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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 Codicil to a Will? - Werner Law

What is a Codicil to a Will?

POSTED ON: June 27, 2022 BY: The Werner Law Firm, PC
A codicil is an addendum or amendment to a last will and testament. It takes priority over the original document, provided it is dated and witnessed correctly, and thus properly supersedes the will. The term itself comes from the Latin cōdicillus, which translates into “a short writing” – explaining exactly what a codicil should be. […]
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Personal Injury Claims: What's the Process? - Werner Law

Personal Injury Claims: What's the Process?

POSTED ON: June 23, 2022 BY: The Werner Law Firm, PC
Personal injury claims are not easy. If you’ve been badly hurt, the last thing on your mind is the complexity of tort law and the nuances of a personal injury lawsuit. You may just wish to heal, or you may be angry, and want justice. Or perhaps you see no other way to finance your […]
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What are the Trust Amendment Requirements in California? - Werner Law

What are the Trust Amendment Requirements in California?

POSTED ON: June 17, 2022 BY: The Werner Law Firm, PC
Trusts can be a powerful legal tool if you know how to implement them. A trust allows you to safeguard assets from creditors and better prepare your estate for the event of your death, and your incapacity. Furthermore, trusts sidestep the probate process, which can take well over a year under certain circumstances. But trusts, […]
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Defining a Self Proving Will - Werner Law

Defining a Self Proving Will

POSTED ON: June 14, 2022 BY: The Werner Law Firm, PC
A person’s last will and testament is an important document governing their final decisions on the matter of their material possessions and estate. But not all wills are created equal. Every last will and testament must be legitimized in probate court, after the attorney, personal representative, or loved one of the decedent has petitioned for […]
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How to Set Up a Pet Trust - Werner Law

How to Set Up a Pet Trust

POSTED ON: June 8, 2022 BY: The Werner Law Firm, PC
For those who see their animal companions as family members, a pet is not mere property, but a trusted loved one. And while most humans outlive their pets, some animals can be quite long-lived, and in other cases, an untimely passing might leave a pet homeless. Estate planning may mean the difference between knowing our […]
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What is a Testamentary Trust? - Werner Law

What is a Testamentary Trust?

POSTED ON: May 27, 2022 BY: The Werner Law Firm, PC
A testamentary trust is a trust agreement written and designed to go into effect after your death. As opposed to the more popular living trust, wherein the trust becomes valid as soon as it is signed and notarized, a testamentary trust is established through a last will and testament. Trusts and wills are often compared […]
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Successor Trustee vs Executor: The Differences and Duties - Werner Law

Successor Trustee vs Executor: The Differences and Duties

POSTED ON: May 23, 2022 BY: The Werner Law Firm, PC
Successor Trustee vs Executor Estate plans consist of legal documents that are signed, notarized, and kept safe in places like safety deposit boxes. But they also consist of people. And while the documents themselves serve as the foundation for an estate plan, what ultimately makes the plan work is the people who carry it out […]
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6 Key Estate Planning Tools to Know - Werner Law

6 Key Estate Planning Tools to Know

POSTED ON: May 19, 2022 BY: The Werner Law Firm, PC
Prior to the pandemic, only about one in three Americans had a will, let alone another type of estate planning tool. That may be in part because death is an uncomfortable subject – but if you have any assets and any family, it is an important one. When we die, everything we own is distributed […]
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Is a Holographic Will Acceptable in California? - Werner Law

Is a Holographic Will Acceptable in California?

POSTED ON: May 13, 2022 BY: The Werner Law Firm, PC
Leaving behind proof of your last will and testament is critical to seeing it honored after your death. Any document claiming to your last will is sure to be met with skepticism if it was not properly witnessed and notarized – after all, a document like a will determines who gets what after death and […]
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Laws of Intestacy in California - Werner Law

Laws of Intestacy in California

POSTED ON: May 10, 2022 BY: The Werner Law Firm, PC
Intestacy laws determine who gets what after death, if no valid last will and testament was left behind. Intestacy refers to dying intestate, or without a testament of one’s final wishes regarding the contents of one’s estate. In general, intestacy laws dictate the succession in which a person’s relatives inherit their assets and personal property. […]
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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.