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Your To-Do List After the Death of a Loved One - Werner Law Firm

Your To-Do List After the Death of a Loved One

POSTED ON: November 9, 2020 BY: Troy Werner
Losing a loved one is incredibly difficult. Even in cases where we have time to prepare ourselves for the inevitable, no amount of preparation is enough. However, no matter how hard it is to think and act, some things must be taken care of after the death of a loved one. This handy to-do list […]
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What Is a Certified Estate Planner, Exactly? - Werner Law Firm

What Is a Certified Estate Planner, Exactly?

POSTED ON: October 30, 2020 BY: Troy Werner
Whether you are looking to build your legal knowledge base or create an estate plan that best suits your needs and circumstances, it is essential to know what certified estate planner types and organizations exist and are available to you and what each entity entails requires. Certified estate planner roles exist to set an industry […]
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6 Key Retirement Planning Steps to Take - Werner Law Firm

6 Key Retirement Planning Steps to Take

POSTED ON: October 26, 2020 BY: Troy Werner
Retirement can be fun; a chance to revitalize old interests, explore your passions, seek a new purpose, enjoy time with your loved ones, or dedicate yourself to something other than work. But to get to all that, you must first prepare how to get there through successful retirement planning. As pensions become increasingly rare or […]
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Is Your Estate Plan “Trustworthy"? - Werner Law Firm

Is Your Estate Plan “Trustworthy"?

POSTED ON: October 15, 2020 BY: Troy Werner
Most people have the misconception that a trust is a tool or plan reserved for the incredibly rich, built purely for tax avoidance purposes, and irrelevant for most families. Yet trusts can prove incredibly useful for everyday Americans, and may: Help your family avoid probate. Minimize the impact of state estate taxes on modest estates. […]
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Can a Life Insurance Trust Protect Your Estate Plan and Legacy? - Werner Law Firm

Can a Life Insurance Trust Protect Your Estate Plan and Legacy?

POSTED ON: October 12, 2020 BY: Troy Werner
A life insurance policy can be a flexible financial tool meant to help give your spouse, children, or other beneficiaries the financial means with which to help themselves cover costs after your death. Sometimes, life insurance policies are built into an estate plan explicitly to cover state and/or federal estate taxes when all other options […]
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What Exactly Is Modern Estate Planning? - Werner Law Firm

What Exactly Is Modern Estate Planning?

POSTED ON: October 6, 2020 BY: Troy Werner
The model of the typical family has been shifting away from the “traditional” setup since the post-war era. From married couples with children (which accounted for about 79 percent of families in 1950, but only 55 percent in 1990), to a combination of heterosexual married couples, single-parent households, same-sex households, cohabitating parents, blended families, multi-generational […]
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Right of Occupancy vs Life Estate: What's the Difference? - Werner Law Firm

Right of Occupancy vs Life Estate: What's the Difference?

POSTED ON: September 30, 2020 BY: Troy Werner
A life estate, or a lifetime estate, is a form of property ownership wherein one party is given the right of occupancy to the property for the rest of their life in the form of a transferable title (the life tenancy), while another party holds property and gains total control over it once the life […]
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Does Beneficiary Designation Override a Will? - Werner Law Firm

Does Beneficiary Designation Override a Will?

POSTED ON: September 25, 2020 BY: Troy Werner
Beneficiary designation exists for vehicles, bank accounts, and smaller properties, but they are most utilized in retirement accounts and life insurance policies. A beneficiary designation provides the basis for an immediate transfer of any assets to that beneficiary upon the original owner’s death. Beneficiary designations bypass the probate process and are subject to unique federal […]
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Do You Need a Lawyer to Get a Power of Attorney in California? - Werner Law Firm

Do You Need a Lawyer to Get a Power of Attorney in California?

POSTED ON: September 19, 2020 BY: Troy Werner
You do not need a lawyer to get or create a power of attorney in California. A power of attorney is a document giving another person (named your “agent”) the right to act in your name (wherein you are the “principal”) within the scope and limitations set by the document. A power of attorney can […]
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Does Right of Survivorship Override a Will? - Werner Law Firm

Does Right of Survivorship Override a Will?

POSTED ON: September 16, 2020 BY: Troy Werner
When property belongs to one person, it is generally easy to figure out who owns all the equity, and who decides where ownership over the property will be transferred in the future. But in many cases, property is not owned by a single person or entity. When two or more people own property, that property […]
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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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