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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.

What is a Contingent Beneficiary? - Werner Law Firm

What is a Contingent Beneficiary?

POSTED ON: December 14, 2021 BY: Troy Werner
A contingent beneficiary is someone who inherits either if the primary beneficiary cannot, or if certain conditions have been fulfilled. To put it into an example, if you decide to leave your house to your three children, you may place the eldest as the primary beneficiary of the house and name your second child as […]
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How to Revoke a Trust in California - Werner Law Firm

How to Revoke a Trust in California

POSTED ON: December 7, 2021 BY: Troy Werner
Trusts can be a powerful estate planning tool. Among other things, trusts allow you to allocate assets for long-term investment to pay dividends for your children and grandchildren, protect certain assets and investments from creditors, minimize the tax impact of your death, and drastically simplify the distribution of your estate. But what if you want […]
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What Happens If Someone Dies Without a Will? - Werner Law

What Happens If Someone Dies Without a Will?

POSTED ON: November 29, 2021 BY: Troy Werner
So, what happens if someone dies without a will? Dying without a will is called dying intestate. It means dying without testament, specifically one’s legal testament regarding the management and distribution of one’s belongings and possessions after death. Dying without a will means having everything you own automatically distributed among your next of kin as […]
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Estate Planning vs Wills: What You Need to Know - Werner Law

Estate Planning vs Wills: What You Need to Know

POSTED ON: November 24, 2021 BY: Troy Werner
Estate planning vs wills - what's it all about? When setting up the ideal estate plan, it helps to have basic knowledge of how estate plans are structured before talking to a professional. Estate plans are not exclusive to the rich and famous, and they need not be complicated. The average estate plan begins and […]
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Creating a Trust: Why It's Crucial to Seek Help from a Pro - Werner Law

Creating a Trust: Why It's Crucial to Seek Help from a Pro

POSTED ON: November 19, 2021 BY: Troy Werner
Trusts are not exclusive to the ultrarich but setting one up wisely may still require help from an estate planning professional. Even simple mistakes can end up costing your estate a fortune, and leave your family with much more stress and trouble than the whole thing might have been worth. Unlike simpler documents, trusts require […]
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Trustor vs Trustee: What's the Difference? - Werner Law

Trustor vs Trustee: What's the Difference?

POSTED ON: November 15, 2021 BY: Troy Werner
Trustor vs trustee? Trust who? We all know what trust means, between trust funds and legal trusts and trust entities and trust documents, the world of estate planning and trust creation can become a little opaque. Thankfully, trusts themselves are not very complicated, and the difference between trustees and trustors is even less so. Understanding […]
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What is Intestate Succession in California? - Werner Law

What is Intestate Succession in California?

POSTED ON: November 9, 2021 BY: Troy Werner
When we pass away, our possessions and belongings must be distributed among the living. Under most circumstances, the order in which what we once owned is distributed depends on whether we left behind a will before dying. Dying without a last will and testament means dying without testament, or intestate. Every state has its own […]
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Living Trust vs. Revocable Will - Werner Law Firm

Living Trust vs. Revocable Will 

POSTED ON: October 27, 2021 BY: Troy Werner
It’s never pleasant to think of the contingencies you might have to set in place to account for your death. Life is unpredictable, and things can happen when you least expect them. That’s why it’s essential to prepare for the unexpected by ensuring that our affairs are in order should the worst come to pass. […]
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Testate vs. Intestate - Werner Law Firm

Testate vs. Intestate: What's The Difference? 

POSTED ON: October 22, 2021 BY: Troy Werner
When a person passes away, they leave behind assets, properties, and accounts that must be distributed among the living. Under most circumstances, it's the decedent's heirs and beneficiaries that receive the estate. But in what order, and what amounts? If a person left behind legal instructions on the matters of their estate, they died testate. If […]
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Benefits of a Living Trust - Werner Law Firm

What are the Benefits of a Living Trust? 

POSTED ON: October 18, 2021 BY: Troy Werner
There are a few key benefits of a living trust including estate planning flexibility and benefits for the living. Let's see if a living trust is the right option for you. Living trusts are one of the most effective and valuable tools in an estate planner’s arsenal. In contrast to a last will and testament, a […]
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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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