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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 You Need to Know as a Trustee - Werner Law Firm

What You Need to Know as a Trustee

POSTED ON: December 9, 2019 BY: Troy Werner
If you have been chosen as a trustee to one’s living trust, then understanding your responsibilities is crucial. The position of trustee places a considerable amount of work on your shoulders. It will be largely upon you to fulfill a trust’s purpose, over a indeterminate amount of time. In many ways, it’s an absolute honor […]
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the most common estate planning concerns-werner

The 5 Most Common Estate Planning Concerns

POSTED ON: December 5, 2019 BY: Troy Werner
The biggest estate planning mistake people make is to begin worrying estate planning concerns too late. It is never too soon to plan your finances, especially because people do not know the future. While financial planning is the key to maintaining wealth, not preparing in the matters of your own estate could mean that everything […]
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Making Wise End-of-Life Care Decisions, Departing With Gratitude - Werner Law Firm

Making Wise End-of-Life Care Decisions, Departing With Gratitude

POSTED ON: November 30, 2019 BY: Troy Werner
It’s impossible to predict how our lives will end – but careful planning can ensure that there’s always a plan in place, regardless of what is to come. While this might seem excessive, most Americans agree that planning for end-of-life care is important. However, few do what’s necessary to create a plan to begin with. […]
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Give Your Family the Living Trust Gift That Keeps on Giving - Werner Law Firm

Give Your Family the Living Trust Gift That Keeps on Giving

POSTED ON: November 27, 2019 BY: Troy Werner
While estate and living trust gifting is often put off because of the uncomfortable topic of death, it is one of the most significant gifts you will ever leave behind.   Estate planning is about more than just protecting your own legacy – through a well-constructed and expertly crafted estate plan, you will have the […]
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Electronic Wills Are Coming Soon, But Should You Opt for One? - Werner Law Firm

Electronic Wills Are Coming Soon, But Should You Opt for One?

POSTED ON: November 25, 2019 BY: Troy Werner
A movement is growing to legalize electronic wills and trusts, which would allow people to complete the whole process online, without a lawyer or notary present.   We live in a day and age where 81 percent of Americans possess a smartphone, and virtually everyone – 96 percent, as of 2016 – owns a cellphone […]
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Tips for Discussing Your End-of-Life Wishes With Family - Werner Law Firm

Tips for Discussing Your End-of-Life Wishes With Family

POSTED ON: November 21, 2019 BY: Troy Werner
It’s understandably difficult to discuss your end of life wishes with your loved ones. Most of us usually do not earnestly talk about our passing, unless maybe to informally declare our funeral wishes. While most Americans are aware that it’s important to be prepared for one’s passing, both financially and in terms of healthcare, most […]
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Revocable vs. Irrevocable Trusts: An Overview - Werner Law Firm

Revocable vs. Irrevocable Trusts: An Overview

POSTED ON: November 15, 2019 BY: Troy Werner
As you begin exploring your estate planning options on how to protect your assets, you’ll likely consider either revocable or irrevocable trusts. Trusts are an excellent tool for those who want to pass their estates and assets to beneficiaries without having to go through the costly, stressful, time-consuming probate process. Comparing the benefits and downsides […]
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How Buying Probate Property Differs From Traditional Transactions - Werner Law Firm

How Buying Probate Property Differs From Traditional Transactions

POSTED ON: November 15, 2019 BY: Troy Werner
Buying a property in probate can help you get a great deal that you wouldn’t find on the regular market. However, to take advantage of this opportunity, you must be prepared to wait, wait some more, and be prepared for the unexpected at any moment. There are several ways in which the process of buying […]
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6 Essential Questions to Ask Your Potential Estate Planning Lawyer - Werner Law Firm

6 Essential Questions to Ask Your Potential Estate Planning Lawyer

POSTED ON: November 13, 2019 BY: Troy Werner
Estate planning is far more complex than it might seem at a glance. While any attorney or lawyer can help you draft up and implement a simple will or help you get through the paperwork needed to assign a beneficiary to your 401(k), anything more complex might require the services of an estate planning professional. […]
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Wills: Should Each Child Get the Same Inheritance? - Werner Law Firm

Wills: Should Each Child Get the Same Inheritance?

POSTED ON: November 8, 2019 BY: Troy Werner
The ability to choose what your children receive when they pass away is an important one, especially in a country where a growing number of families choose not to reflect the traditional model of a family. To avoid the manner in which many probate codes handle the inheritance of children and offspring in nontraditional families, […]
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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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