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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.

How Small Estates Can Bypass Probate - Werner Law Firm

How Small Estates Can Bypass Probate

POSTED ON: March 18, 2019 BY: Troy Werner
It’s easy to assume that people with small estates can skip thinking about end of life documentation or estate planning. After all, if you do not have millions to disburse, why bother? However, any person with even the most minor collection of possessions has an estate at his or her disposal; if you have a […]
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Estate Planning for the Young and Childless - Werner Law

Estate Planning While You're Young, Healthy & Childless

POSTED ON: March 15, 2019 BY: Troy Werner
In the early stages of a career or marriage, it’s easy to put off estate planning. You may be struggling under student loans or a new mortgage, and think that since you have no dependents, there is no reason to worry about who you will leave behind in the event of your death. However, establishing […]
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Claiming Benefits & Property Without Probate - Werner Law Firm

Claiming Benefits & Property Without Probate

POSTED ON: March 11, 2019 BY: Troy Werner
In the midst of activity and grief after the death of a loved one, no one wants to think about drawn out, expensive legal proceedings, especially if it means giving the state control over your loved one’s assets. If you find yourself in this difficult situation, it may help to know that not all assets […]
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Having "the Talk" About End-of-Life Planning - Werner Law Firm

Having "the Talk" About End-of-Life Planning

POSTED ON: February 28, 2019 BY: Troy Werner
One of the most upsetting aspects of growing older is switching roles with parents. Many adult children become distressed upon finding themselves caring for an aging parent. Although help might be needed, parents are often reluctant to relinquish any control to their children, who they may regard as unable to understand their frustrations. Others may […]
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Gain Peace of Mind with a Living Trust - Werner Law Firm

Gain Peace of Mind with a Living Trust

POSTED ON: February 25, 2019 BY: Troy Werner
Future goals of making an estate plan now include avoiding probate later, as well as keeping estate taxes at bay. What most people don’t realize is that estate planning can be useful while they are still alive. One way of maintaining control of your assets, while still providing for loved ones after your death, is […]
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Three Things to Do When a Parent Dies

POSTED ON: February 19, 2019 BY: Troy Werner
The death of a parent can be one of the most traumatic moments of a person’s life, whether it happens in one’s childhood or adult years. It may occur suddenly, or after a long illness, even after the parent no longer holds any memory of who the child is. The complexity of parent-child relationships can […]
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Estate Planning for Single Parents - Werner Law Firm

Estate Planning for Single Parents

POSTED ON: February 14, 2019 BY: Troy Werner
Estate planning can be difficult for any parent, but single parents, without a spouse to inherit and take custody of children, must take special precautions when making wills and other end-of-life arrangements. While these documents can be changed (except in the case of an irrevocable trust), they should reflect your reality as a single mom […]
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Avoiding Probate & Helping Your Inheritors

POSTED ON: February 11, 2019 BY: Troy Werner
One of the biggest reasons people conduct estate planning is for avoiding probate court and to care for their loved ones. More than any physical object, it is the best possible way to ease your family to the reality of life without you. Undertaking estate planning with the guidance of a legal professional is the […]
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Resolve to Protect Your Loved Ones with a Will - Werner Law Firm

Resolve to Protect Your Loved Ones With a Will

POSTED ON: February 5, 2019 BY: Troy Werner
How are you New Year’s resolutions going? They can be difficult to adhere to, often because they usually involve a drastic lifestyle change, or undergoing a demanding or time-intensive activity. But if you resolved to take better care of your family in the new year, the good news is that there is a way to […]
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Four Tax Changes to Know to Avoid a Surprise in 2019 - Werner Law Firm

Four 2019 Tax Changes to Know

POSTED ON: January 28, 2019 BY: Troy Werner
It can be frustrating and work-intensive enough to plow through tax preparation. But completing the forms, then having to redo the work because you weren’t aware of tax law changes is even worse. Knowing current 2019 tax law is the best way to avoid either slipping up on your return or making costly, time-consuming mistakes. […]
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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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