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How to Locate and Request Probate Records Online - Werner Law Firm

How to Locate and Request Probate Records Online

POSTED ON: April 26, 2021 BY: Troy Werner
Because probate records are public court filings, anyone can obtain a copy of it. With modern technology comes the ability to locate such information, and in most cases for free. If you are interested in gaining access to a deceased person’s will, or a summary of their estate, then you may be surprised to find […]
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An Executrix Is Entitled to Payment for Services, But How Much? - Werner Law Firm

An Executrix Is Entitled to Payment for Services, But How Much?

POSTED ON: April 19, 2021 BY: Troy Werner
When a person dies, their estate must be properly accounted for, valued, and distributed. While the dead can take some of their possessions with them to the grave, most of what they own must be distributed among the living, creditors, beneficiaries, or the state. The individual in charge of overseeing this process and ensuring that […]
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How a Spendthrift Trust Can Protect Heirs From Themselves - Werner Law Firm

How a Spendthrift Trust Can Protect Heirs From Themselves

POSTED ON: April 13, 2021 BY: Troy Werner
Sometimes, estate planning is about finding ways to ensure that the wealth you leave behind for your loved ones will last if possible. This is especially important for those worried that their estate may be diminished by creditors or even heirs who are not equipped with the means nor knowledge to use their bequeathment wisely […]
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California Probate Code: Key Intestate Succession Steps to Take - Werner Law Firm

California Probate Code: Key Intestate Succession Steps to Take

POSTED ON: April 6, 2021 BY: Troy Werner
Wills and estate plans are the last things anyone wants to think about after a death in the family. Still, when a loved one dies, the process for distributing their belongings becomes an important step towards final closure, both in the personal and legal sense. All states require that a probate court oversees the distribution […]
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What Are Grantor Trust Rules? - Werner Law Firm

What Are Grantor Trust Rules?

POSTED ON: March 31, 2021 BY: Troy Werner
A trust is a legal vehicle for holding assets and property “in trust” for another person. Trusts have three basic elements to them – the trustor, the trustee, and the beneficiary. The trustor is also called the grantor and is the creator of the trust whose assets and property are funded into the trust. Due […]
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Trust Fund Basics: Everything You Need to Know - Werner Law Firm

Trust Fund Basics: Everything You Need to Know

POSTED ON: March 25, 2021 BY: Troy Werner
A trust fund is a trust dedicated to providing a wealth source for a beneficiary, usually for some time. Trust funds and trusts are generally interchangeable. The main difference is that a “trust fund” mostly describes an inheritance or estate planning tool meant to provide a source of income to a beneficiary over a period. […]
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The "5 and 5 Power" in Trust Documents - Werner Law Firm

The "5 and 5 Power" in Trust Documents

POSTED ON: March 23, 2021 BY: Troy Werner
The "5 and 5 power" rule, also known as the "5 by 5 power" or "5 or 5 power" clause, is sometimes instated in trusts to let beneficiaries to a trust withdraw a certain amount of value from the trust every year before it is officially scheduled to distribute itself. To understand why this might […]
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How to Establish a Blind Trust - Werner Law Firm

How to Establish a Blind Trust

POSTED ON: March 15, 2021 BY: Troy Werner
Trusts exist to hold money and assets in trust for a beneficiary on behalf of a grantor or trustor. These are legal entities defined and limited by a trust document and called into existence to separate the contents of the trust from its original owner for the beneficiary. Trusts exist in many shapes and forms, […]
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Questions to Ask a Trust Attorney - Werner Law Firm

Questions to Ask a Trust Attorney

POSTED ON: March 10, 2021 BY: Troy Werner
Before you partner with a law firm, here is a list of some need-to-know questions to ask a trust attorney. A firm or attorney specializing in living trusts and estate plans can be a valuable partner nowadays. Surveys show that Americans are investing less and less time into thinking about and preparing for the future, […]
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How Life Insurance Works With Wills and Trusts - Werner Law Firm

How Life Insurance Works With Wills and Trusts

POSTED ON: February 26, 2021 BY: Troy Werner
Life insurance policies exist to provide an additional financial safety net for our loved ones in the case of an untimely death or serious illness. This is especially true for primary earners or breadwinners, who may be worried about what might happen to their family if they were to disappear. Through a life insurance policy, […]
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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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