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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.

Designating the Right Trustee for Your Estate - Werner Law Firm

Designating the Right Trustee for Your Estate

POSTED ON: July 29, 2019 BY: Troy Werner
When setting up a trust, it pays to be thorough. Most people who may have an interest in setting up a trust for their estate understand that a successfully developed and implemented living trust can often be the difference between a smooth inheritance process, and unnecessary consequences. Part of every trust is eventually deciding whose […]
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Everything You Need to Know About Probate When a Will Is Absent - Werner Law Firm

Everything You Need to Know About Probate When a Will Is Absent

POSTED ON: July 25, 2019 BY: Troy Werner
It happens all too often – someone passes away, and everything they own must now be passed down to the family. But who determines who gets what, and why? What if both of your adult children want custody over the family dog? Who gets the car? To whom goes the house? With or without a […]
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Creating a Will: The Breakdown - Werner Law Firm

Creating a Will: The Breakdown

POSTED ON: July 23, 2019 BY: Troy Werner
A person’s last will and testament is a very powerful document, if designed and executed properly. A will acts as a blueprint for the distribution of everything you own after you die, and can be used to assign more than just monetary value, giving you one last opportunity to address the family in a meaningful […]
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Understanding the “Quiet Title” Action - Werner Law Firm

Understanding the “Quiet Title” Action

POSTED ON: July 19, 2019 BY: Troy Werner
Selling properties in probate is a time-consuming process, but it’s an important task that helps families move on and prepare for the next stage of life. However, property in probate is prone to disputes, particularly if there’s an unclear will or multiple beneficiaries who want to lay claim to the house. A quiet title can […]
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DIY Estate Planning? 5 Reasons You Need a Lawyer - Werner Law Firm

DIY Estate Planning? 5 Reasons You Need a Lawyer

POSTED ON: July 19, 2019 BY: Troy Werner
Planning your estate is perhaps one of the most important things you can do for your family. Everything you’ve worked for throughout your life can continue to provide for your loved ones after you pass, but only if you handle your estate accordingly. While it’s tempting to cut costs with DIY estate planning forms, there […]
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How to Omit Tax Problems When Settling an Estate - Werner Law Firm

How to Omit Tax Problems When Settling an Estate

POSTED ON: July 18, 2019 BY: Troy Werner
When a person passes away, everything they own is transferred to others. How exactly that occurs, however, depends on different factors. When a person dies, their assets and wealth become their estate, which is appropriately distributed among their next of kin either according to their own wishes – as per proper documentation – or according […]
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Estate Planning Mistakes & How to Dodge Them - Werner Law Firm

Common Mistakes Made During Estate Planning & How to Dodge Them

POSTED ON: July 17, 2019 BY: Troy Werner
An estate plan and make or break your family’s financial future. When misapplied, estate planning mistakes can cost your loved ones hundreds of thousands of dollars in legal fees and lost assets. On the other hand, a well-executed estate plan can mean that nearly every cent of what you own flows flawlessly to your loved […]
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California Probate Alternatives: Recognize Your Options - Werner Law Firm

Probate Alternatives in California: You May Have Options

POSTED ON: July 11, 2019 BY: Troy Werner
While not the most complex in the country, California's probate process can be both frustrating and long-winded for many concerned with finding the best possible way to pass on their wealth to the next generation. Luckily, multiple California probate alternatives ease the process. Probate occurs when a person dies, and a court is called to […]
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No Designated Beneficiaries? You Still Need an Estate Plan - Werner Law Firm

No Designated Beneficiaries? You Still Need an Estate Plan

POSTED ON: June 28, 2019 BY: Troy Werner
Some make the mistake of thinking that estate planning is primarily about leaving behind an inheritance to designated beneficiaries. While a lot of it is about doing precisely that, there is more to it. Estate planning is often misunderstood as a collection of financial tools and tactics exclusive to those with the money to invest […]
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A US Will Under Foreign Laws: Legalities & logistics - Werner Law Firm

Legalities of a U.S. Will Under Foreign Laws

POSTED ON: June 21, 2019 BY: Troy Werner
The specifications surrounding the legalities of a U.S. will under foreign laws can become quite complicated. Some jurisdictions will accept a verbal will, some will not. Some jurisdictions require a notarized stamp, others will recognize the simple signature of the grantor. In the United States, the laws regarding the validity of a will can even […]
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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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