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California Probate System: What You Need to Know Before You’re Entangled in It - Werner Law Firm

Must-Knows for Navigating the California Probate System

POSTED ON: January 10, 2019 BY: Troy Werner
The vast majority of estate planning is undertaken to avoid probate. Probate is the process by which the state determines a deceased person’s will to be either invalid or valid. In this system, the courts of a state take control of a deceased person’s property and oversees its distribution. In some states, a dedicated probate […]
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The Estate Planning Gift to Give Your Millennial Children in 2019 - Werner Law Firm

The Estate Planning Gift to Give Your Millennial Children in 2019

POSTED ON: January 7, 2019 BY: Troy Werner
While the Millennial generation can be defined as widely as children born in the late 70’s to those born in the early 2000s, the fact is that some of them are already becoming alarmingly close to retirement age—and pushing their Baby Boomer or Silent Generation parents or grandparents ahead of them. While the Silent Generation […]
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Estate Planning & Your Blended Family - Werner Law Firm

Estate Planning and Your Blended Family

POSTED ON: December 31, 2018 BY: Troy Werner
Harmonious relations within a blended family can be difficult. The death of a loved one can often raise old feuds and bruised feelings, as well as furnish a breeding ground for new ones. If estate planning and end-of-life documents aren’t clear about the distribution of assets in the event of a newly blended family, a […]
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What Wills Don't Do - Werner Law Firm

What Wills Don't Do

POSTED ON: December 26, 2018 BY: Troy Werner
We’ve all seen dramatic readings of wills in movies and on television to establish who inherits which property. It’s a good theatrical device, but the reality is much more complicated. Simply naming an item or asset in your will does not guarantee that it then transfers to the person, people, or charity (the beneficiary) you […]
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Can a Living Trust Reduce Estate Taxes - Werner Law Firm

Can a Living Trust Reduce Estate Taxes?

POSTED ON: December 20, 2018 BY: Troy Werner
One of the main advantages of undertaking estate planning is the avoidance of the probate process. Probate is the procedure by which a specialized or district court undertakes the distribution of a dead person’s belongings, which includes real estate, the contents of bank accounts, and personal items. The probate process can be unsettling, public, tiring, […]
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Are Living Trust Documents Made Public, Like Wills? - Werner Law Firm

Are Living Trust Documents Made Public, Like Wills?

POSTED ON: December 17, 2018 BY: Troy Werner
Have you ever seen a TV show in which a living trust is dramatically unsealed? Probably not. Living trusts usually don’t make fodder for great drama because they are typically undertaken precisely to avoid the messy, lengthy probate process. In probate, a county court determines whether or not a last will and testament is valid, […]
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Do Wills Always Have to Be Probated? (Hint: It Depends on an Estate's Assets) - Werner Law Firm

Do Wills Always Have to Be Probated? (Hint: It Depends on an Estate's Assets)

POSTED ON: December 10, 2018 BY: Troy Werner
Most people who undertake estate planning do so not only to ensure their beneficiaries will be provided for, but to prevent them from experiencing the frustration and emotionally difficult process of probate. Also known as the “probate process,” probate is a judicial process in which a court determines the validity of a last will and […]
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Non-Probate Assets: 6 Costly Types to Avoid - Werner Law Firm

Non-Probate Assets: 6 Costly Types to Avoid

POSTED ON: December 5, 2018 BY: Troy Werner
The goal of most people who take on estate planning is to pass on their assists with as little worry, delay, or cost as possible. Many look for ways to ensure that their assets are non-probate assets or non-probate property. These are kinds of property that pass directly to those you have named as your […]
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"Living Trust Mills" Have Many Faces of Fraud - Werner Law Firm

The Many Faces of "Living Trust Mills"

POSTED ON: November 30, 2018 BY: Troy Werner
We all know it’s important to provide care for our loved ones after we’re gone. For some that means to leave a legacy to our favorite charity to help sustain causes we’ve supported throughout our lives. We know we need to leave a valid will and maybe even a living trust to avoid probate, but […]
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Pour-Over Wills

What Are Pour-Over Wills, How Do They Work?

POSTED ON: November 28, 2018 BY: Troy Werner
Pour-over wills provide peace of mind for both you and anyone else who stands to inherit all or part of your estate. They are so named because any assets not specified in a valid last-will-and-testament will “pour over” into a living trust, and thereby into the hands of the intended recipient(s). How Are Pour-Over Wills […]
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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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