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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.

Trustees' Deeds and Duties - Werner Law Firm

Trustees' Deeds and Duties

POSTED ON: September 28, 2018 BY: Troy Werner
A trustee is anyone managing a trust in the name of a grantor or trustor, for the benefit of a beneficiary. Trustees have a fiduciary duty to act in a trust’s beneficiary’s best interests, managing the trust until it is completed or terminated. This goes for living trusts and testamentary trusts, as well as deeds […]
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State Specific Requirements For a Last Will and Testament - Werner Law Firm

State-Specific Requirements for a Last Will and Testament

POSTED ON: September 24, 2018 BY: Troy Werner
The United States features 50 separate states, in addition to the federal district and 14 territories. Despite being a single country united under one flag, local laws can wildly vary from state to state. In some states, there are laws specifically against training a bear to wrestle (Alabama). In other states, a liquor store cannot […]
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What Constitutes a Breach of Fiduciary Duty in California? - Werner Law Firm

What Constitutes a Breach of Fiduciary Duty in California?

POSTED ON: September 20, 2018 BY: Troy Werner
Legal jargon can at times feel impenetrable to a layperson, thus removing any sense of relatability from the law, and making it obtuse and confusing. Yet the reality is that the law simply dictates proper conduct between individuals, either with other individuals or society. It sets guidelines and limits and enforces penalties on those that […]
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Estate Disputes

Avoiding Potential Estate Disputes

POSTED ON: September 18, 2018 BY: Troy Werner
Estate planning exists to prevent estates from going up in smoke throughout the process of transferring wealth after death. What is meant to be a time of grief and peace can turn into legal turmoil, familial subterfuge, and substantial amounts of time and money wasted. Estate disputes can fuel these spectacular losses, turning a routine […]
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Understanding the Laws of Intestacy Succession in California - Werner Law Firm

Understanding the Laws of Intestacy Succession in California

POSTED ON: September 10, 2018 BY: Troy Werner
Over half of all US adults do not have wills. Even among baby boomers (ages 54-71), roughly 60% of respondents have estate planning documents. It is only at around age 72 and older where the statistic jumps up to over 80% - yet as tragic as it may seem, about 20% of annual deaths occur […]
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5 Elements of a Well-Crafted Living Trust - Werner Law Firm

5 Elements of a Well-Crafted Living Trust

POSTED ON: September 5, 2018 BY: Troy Werner
When it comes to estate planning, living trusts are an incredibly reliable tool for ensuring that your estate is protected against probate, and ready to pass into the hands of your loved ones. However, setting up a living trust takes a little time, and a few resources. Let’s go over the basics of setting up […]
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A Guide to Estate Planning When You’re Young

A Guide to Estate Planning When You’re Young

POSTED ON: August 27, 2018 BY: Troy Werner
The time to start estate planning for the inevitable is not when you have retired, but when your life as an adult truly begins. We are all saddled with legal, personal, and financial responsibilities from our early 20s and onwards, from the right to vote and drink, manage our own financial decisions, and being held […]
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Avoiding Probate on Investments with a TOD

Avoiding Probate on Investments with a TOD

POSTED ON: August 23, 2018 BY: Troy Werner
Upon death, a person’s belongings pass through the probate process to clarify and establish the contents of the estate on record and determine who gets what. Without any documents indicating the decedent’s will, the state determines how an estate is distributed as per existing intestate laws. If a will exists, it passes through probate and […]
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Real Estate

Helpful Tips on How to Fund Real Estate Into a Trust

POSTED ON: August 20, 2018 BY: Troy Werner
A trust is only as valuable to you as what you are funding into it. Trusts in estate planning exist for the explicit purpose of providing an alternative to wills, and the probate process attached to them. If one disregards probate, then a trust confers minor benefits over a will, which is often deemed simpler […]
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FAQs About Living Trusts - Werner Law Firm

FAQs About Living Trusts

POSTED ON: August 14, 2018 BY: Troy Werner
Among the many ways to build an estate plan and prepare for the inevitable, the trust is arguably one of the more complicated options. A trust involves creating and legitimizing a legal agreement between two individuals for the benefit of a third, effectively creating an entity that temporarily possesses ownership over your properties and assets, […]
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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

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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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