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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.

"Living Trust Mills" Have Many Faces of Fraud - Werner Law Firm

The Many Faces of "Living Trust Mills"

POSTED ON: November 30, 2018 BY: Troy Werner
We all know it’s important to provide care for our loved ones after we’re gone. For some that means to leave a legacy to our favorite charity to help sustain causes we’ve supported throughout our lives. We know we need to leave a valid will and maybe even a living trust to avoid probate, but […]
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Pour-Over Wills

What Are Pour-Over Wills, How Do They Work?

POSTED ON: November 28, 2018 BY: Troy Werner
Pour-over wills provide peace of mind for both you and anyone else who stands to inherit all or part of your estate. They are so named because any assets not specified in a valid last-will-and-testament will “pour over” into a living trust, and thereby into the hands of the intended recipient(s). How Are Pour-Over Wills […]
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Can Life Estate Deeds Be Changed or Terminated? - Werner Law Firm

Can Life Estate Deeds Be Changed or Terminated?

POSTED ON: November 26, 2018 BY: Troy Werner
While it’s not as easy as popping online and quickly changing a life insurance beneficiary, life estates can indeed be changed or terminated. It’s best to have responsible legal representation to guide you through the process and, if possible, be on good terms with everyone involved in the transaction.   What Is a Life Estate […]
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Heggstad Petition

Filing a Heggstad Petition in California

POSTED ON: November 19, 2018 BY: Troy Werner
If you have inherited property in California, you may have encountered a Heggstad petition. While finding an error, omission, or oversight in a loved one’s estate planning can be upsetting, a properly filed Heggstad petition can avoid a lengthy probate process. Discussing the details of a Heggstad petition with your family and ensuring that they, […]
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Estate Planning Before Vacationing: 4 Smart Must-Dos - Werner Law Firm

Estate Planning Before Vacationing: 4 Smart Must-Dos

POSTED ON: November 14, 2018 BY: Troy Werner
No one wants to worry while on vacation, particularly about matters regarding estate planning. But by following a few suggestions, you can embark on your well-deserved rest worry-free, confident that every detail regarding your family’s security is attended to. Here are four estate planning items to wipe from your to-do list before stepping in the […]
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When Living Trust and Estate Planning, One Size Does NOT Fit All - Werner Law Firm

When Living Trust and Estate Planning, One Size Does NOT Fit All

POSTED ON: October 31, 2018 BY: Troy Werner
A living trust is a complicated estate planning document meant to provide an individual with a large and complex estate the means through which to plan their family's inheritance, in a way that affords greater flexibility than a last will and testament or most other documents. Trusts are drafted and signed by a grantor and […]
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Creating a Living Trust in California - Werner Law Firm

How to Create a Living Trust in California

POSTED ON: October 30, 2018 BY: Troy Werner
Less than a third of American adults have their estate in proper order, with a plan in place to ensure that should anything happen, their family can rest assured that a major source of stress and strife has been eliminated. The misconception that estate planning is only for the old and wealthy needs to be […]
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Estate Planning: A Guide to the Softer Side - Werner Law Firm

A Guide to the Softer Side of Estate Planning

POSTED ON: October 29, 2018 BY: Troy Werner
When all is said and done, estate planning is most often thought of as a way to secure your assets for future generations. When people think “estate planning,” they think of wills and trusts, drafted to make the most of what you have after you pass away, so that your family can preserve your financial […]
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What Happens When a Will and a Deed Conflict? - Werner Law Firm

What Happens When a Will and a Deed Conflict?

POSTED ON: October 22, 2018 BY: Troy Werner
When a person passes away, a will is meant to clear the air on how their possessions would pass onto their descendants. Wills are meant to avoid the difficulties and confusion surrounding an intestate death, wherein the state decides how property is divided based on its probate code. But there are cases when a will […]
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How to Build an Estate Plan for Your Pet - Werner Law Firm

How to Build an Estate Plan for Your Pet

POSTED ON: October 15, 2018 BY: Troy Werner
The domestication of other animals is one of the distinguishing characteristics of the modern human species, and rather than simply exploit other animals, we’ve been forging bonds and friendships with animals for countless lifetimes. To many, pets are every bit as much a family member as a sibling or cousin, and they deserve to be […]
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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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