Wills, Trusts & Probate Law Blog

Home » Estate Planning

Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Avoid Common Estate Planning Mistakes

Avoid Common Estate Planning Mistakes

POSTED ON: January 20, 2025 BY: Troy Werner
Piecemeal estate planning, where wills, trusts, insurance policies and other instruments are created in isolation, often leads to conflicts and inefficiencies.
Read More
The Executor's Checklist Key Responsibilities and Timelines for Probate

The Executor's Checklist: Key Responsibilities and Timelines for Probate

POSTED ON: January 17, 2025 BY: Troy Werner
Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.
Read More
How to Balance Love and Legacy in a Second Marriage?

How to Balance Love and Legacy in a Second Marriage?

POSTED ON: January 16, 2025 BY: Troy Werner
Navigating the complexities of blended families requires careful consideration of both emotional dynamics and legal rights to ensure that everyone's interests are protected.
Read More
Can You Make a Will in a Video?

Can You Make a Will in a Video?

POSTED ON: January 15, 2025 BY: Troy Werner
Why the written word is still the final word in estate planning.
Read More
Estate Planning for Freelancers and the Self-Employed

Estate Planning for Freelancers and the Self-Employed

POSTED ON: January 14, 2025 BY: Troy Werner
Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.
Read More
What Is a Living Trust?

What Is a Living Trust?

POSTED ON: January 13, 2025 BY: Troy Werner
A popular option is a living trust, which many people consider one of the better routes to take.
Read More
Why Your Children Need You to Complete Your Estate Planning

Why Your Children Need You to Complete Your Estate Planning

POSTED ON: January 10, 2025 BY: Troy Werner
Between work, carpooling, after-school activities, and random time-consuming obligations that arise in daily life, estate planning can be put on the back burner.
Read More
Review and Update Estate Plan in the New Year

Review and Update Estate Plan in the New Year

POSTED ON: January 9, 2025 BY: Troy Werner
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
Read More
Managing a Parent's Estate After Their Death

Managing a Parent's Estate After Their Death

POSTED ON: January 8, 2025 BY: Troy Werner
Navigating the process of managing a parent's estate requires understanding your legal responsibilities and the steps to settle their affairs.
Read More
How Dying Without a Will Leaves Heirs an Extra Dose of Grief

How Dying Without a Will Leaves Heirs an Extra Dose of Grief

POSTED ON: January 7, 2025 BY: Troy Werner
People can avoid messy family fights by preparing a will. It needn’t be a complicated document.
Read More
1 2 3 76

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.

Book an Initial Call Now

Join Our eNewsletter and our California Estate Planning and Probate Blog Digest

Werner Law Firm logo
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.
Santa Clarita, CA Office

27433 Tourney Rd, Suite 200
Santa Clarita, California 91355

DIRECTIONS
Los Angeles, CA Office

10801 National Blvd, Suite 531
Los Angeles, CA 90064

DIRECTIONS
Bakersfield, CA Office

4900 California Ave, Tower B-210
Bakersfield, California 93309

DIRECTIONS
Newport Beach, CA Office

23 Corporate Plaza Dr., Suite 150
Newport Beach, California 92660

DIRECTIONS
Lancaster, CA Office

626 W Lancaster Blvd.,
Lancaster, California 93534

DIRECTIONS
Pasadena, CA Office

35 North Lake Avenue, Suite 710
Pasadena, California 91101

DIRECTIONS
Simi Valley, CA Office

2655 First St, Suite 250
Simi Valley, CA Office, California 93065

DIRECTIONS
Encino, CA Office

15760 Ventura Blvd, Suite 700
Encino, California 91436

DIRECTIONS
Oxnard, CA Office

300 E Esplanade Dr., 9th Floor
Oxnard, California 93036

DIRECTIONS
Santa Barbara, CA Office

7 W. Figueroa St., Suite 200
Santa Barbara, California 93101

DIRECTIONS
IMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by