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Category: Probate

Probate services refer to the legal services provided to individuals or families involved in the administration of a deceased person's estate. These services typically involve the court-supervised process of distributing the deceased person's assets and properties to their beneficiaries or heirs according to their will or state laws if there is no will. Probate services may include drafting and filing legal documents, representing clients in court, resolving disputes between beneficiaries, managing estate assets, and advising clients on tax implications and strategies for asset protection. The goal of probate services is to ensure that the estate is distributed in an orderly and fair manner while minimizing costs and maximizing the value of the estate for the beneficiaries. Probate services are often provided by lawyers, but may also be provided by other professionals such as estate planners or financial advisors.

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Millennials and Gen Z Need Estate Plans Now

Millennials and Gen Z Need Estate Plans Now

POSTED ON: December 19, 2024 BY: Troy Werner
Though ‘estate planning’ may bring to mind visions of rich families squabbling over the ancestral silver, it isn't just for the wealthy or older people, financial planners say.
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How to Avoid Estate Planning Mistakes in 2025

How to Avoid Estate Planning Mistakes in 2025

POSTED ON: December 17, 2024 BY: Troy Werner
If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.
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Make Life Easier for Heirs Get Your Estate Organized

Make Life Easier for Heirs: Get Your Estate Organized

POSTED ON: December 16, 2024 BY: Troy Werner
It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.
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How Estate Planning Cares for Future Generations

How Estate Planning Cares for Future Generations

POSTED ON: December 12, 2024 BY: Troy Werner
Sound estate planning can help minimize tax liabilities, protect assets from creditors and maintain family harmony by reducing conflicts among heirs.
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Planning to Protect Your Children’s Inheritance Asset Protection

Planning to Protect Your Children’s Inheritance: Asset Protection

POSTED ON: December 9, 2024 BY: Troy Werner
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
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When to Use a Pour-Over Will With a Revocable Trust

When to Use a Pour-Over Will With a Revocable Trust

POSTED ON: December 6, 2024 BY: Troy Werner
A pour-over will act as a safety net, directing any assets missed during your lifetime into a trust, ensuring that your wishes are honored.
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The Risks of DIY Wills: Why Legal Guidance Matters

The Risks of DIY Wills: Why Legal Guidance Matters

POSTED ON: December 4, 2024 BY: Troy Werner
DIY wills may seem affordable. However, mistakes in witnessing or unclear instructions can lead to costly probate and disputes, leaving your loved ones burdened.
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Why an Updated Estate Plan Is Critical, Especially Now

Why an Updated Estate Plan Is Critical, Especially Now

POSTED ON: November 27, 2024 BY: Troy Werner
This is the perfect time to get an estate plan in place, or if you have one already, to make sure your plan is updated for changes in the law and that it reflects your current intentions.
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Wealth Protection Through Estate Planning

Wealth Protection Through Estate Planning

POSTED ON: November 21, 2024 BY: Troy Werner
Estate planning is crucial and beneficial in many ways since it documents all your assets—from real estate, bank accounts, investments and business interests to personal items, like family heirlooms and even your monthly subscriptions.
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Can You Protect Your Heirs’ Inheritance from Creditors with Trusts?

Can You Protect Your Heirs’ Inheritance from Creditors with Trusts?

POSTED ON: November 20, 2024 BY: Troy Werner
Learn how trusts can protect your heirs' inheritance from creditors and safeguard your family's financial future.
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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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