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Using a Pour-Over Will in Estate Planning - Werner Law Firm

Using a Pour-Over Will in Estate Planning

POSTED ON: September 8, 2020 BY: Troy Werner
A pour-over will is an estate planning document built to ensure that anything in your estate that has not been funded into your living trust before your death is automatically funded into your trust afterwards. Pour-over wills exist to generally to prevent having assets outside of the trust after death. If one is building an […]
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Can a Durable Power of Attorney Help Manage My Retirement Accounts? - Werner Law Firm

Can a Durable Power of Attorney Help Manage My Retirement Accounts?

POSTED ON: August 31, 2020 BY: Troy Werner
Preparation is always good. We have no way of knowing what the future might hold, and with a little bit of foresight, we can save ourselves and our families a lot of grief and trouble. That is the basic ethos behind estate planning tools like durable power of attorney documents (POAs), which enable someone (an […]
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Options for Small Business Bankruptcy - Werner Law Firm

Options for Small Business Bankruptcy

POSTED ON: August 28, 2020 BY: Troy Werner
COVID-19's impact on the economy has been absolutely devastating. Not only have lockdowns and travel restrictions greatly impacted industries across the country, but for every death, there is an assorted collection of infections with short-term and long-term physical deficits, grieving parents and children, and countless Americans laid off as business owners line-up to file bankruptcy. […]
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What Is a Revocable Living Trust, Can It Keep My Estate Plan Private? - Werner Law Firm

What Is a Revocable Living Trust, Can It Keep My Estate Plan Private?

POSTED ON: August 25, 2020 BY: Troy Werner
When we die, everything we own must be distributed among the living. Aside from some relatively fringe exceptions where people have requested to be buried with all sorts of belongings, the dead cannot “own” anything per se and must pass the property on to their loved ones and next of kin. An estate plan is […]
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How Long Do Probate Proceedings Typically Last? - Werner Law Firm

How Long Do Probate Proceedings Typically Last?

POSTED ON: August 21, 2020 BY: Troy Werner
Probate is an important part of the estate planning process, as it usually sets the timeframe from your death to the total dissolution and distribution of your estate. However, contrary to popular belief, probate does not always last forever. The probate proceedings process can be truncated, sped through, or even skipped depending on the circumstances, […]
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Estate Planning 101 for LGBT Couples - Werner Law Firm

Estate Planning 101 for LGBT Couples

POSTED ON: August 18, 2020 BY: Troy Werner
Estate planning tools have long been one of the only ways for LGBT couples to ensure that a part of what they own is left behind for their partner. An estate plan constitutes a list of documents and legal precautions created with the explicit purpose of preparing for death. While grim on the surface, an […]
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What You Need to Know Before Filing for Medical Bankruptcy - Werner Law Firm

What You Need to Know Before Filing for Medical Bankruptcy

POSTED ON: August 11, 2020 BY: Troy Werner
Healthcare spending accounted for 17.7 percent of the US’s GDP in 2018, in comparison to just 5 percent in 1960. In individual terms, that is an average of $11,000 per person, for a total of $3.6 trillion. Americans pay significantly more for their healthcare than the citizens of most other developed countries, and rising healthcare […]
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Where There's a Living Will, There's a Way - Werner Law Firm

Where There's a Living Will, There's a Way

POSTED ON: July 31, 2020 BY: Troy Werner
Estate plans are typically built to deal with matters of property and wealth after death, ensuring that ownership between generations is transferred as per the decedent’s wishes. But there is more to an estate plan than determining who gets the house and who gets the vinyl collection. Many elements of an estate plan are crucial […]
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The Role of a Fiduciary in Estate Planning - Werner Law Firm

The Role of a Fiduciary in Estate Planning

POSTED ON: July 27, 2020 BY: Troy Werner
Infidelity is the act of betraying someone’s trust. Its opposite is fidelity, which involves loyalty. In the very same linguistic branch, we have “fiduciary”, which describes a relationship of trust and responsibility between two individuals, where one (the fiduciary) is acting as a representative for the other (the principal). In estate planning, the planner, grantor, […]
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What Is a Trust Checking Account? - Werner Law Firm

What Is a Trust Checking Account?

POSTED ON: July 21, 2020 BY: Troy Werner
A trust checking account is a bank account set aside to hold assets in-trust for beneficiaries, as well as funds for paying expenses and miscellaneous fees during the distribution and dissolution of a trust agreement. Either the grantor/settlor of a trust or their trustee can set up a trust checking account, and these accounts make […]
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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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