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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.

Where There's a Living Will, There's a Way - Werner Law Firm

Where There's a Living Will, There's a Way

POSTED ON: July 31, 2020 BY: Troy Werner
Estate plans are typically built to deal with matters of property and wealth after death, ensuring that ownership between generations is transferred as per the decedent’s wishes. But there is more to an estate plan than determining who gets the house and who gets the vinyl collection. Many elements of an estate plan are crucial […]
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The Role of a Fiduciary in Estate Planning - Werner Law Firm

The Role of a Fiduciary in Estate Planning

POSTED ON: July 27, 2020 BY: Troy Werner
Infidelity is the act of betraying someone’s trust. Its opposite is fidelity, which involves loyalty. In the very same linguistic branch, we have “fiduciary”, which describes a relationship of trust and responsibility between two individuals, where one (the fiduciary) is acting as a representative for the other (the principal). In estate planning, the planner, grantor, […]
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What Is a Trust Checking Account? - Werner Law Firm

What Is a Trust Checking Account?

POSTED ON: July 21, 2020 BY: Troy Werner
A trust checking account is a bank account set aside to hold assets in-trust for beneficiaries, as well as funds for paying expenses and miscellaneous fees during the distribution and dissolution of a trust agreement. Either the grantor/settlor of a trust or their trustee can set up a trust checking account, and these accounts make […]
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Trust Protector: What It Is and Why Every Trust Should Have One - Werner Law Firm

Trust Protector: What It Is and Why Every Trust Should Have One

POSTED ON: July 16, 2020 BY: Troy Werner
A trust protector’s original duty was to fire a trustee should they act out of self-interest or in a way that does not align with their fiduciary duty towards the grantor of the trust (i.e. you). Trust protectors were not commonly an element of American trust law until quite recently and were typically seen in […]
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In California, Does a Power of Attorney Supersede an Estate Executor? - Werner Law Firm

In California, Does a Power of Attorney Supersede an Estate Executor?

POSTED ON: July 13, 2020 BY: Troy Werner
A power of attorney and a will are two very different documents, and even when one person is appointed as both someone’s agent and their executor, the tasks that each position entail are very different as well. In the state of California, you can choose to have the same person take on the role of […]
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Who Owns the Property in a Life Estate? - Werner Law Firm

Who Owns the Property in a Life Estate?

POSTED ON: July 7, 2020 BY: Troy Werner
The hallmark of a life estate is the duration of ownership rights for each who owns the property in a life estate, as well as what those rights are. – A life estate is a form of property ownership that exists to transfer property from one person to another, without burdening that person with the […]
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What Happens to Assets Left Out of a Living Trust? - Werner Law Firm

What Happens to Assets Left Out of a Living Trust?

POSTED ON: June 22, 2020 BY: Troy Werner
A living trust is a unique estate planning tool because it effectively transfers ownership over specified assets and property to someone else through a third party, while giving the original owner a varying degree of control while the assets remain in the third party’s care. This is important in the context of estate planning at […]
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Before Declaring Bankruptcy, Read This - Werner Law Firm

Before Declaring Bankruptcy, Read This

POSTED ON: June 18, 2020 BY: Troy Werner
The process for declaring bankruptcy is a critically important element of our financial system. Giving businesses and people the ability to discharge debts under certain circumstances breathes fresh life into them and earn a second chance in our system. When it comes to financial success, taking risks and hoping for the best is part of […]
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Estate Plan Updates to Make Pre, During and Post-Divorce - Werner Law Firm

Estate Plan Updates to Make Pre, During and Post-Divorce

POSTED ON: June 15, 2020 BY: Troy Werner
Regardless of the outcome, divorce is an arduous process. Even when both individuals end up on amicable terms, the emotional and financial repercussions of divorce are often immense. Given the sensitive nature of the process, it makes sense that something as inconsequential as estate planning is the furthest thing from most people's minds. However, estate […]
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Preparing Your Last Will and Testament, Protecting Your Child's Best Interests - Werner Law Firm

Preparing Your Last Will and Testament, Protecting Your Child's Best Interests

POSTED ON: June 8, 2020 BY: Troy Werner
It is not common for people to prepare for their deaths. Only an estimated 32 percent of Americans have a will in 2020, down from 42 percent in 2017. And over half of all Americans over the age of 55 have no estate planning documents whatsoever. That is entirely understandable. We do not want to […]
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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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