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Heritage Malibu

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About Heritage Malibu

Heritage Malibu is an estate planning law practice based in Malibu, California, serving individuals and families in Malibu, the Conejo Valley, and clients across California. The firm helps clients put estate plans in place, including wills, revocable living trusts, pour-over wills, financial powers of attorney, and advance health care directives. It also provides guidance on trust administration and probate matters. The practitioner is a graduate of Pepperdine Caruso School of Law and a member of the State Bar of California. The practice emphasizes tailored planning, coordination with clients' financial and tax advisors, and ongoing client relationships as circumstances change.

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Law practice