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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.

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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How to Establish a Blind Trust - Werner Law Firm

How to Establish a Blind Trust

POSTED ON: March 15, 2021 BY: Troy Werner
Trusts exist to hold money and assets in trust for a beneficiary on behalf of a grantor or trustor. These are legal entities defined and limited by a trust document and called into existence to separate the contents of the trust from its original owner for the beneficiary. Trusts exist in many shapes and forms, […]
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Questions to Ask a Trust Attorney - Werner Law Firm

Questions to Ask a Trust Attorney

POSTED ON: March 10, 2021 BY: Troy Werner
Before you partner with a law firm, here is a list of some need-to-know questions to ask a trust attorney. A firm or attorney specializing in living trusts and estate plans can be a valuable partner nowadays. Surveys show that Americans are investing less and less time into thinking about and preparing for the future, […]
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How Life Insurance Works With Wills and Trusts - Werner Law Firm

How Life Insurance Works With Wills and Trusts

POSTED ON: February 26, 2021 BY: Troy Werner
Life insurance policies exist to provide an additional financial safety net for our loved ones in the case of an untimely death or serious illness. This is especially true for primary earners or breadwinners, who may be worried about what might happen to their family if they were to disappear. Through a life insurance policy, […]
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Spousal Property Petition: What It Is and When to Use It - Werner Law Firm

Spousal Property Petition: What It Is and When to Use It

POSTED ON: February 24, 2021 BY: Troy Werner
When a person dies, their belongings must pass onto the living. When no other arrangements are made, these belongings are usually distributed and passed among the next of kin according to the intestate laws in the decedent's home state. This process is supervised by a probate court and can be lengthy, depending on the decedent's […]
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Duties and Responsibilities of a Conservator - Werner Law Firm

Duties and Responsibilities of a Conservator

POSTED ON: February 22, 2021 BY: Troy Werner
A conservator is appointed by a court to care for an adult who is mentally or physically disabled and incapable of caring fully for themselves, or a minor in need of an adult to manage finances and properties under their name. Conservators have a fiduciary duty to their conservatees, and the exact limits of their […]
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Funding a Trust - The Werner Law Firm

Why Funding a Trust Is Important and What It Means

POSTED ON: February 19, 2021 BY: Troy Werner
To understand how a trust should be built, you need to first understand what a living trust is, how funding a trust works, and why it's important.   A trust is only worth what you fund it with – so if you decide against funding a trust, it is effectively useless. Learn more about funding […]
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What Is an Irrevocable Life Insurance Trust (ILIT)? - Werner Law Firm

What Is an Irrevocable Life Insurance Trust (ILIT)?

POSTED ON: February 16, 2021 BY: Troy Werner
Life insurance policies provide a plethora of tax advantages depending on the policy and your circumstances, especially regarding its beneficiary. But for you, the policyholder, a large life insurance policy payout after your death may count towards your estate’s total value and potentially push you over the edge of the federal and/or state estate tax […]
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What Is a Small Estate Affidavit? - Werner Law Firm

What Is a Small Estate Affidavit?

POSTED ON: February 10, 2021 BY: Troy Werner
In California, a "small estate affidavit" is often used to resolve final estate matters for a deceased person who died without a will and can help fast track the costly, lengthy process of probate. A small estate affidavit is a state-specific legal document used to skip the estates' probate process with a total value under […]
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7 Estate Planning Strategies to Implement in 2021 - Werner Law Firm

7 Estate Planning Strategies to Implement in 2021

POSTED ON: January 30, 2021 BY: Troy Werner
Estate planning strategies are something people rarely think about – we do not tend to dwell on the consequences of our deaths or what might happen to our families if we are gone. However, despite a deadly pandemic, less than a third of Americans have a will, and even fewer have a personalized, comprehensive estate […]
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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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