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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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How to Create and Estate Plan with a Blended family?

How to Create an Estate Plan with a Blended Family?

POSTED ON: November 18, 2024 BY: Troy Werner
Money matters can get complicated when two families unite. Planning is key.
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Millennials Need Estate Planning

Millennials Need Estate Planning

POSTED ON: November 15, 2024 BY: Troy Werner
I thought planning for death or injury was something I wouldn’t have to worry about for many years. However, the truth is that anybody over 18 should consider it.
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What Is Needed for End-of-Life Planning?

What Is Needed for End-of-Life Planning?

POSTED ON: November 14, 2024 BY: Troy Werner
To ensure that you don’t become a burden to your family as you approach the end of your life, planning is essential.
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How Does Property Pass to Heirs in Estate Planning?

How Does Property Pass to Heirs in Estate Planning?

POSTED ON: November 8, 2024 BY: Troy Werner
By understanding how property actually passes, individuals can prepare holistic estate plans that will ensure that property transfers in the way intended.
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What's the Difference Between an Heir and a Beneficiary?

What's the Difference Between an Heir and a Beneficiary?

POSTED ON: October 16, 2024 BY: Troy Werner
Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
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Estate Planning Success Supported by Speaking with Heirs

Estate Planning Success Supported by Speaking with Heirs

POSTED ON: October 15, 2024 BY: Troy Werner
Because we are reluctant to discuss wills, many families only learn what their loved ones want to happen with their property after funeral services, and grief has made everyone fragile. A recent article from Success, “Will Power: Why Transparency in Estate Planning Matters,” explains how family members can share their wishes with loved ones during difficult times. People not used to dealing with large sums of money may not have plans for tax-efficient wealth transfer. This includes parents who have devoted their lives to saving for retirement and need a plan both to use their accumulated wealth and pass it…
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What’s the Primary Purpose of a Living Trust?

What’s the Primary Purpose of a Living Trust?

POSTED ON: September 20, 2024 BY: Troy Werner
Having the ability to pass on an inheritance to your loved ones is a beautiful thing. It's a chance to gift those you care about and add value to their life even after you're no longer here.
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How to Choose an Executor for Your Estate

How to Choose an Executor for Your Estate

POSTED ON: September 19, 2024 BY: Troy Werner
Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.
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Do You Need a Will and an Estate Plan?

Do You Need a Will and an Estate Plan?

POSTED ON: September 16, 2024 BY: Troy Werner
We all know death is inevitable, but planning for it can feel uncomfortable. Regardless of your age, one crucial step often overlooked is creating a will.
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How Does a Spousal Lifetime Access Trust Work?

How Does a Spousal Lifetime Access Trust Work?

POSTED ON: September 13, 2024 BY: Troy Werner
Trusts can help mitigate estate taxes and help beneficiaries avoid probate court after you pass away, all while ensuring your assets are managed according to your wishes.
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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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