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Disclaiming an Inheritance is Surprisingly Common - Werner

Disclaiming an Inheritance (It's More Common than You Think)

POSTED ON: February 11, 2023 BY: Troy Werner
If you stand to inherit, you may be thrilled about your upcoming windfall, but if you find that the circumstances don't align with your plans or values, you may consider disclaiming an inheritance. For instance, if you have been far more fortunate than your siblings and feel that they or their children would benefit more […]
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What is a Remainderman in Estate Planning - Werner Law Firm

Understanding the Role of a Remainderman in Estate Planning

POSTED ON: February 7, 2023 BY: Troy Werner
Property rights must transfer to the living in the event of an owner’s death. You cannot take the ownership rights of a home into the grave with you. However, you can pre-empt the inevitable and determine who gets the home and at what point with a remainderman, which is someone who has the right to inherit […]
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Self-Proving Affidavit vs Notarizing a Will A Comparison - Werner

Self-Proving Affidavit vs Notarizing a Will: A Detailed Comparison

POSTED ON: February 2, 2023 BY: Troy Werner
Let's say you've got your last will and testament all written out and finalized. Should anything happen to you tomorrow, you'll be alright, right? Well, that depends. A last will and testament is only considered complete and legally binding once it meets certain requirements, such as having your signature and the signature of at least […]
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Step by Step Guide for If You Inherit a House - Werner Law Firm

Step by Step Guide for If You Inherit a House

POSTED ON: January 30, 2023 BY: Troy Werner
Homeownership is often part and parcel of the American dream, and for countless families, the house is the primary asset in the eventual inheritance. But what do you do when you inherit a house? Do you need to amend a deed? Sign or fill out a change of ownership form? Pay more taxes? Settle a […]
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Should You Consider a Qualified Personal Residence Trust?

Should You Consider a Qualified Personal Residence Trust?

POSTED ON: January 27, 2023 BY: Troy Werner
Do you want to give your home to your children without including its value in your estate for state and federal tax purposes? Do you want to be able to gift property to your heirs while still retaining the ability to live in it and hold an ownership interest for a set amount of years? […]
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Joint Trust vs Separate Trust for Married Couples - Werner Law

Joint Trust vs Separate Trust for Married Couples

POSTED ON: January 24, 2023 BY: Troy Werner
Trusts are excellent vehicles for managing and moving wealth between individuals, both in life and death. But setting up a trust is not quite as simple as drafting and notarizing a will. Continue reading for an in-depth analysis of a joint trust vs. separate trust. There are several moving parts, agreements, and conditions to consider […]
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Contested will lawyers have a success rate that varies and they are responsible for representing clients in legal disputes related to the validity of a will.

What Is the Success Rate for Contested Will Lawyers?

POSTED ON: January 18, 2023 BY: Troy Werner
Contesting a will is not easy, nor is it something one should consider lightly. As a document, a last will and testament constitutes a person's final set of instructions on how their belongings should be distributed in death. You will need a solid legal basis to contest such a document, especially if it can be […]
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How to Determine Value for Assets in Probate Court - Werner Law

How to Determine Value for Assets in Probate Court

POSTED ON: January 9, 2023 BY: Troy Werner
The purpose of probate is to facilitate the distribution of a decedent’s assets among the living. However, it is rarely as simple as taking everything a person ever owned and giving it to someone else wholesale. Read on for a look into how the value of assets in probate is determined. There are processes involved, […]
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Preliminary Change of Ownership Report and Estate Planning - Werner

Filing a Preliminary Change of Ownership Report in Estate Planning

POSTED ON: January 6, 2023 BY: Troy Werner
Any property transfer in California may require filing a Preliminary Change of Ownership Report. For most people, this report is needed whenever real estate is transferred from one person to the next, even if only partially. An interest in real estate must be reported to the state for tax appraisal purposes. All 58 counties in […]
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What Is the Average Cost of Probate in California - Werner Law

What Is the Average Cost of Probate in California?

POSTED ON: December 30, 2022 BY: Troy Werner
Probate is the process by which your local legal authority processes and administrates the management of a person’s belonging after death. Ownership must transfer to the living, whether personal effects or investments, properties, assets, and other items. Read on for an in-depth analysis of the cost of probate in California. However, while we can use […]
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Why Our Living Trust Law Firm & Probate Attorneys?

Founded in 1975 by L. Rob Werner and serving California for over 48 years, our dedicated attorneys are available for clients, friends, and family members to receive the legal help they need and deserve. You can trust in our experience and reputation to help navigate you through your unique legal matters.

Whether you need help creating a living trust or navigating probate, our living trust law firm's compassionate team of estate planning lawyers and probate lawyers are here to help you and ready to answer your questions.

Our goal is to make your case as easy as possible for you. Hiring a lawyer can be a daunting task, but it doesn’t have to be. From the moment you contact our firm, through the final resolution of your case, our goal is to make the process easy and understandable. We cannot change the fact that probate is a long and complicated process, but through our Werner Law Firm Difference, we strive to go out of our way to keep you informed of your case through every step of the way. We are constantly refining our processes and procedures for a more streamlined and calm client experience. Our goal is to have you feel like a burden was lifted from your shoulders, and that we made the whole process an easy one

If you're dealing with a legal matter, we urge you to schedule a free initial appointment today and join the many satisfied clients who have contacted Werner Law Firm.

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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. See full disclaimer here.
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