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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 Ancillary Probate? - Werner Law Firm

What Is Ancillary Probate?

POSTED ON: May 17, 2021 BY: Troy Werner
The probate process is a step-by-step administration of a person’s estate or the assets and belongings they leave after death. Most probate courts also legitimize and assign an executor to a person’s last will and testament, tasking them with managing, evaluating, and distributing a decedent’s belongings after taking care of their final debts and financial […]
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What Is a Final Divorce Decree? - Werner Law Firm

What Is a Final Divorce Decree?

POSTED ON: May 10, 2021 BY: Troy Werner
Most divorce cases take months, if not years, to resolve. And when they do finally end, you will be left with a stack of important documents – some of which seemingly, and confusingly, fulfill a similar purpose. One of these documents is your final decree of divorce. This is a so-called court document, which means […]
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35 Must-Know Basic Legal Terms in Estate Law - Werner Law Firm

35 Must-Know Basic Legal Terms in Estate Law

POSTED ON: May 3, 2021 BY: Troy Werner
Estate plans and many of the basic legal terms ascribed to them date back to the archaic early days of English probate law, from Judeo-Christian primogeniture to the Wills Act of 1837. Since then, the basic principles of estate planning have barely changed, and while some terms are newer than others, most of them remain […]
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What to Look for in an Estate Planning Attorney - Werner Law Firm

What to Look for in an Estate Planning Attorney

POSTED ON: April 30, 2021 BY: Troy Werner
Take the time to find and hire a professional and respected estate planning attorney in your area. In the long run, you and your family will be glad you did. Learn about these specialized attorneys can help you. Estate planning affairs could be considered some of the least pressing for most Americans – we generally […]
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How to Locate and Request Probate Records Online - Werner Law Firm

How to Locate and Request Probate Records Online

POSTED ON: April 26, 2021 BY: Troy Werner
Because probate records are public court filings, anyone can obtain a copy of it. With modern technology comes the ability to locate such information, and in most cases for free. If you are interested in gaining access to a deceased person’s will, or a summary of their estate, then you may be surprised to find […]
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An Executrix Is Entitled to Payment for Services, But How Much? - Werner Law Firm

An Executrix Is Entitled to Payment for Services, But How Much?

POSTED ON: April 19, 2021 BY: Troy Werner
When a person dies, their estate must be properly accounted for, valued, and distributed. While the dead can take some of their possessions with them to the grave, most of what they own must be distributed among the living, creditors, beneficiaries, or the state. The individual in charge of overseeing this process and ensuring that […]
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How a Spendthrift Trust Can Protect Heirs From Themselves - Werner Law Firm

How a Spendthrift Trust Can Protect Heirs From Themselves

POSTED ON: April 13, 2021 BY: Troy Werner
Sometimes, estate planning is about finding ways to ensure that the wealth you leave behind for your loved ones will last if possible. This is especially important for those worried that their estate may be diminished by creditors or even heirs who are not equipped with the means nor knowledge to use their bequeathment wisely […]
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What Are Grantor Trust Rules? - Werner Law Firm

What Are Grantor Trust Rules?

POSTED ON: March 31, 2021 BY: Troy Werner
A trust is a legal vehicle for holding assets and property “in trust” for another person. Trusts have three basic elements to them – the trustor, the trustee, and the beneficiary. The trustor is also called the grantor and is the creator of the trust whose assets and property are funded into the trust. Due […]
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Trust Fund Basics: Everything You Need to Know - Werner Law Firm

Trust Fund Basics: Everything You Need to Know

POSTED ON: March 25, 2021 BY: Troy Werner
A trust fund is a trust dedicated to providing a wealth source for a beneficiary, usually for some time. Trust funds and trusts are generally interchangeable. The main difference is that a “trust fund” mostly describes an inheritance or estate planning tool meant to provide a source of income to a beneficiary over a period. […]
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The "5 and 5 Power" in Trust Documents - Werner Law Firm

The "5 and 5 Power" in Trust Documents

POSTED ON: March 23, 2021 BY: Troy Werner
The "5 and 5 power" rule, also known as the "5 by 5 power" or "5 or 5 power" clause, is sometimes instated in trusts to let beneficiaries to a trust withdraw a certain amount of value from the trust every year before it is officially scheduled to distribute itself. To understand why this might […]
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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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