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The Importance of a Succession Plan Within Your Estate Plan - Werner Law

The Importance of a Succession Plan Within Your Estate Plan

POSTED ON: March 31, 2022 BY: Troy Werner
There comes a time when it is prudent to think about life after death. Not necessarily in a philosophical or theological sense, but in a logistical one. We each have tangible and intangible things attached to our name, whether it is a bank account, a boat, a home, an investment property, or a business. These […]
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springing power of attorney - Werner Law

Defining a Springing Power of Attorney in California

POSTED ON: March 29, 2022 BY: Troy Werner
Estate planning tools can be powerful when used appropriately. A power of attorney can be used to grant designated individuals, or “agents”, the right to act on your behalf, whether in a limited capacity or to fulfill a single purpose. Different power of attorney documents is used for different purposes.  Most of the time, a […]
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Why You Should Avoid Do It Yourself Wills and Trusts - Werner Law

Why You Should Avoid Do It Yourself Wills and Trusts

POSTED ON: March 27, 2022 BY: Troy Werner
Wills and trusts are two common elements of a comprehensive estate plan, and if you were to believe various online services and websites, they do not seem very hard to draft and create by yourself. But do not be fooled into thinking that a cheap or free estate planning software can substitute the legal advice […]
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Understanding California Probate Law - Werner Law

Understanding California Probate Law

POSTED ON: March 21, 2022 BY: Troy Werner
The death of a loved one is a very difficult thing. We make time to see to it that they pass on with their dignity intact and that they receive the funerary rites they deserve. But first and foremost, it is a time to remember and to grieve. Yet when that time comes, a lot […]
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What is a Restatement of Trust in California? - Werner Law

What is a Restatement of Trust in California?

POSTED ON: March 15, 2022 BY: Troy Werner
Trusts are powerful and versatile legal entities, allowing for asset protection, the elimination of conflicts of interest, minimizing tax liabilities, and the quick distribution of wealth before and after death. Yet to perform any of these functions, trusts must be written and managed in a certain way. There is a lot that goes into developing […]
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What is a Bankruptcy Petition? - Werner Law

What is a Bankruptcy Petition?

POSTED ON: March 8, 2022 BY: Troy Werner
Filing for bankruptcy can be a harrowing experience. When filing as an individual, you must prepare to lay yourself bare financially and be open to an intense audit of your personal and business dealings. Whatever is left to your name will be divided among your creditors, and all but the bare minimum will be stripped […]
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How to Change a Will in California - Werner Law Firm

How to Change a Will in California

POSTED ON: February 28, 2022 BY: Troy Werner
Your last will and testament is only your last will and testament so long as you do not make a new one. And there is really nothing standing in your way to making a new one. But what if you only want to change one line? Make one small amendment? Take one beneficiary out? Add […]
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Certification of Trust: What Is It and How to Use It? - Werner Law

Certification of Trust: What Is It and How to Use It?

POSTED ON: February 25, 2022 BY: Troy Werner
Trusts can be a very versatile and powerful tool. They allow us to designate beneficiaries and assign wealth to them in nearly any way, from monthly payouts to a conditional lump sum. But unlike most other estate planning documents, trusts are much more than just a document. The paperwork surrounding a trust establishes its existence […]
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How a Transfer on Death Deed Avoids Probate - Werner Law

How a Transfer on Death Deed Avoids Probate

POSTED ON: February 21, 2022 BY: Troy Werner
On a literal level, most wealth is transferred on death. But a Transfer on Death deed is separate from setting up a will or funding your assets into a trust. Transfer on Death, also known as TOD, is a clause or deed designating a beneficiary as inheritor of an asset or account upon your death, […]
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All About the Rights of Heirs at Law - Werner Law

All About the Rights of Heirs at Law

POSTED ON: February 17, 2022 BY: Troy Werner
When we die, we leave behind what we own to be distributed among the living. There is very little we can take with us to the grave, let alone beyond it. And unlike the Egyptians, it has generally fallen out of style to be buried with one’s wealth. But who gets what? And how? For […]
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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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