistent focus on delivering high-quality, comprehensive service. While there isn't a specific monetary discount, the perceived value lies in the structured, detailed, and customer-focused methodology applied to sensitive legal matters, aiming to ensure clients feel well-supported and confident in their estate plans.

Contact Information

If you are in California and are seeking professional legal assistance for your estate planning needs, you can reach Terri Hilliard, PC directly.

Address: 600 Hampshire Rd #211, Westlake Village, CA 91361, USA

Phone: (805) 201-2552

Conclusion: Why this place is suitable for locals

For Californians, particularly those in Westlake Village and the broader Ventura and Los Angeles County areas, Terri Hilliard, PC, stands as a suitable option for their estate planning needs. Its convenient location ensures easy accessibility, making it straightforward for locals to connect with the firm for their important legacy planning discussions.

What makes Terri Hilliard, PC, suitable for the local community is their demonstrated commitment to a "customer oriented and thorough process" in estate law. Estate planning involves deeply personal and often complex decisions about family, assets, and future care. The firm's stated approach aims to guide clients through these sensitive matters with meticulous attention to detail, which is crucial for ensuring that wills and trusts are prepared accurately and effectively. This focus on a comprehensive process offers a level of assurance that is highly valued by individuals seeking to secure their family's future and honor their final wishes.

Furthermore, the presence of client recommendations, including professionals who refer their own clients to the firm, suggests a recognized level of service and trust within the local community. For Californians who prioritize a structured, detailed, and client-focused approach to managing their estate, Terri Hilliard, PC, offers dedicated legal support aimed at providing peace of mind and ensuring their legacy planning needs are met right in their community.

Terri Hilliard, PC Photos

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Terri Hilliard, PC Location

600 Hampshire Rd #211, Westlake Village, CA 91361, USA

Reviews

Communication was poor, process was lacking and the overall experience was subpar and extremely unprofessional. I made payment for services for an updated Will in March 2024 (paid thousand's of $$$). I proceeded to follow up with the company regarding my documents in May, June and twice in July. Had I not reached out, the process would still be ongoing. Documents were finally ready last month, Aug 2024, but it took almost five months (was initially advised would take two months). I cannot and will not recommend Teri Hillard's company or their legal services going forward. Furthermore, my documents came in a folder/binder that was broken. I had to tape over the clips to prevent my papers from continually falling out. Photo attached.

Sep 21, 2024 · Mona W

Terri Hilliard and her team are an outstanding group practicing Estate Law. Terri's process is very customer oriented and thorough. I have used her services personally and many of my clients have worked with her as well. She handles many aspects of the preparation of your trust and will. I highly recommend her and her team.

Mar 20, 2024 · Fred Gruber

Are you kidding? There’s nobody as confident and nice as tary my wife passed away in October 2022 and I didn’t know what to do, but I asked two people for a referral. Raul one was my real estate agent and the other one was Tom Yoon at Edward Jones guess what without knowing it they both referred me to Terri how’s that for a referral .! so I went to Terri and she made me feel so good. I ended up redoing my living trust with her and I trust her.anyway, you could not do better with elderly care when you need to settle things.

Jan 16, 2024 · Richard Blake

We were referred to Terri’s office by a neighbor to create a Living Trust for our disabled son. We found Terri and her staff ( Vanessa and Margaux) to be attentive , professional and very well organized. If you’re looking for a lawyer that is not only knowledgeable in her field but compassionate and a great listener then Terri is your person.

Mar 12, 2021 · margalit francus

A few hiccups at the beginning but a solid finish at the end. The documents and care provided at the end of our trust work were excellent.

Mar 28, 2024 · BEN PARKER

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