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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.

Moving From Probate & Property Confusion to Clarity | Werner Law Firm

Moving From Probate & Property Confusion to Clarity

POSTED ON: February 12, 2018 BY: Troy Werner
It is rare to be able to emotionally prepare for someone’s passing – and it is even rarer to truly feel like you are prepared at all when it happens. Most of the time, a person’s death comes as an unexpected shock, no matter how likely it may have seemed – and for the family, […]
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Living Trusts: You’ve Been Appointed Successor Trustee – Now What? | Werner Law Firm

Living Trusts: You’ve Been Appointed Successor Trustee – Now What?

POSTED ON: February 5, 2018 BY: Troy Werner
In the estate planning world, a living trust is considered a powerful and versatile tool. Through it, a person can assign beneficiaries to their wealth and property, and plan ahead to create their own administration process without a probate court watching. The trustee creates and oversees the trust. The successor trustee is the person the […]
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How Often Should Living Trusts Be Updated? - Werner Law Firm

How Often Should Living Trusts Be Updated?

POSTED ON: January 29, 2018 BY: Troy Werner
Revocable living trusts are renowned for being the better alternative to a last will and testament, because of a myriad of estate planning features, the greatest of which is the ability to skip past the probate process. But just like a will must be updated to reflect life’s major changes and deal with unexpected events, […]
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The State of Estate Planning | Werner Law Firm

The State of Estate Planning

POSTED ON: January 24, 2018 BY: Troy Werner
There are two major issues facing estate planning today: first, most people who interest themselves with estate planning do so later on in life, despite the fact that there are many benefits to informing yourself and being prepared on matters of inheritance as soon as you have something to pass onto your loved ones, and […]
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Why Families Need to Have Inheritance Conversations Now | Werner Law Firm

Why Families Need to Have Inheritance Conversations Now

POSTED ON: January 22, 2018 BY: Troy Werner
Art imitates life, and sometimes, it gives us a unique perspective on something we’ve never noticed or taken for granted about ourselves. At other times, it simply points out idiosyncrasies and makes us question how we deal with certain things. For example: death. As important and inevitable as death is, we rarely talk about it, […]
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When Should You Hire a Personal Injury Lawyer? | Werner Law Firm

When Should You Hire a Personal Injury Lawyer?

POSTED ON: January 18, 2018 BY: Troy Werner
Hiring a lawyer is always a little scary, because it typically means you need one – and if you need a lawyer, then you know things are bad. But going into any situation with a fearful or anxious mindset will only set yourself up to failure. Instead of thinking of a lawyer as a last […]
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Living Trusts vs. Wills: What’s Best for Retirees? | Werner Law Firm

Living Trusts vs. Wills: What’s Best for Retirees?

POSTED ON: January 16, 2018 BY: Troy Werner
When it comes to matters of estate planning, there are generally two tools that are most often discussed: revocable living trusts, and the last will and testament. However, choosing between them is not completely straightforward – they each have their benefits, drawbacks, and overall effectiveness depends largely upon your financial situation and a few other […]
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Duties of an Estate Executor in California | Werner Law Firm

Duties of an Estate Executor in California

POSTED ON: January 12, 2018 BY: Troy Werner
The executor of a will has an incredibly difficult and important job – to see to it that the contents of your will are respected, within the constraints of the law and their abilities as executor of your estate. When you pass away and become the decedent of your estate, whoever you chose as executor […]
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What Is Probate, Anyway? | Werner Law Firm

What Is Probate, Anyway?

POSTED ON: January 9, 2018 BY: Troy Werner
Probate comes from the old Latin and English for proving, giving a big clue on what the process is meant to do. A probate process illuminates the contents of a last will and testament and proves them, legitimizing the will and authorizing its execution at the hands of a capable and court-appointed estate executor. The […]
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6 Times You Need to Update Your Will | Werner Law Firm

6 Times You Need to Update Your Will

POSTED ON: January 3, 2018 BY: Troy Werner
Most Americans lack any sort of estate plan or will whatsoever, which can be to a huge detriment to their family after death. While the law tries and makes the probate process as simply and straightforward as possible, it can be a distressing experience for a family to deal with the consequences of no end-of-life […]
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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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