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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.

Guide to Creating a Living Trust in California

POSTED ON: May 15, 2019 BY: Troy Werner
It is estimated that less than half of all Americans have documents in place for directing how affairs are to be conducted following their death. Even though death is a certainty in life, many of us somehow manage to push the idea aside, and continue to act as though the event is forever far away. For […]
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Four Reasons to Embrace the Emotional Nature of Estate Planning

POSTED ON: April 29, 2019 BY: Troy Werner
Death is often a taboo topic. There is a human, emotional, tendency to avoid thinking about our eventual passing. In our rational minds, however, we know that avoidance of this thought does not equal the avoidance of its occurrence. We are all on the same journey when it comes to the end result. Finding ways […]
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Creating a Legacy Regardless of Current Wealth

POSTED ON: April 26, 2019 BY: Troy Werner
In these modern generations, we are prone to fret about what financial assets we will be leaving for our children and grandchildren after we pass on from this life. The fact that over 60% of millennial’s – the generation born between the years of 1981 and 1996, in general – report expecting an inheritance from their parents, […]
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The Gift of a Living Trust

POSTED ON: April 16, 2019 BY: Troy Werner
When considering end-of-life planning, very few of us relish the idea of our loved ones spending the days after our passing inside a courthouse, hashing out details of what goes to whom. This procedure is the matter of probate. Even with the proper preparation of a living trust or will, the probate courts maintain rules and […]
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Estate Planning for Aging Singles

POSTED ON: April 12, 2019 BY: Troy Werner
With an increasing number of western adults choosing to spend their reproductive years in pursuit of careers, passions, and interests – and not buried in diapers, bottles, and college saving plans – the situation of Solo Aging has become a common theme within estate planning. In the United States, consistently declining birth rates – combined […]
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Preparing Now for the Death of Your Healthy Spouse

POSTED ON: April 10, 2019 BY: Troy Werner
For many, the subject of death is a taboo topic. Conjuring up images of scenarios where your loved one is no longer present can be traumatic. Due to the unpleasant nature of the idea, many put off making decisions to protect their financial future in the event of a loved one’s passing. They often realize, […]
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Will Your Heirs Wind Up in Probate Court?

POSTED ON: April 5, 2019 BY: Troy Werner
In a perfect world, our earthly passing would mean that family members come together and divide our belongings in a way that best meets the needs of each individual, while simultaneously adhering to the wishes that we lovingly conveyed before our death. In the actual world, events following our departure can give rise to chaotic […]
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Are You Making Full Use of a Living Trust? - Werner Law Firm

Are You Making Full Use of a Living Trust?

POSTED ON: March 27, 2019 BY: Troy Werner
Many people include living trusts in their estate planning for the purpose of avoiding the probate process. That’s a wise goal; probate is the legal machinations by which the state decides how a person’s assets ought to be distributed after a person dies. The process is draining for the deceased’s loved ones, beneficiaries, and executor, […]
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What Avoiding Probate Can't Change - Werner Law Firm

Avoiding Probate Is a Smart Strategy, But Here's What It Can't Change

POSTED ON: March 26, 2019 BY: Troy Werner
The goals of most who enter into estate planning is to avoid probate. The probate process is the legal mechanism by which the state takes control of a person’s assets and distributes it as it seems fit. This usually takes place in a district court or even a distinct probate court. It is costly and […]
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Don't Trust the Trustee? Exercise Inheritance Rights - Werner Law Firm

When You Don't Trust the Trustee, Exercise Your Inheritance Rights

POSTED ON: March 21, 2019 BY: Troy Werner
It’s right there in the name: Trustee. A trustee is someone who you and your family should be able to trust. But what happens when you can trust the trustee? Is there anything can you do? Exercising your inheritance rights is one way to legally claim what is yours if a trustee is acting irresponsibly […]
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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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