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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 Marital Trust, How Does It Work? - Werner Law Firm

What Is a Marital Trust, How Does It Work?

POSTED ON: June 28, 2021 BY: Troy Werner
Trusts serve to transfer assets from one person to another with certain special benefits and privileges that might not otherwise be available. For example, outright gifting property to a loved one would incur a massive tax on their part and severely cut into your own gift tax exemptions. In addition, transferring a home to a […]
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The Perils of Online Estate Planning - Werner Law Firm

The Perils of Online Estate Planning

POSTED ON: June 14, 2021 BY: Troy Werner
It’s never been easier to get things done online than today, given that there’s an app for nearly everything. But there are still a few cases where it’s a good idea to forego convenience for the sake of quality. Estate plans are one of these things. While it may be tempting to give online estate […]
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Leaving a Lasting Legacy of Generational Wealth - Werner Law Firm

Leaving a Lasting Legacy of Generational Wealth

POSTED ON: June 7, 2021 BY: Troy Werner
Most inheritance plans that revolve around preserving and growing generational wealth fail. This is partly because most estate plans do not adequately prepare the living for the intents and wishes of the dead. Time and time again, heirs and beneficiaries lament their parents’ lack of proper communication and planning and struggle to effectively manage the […]
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What Is an Enhanced Life Estate Deed? - Werner Law Firm

What Is an Enhanced Life Estate Deed?

POSTED ON: May 31, 2021 BY: Troy Werner
An enhanced life estate deed, also known as Lady Bird Deed, is a way to transfer property after death without having said property go through the probate process. This type of deed has its distinct advantages and certain disadvantages. To understand it, we must review what a life estate is – and how an enhanced […]
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Estate Planning Checklist: A 7-Step Guide - Werner Law Firm

A 7-Step Estate Planning Checklist of the Basics

POSTED ON: May 24, 2021 BY: Troy Werner
Estate planning is the management of assets for their eventual reallocation after death. Under most circumstances, we can’t take the things we own to the grave – or at least, we can take very little to the grave. You might request to be buried in your car, for example – but most assets (and properties, […]
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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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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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