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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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Pros and Cons of Probate in Estate Planning

Pros and Cons of Probate in Estate Planning

POSTED ON: May 20, 2024 BY: Troy Werner
The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.
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How Younger Adults Take Charge of Estate Planning

How Younger Adults Take Charge of Estate Planning

POSTED ON: May 14, 2024 BY: Troy Werner
Conventional wisdom casts trusts, wills and estate plans as the exclusive domain of the ultra-rich. Supporting this notion, data reveals that two-thirds of Americans lack an estate plan, a figure that climbs higher to 80% among Gen-Zs.
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Select Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential

Why Estate Planning for Veterans and Active Military Is Important and What Documents Are Essential

POSTED ON: May 13, 2024 BY: Troy Werner
This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
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What Is the Primary Purpose of a Revocable Trust?

What Is the Primary Purpose of a Revocable Trust?

POSTED ON: May 9, 2024 BY: Troy Werner
Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.
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An Estate Plan Question How Do My Heirs Receive Their Money?

An Estate Plan Question: How Do My Heirs Receive Their Money?

POSTED ON: May 7, 2024 BY: Troy Werner
This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.
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Why is a Will Important?

Why is a Will Important?

POSTED ON: April 29, 2024 BY: Troy Werner
While many people put off wills until the unattainable ‘later,’ many others simply fail to create a will because they do not really understand what and how the document works.
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Why Estate Planning Is Essential for Small Business Owners

Why Estate Planning Is Essential for Small Business Owners

POSTED ON: April 18, 2024 BY: Troy Werner
Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.
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Would Your Family Benefit from a Living Trust?

Would Your Family Benefit from a Living Trust?

POSTED ON: April 9, 2024 BY: Troy Werner
Living trusts avoid the costs and time associated with the probate process. They’re also private documents, unlike wills filed with courts. They can be more easily amended as circumstances change.
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Do Not Neglect Digital Estate Planning

Do Not Neglect Digital Estate Planning

POSTED ON: April 8, 2024 BY: Troy Werner
If you don’t have a written plan in place, all sorts of things could snowball, starting with your heirs or caretakers not having log-in credentials to access your online accounts.
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What Is the Purpose of a Living Trust?

What Is the Purpose of a Living Trust?

POSTED ON: April 5, 2024 BY: Troy Werner
A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.
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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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