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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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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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How Does Probate Work?

How Does Probate Work?

POSTED ON: September 11, 2024 BY: Troy Werner
A new report, titled The State of Probate in America, finds many Americans badly misinformed about basic facts of probate.
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Select What are the Essentials of Estate Planning? What are the Essentials of Estate Planning?

What are the Essentials of Estate Planning?

POSTED ON: September 5, 2024 BY: Troy Werner
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
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Is It Common for Siblings to Fight Over Inheritance?

Is It Common for Siblings to Fight Over Inheritance?

POSTED ON: September 4, 2024 BY: Troy Werner
When there's bad blood over an inheritance, you can challenge the trustee—but try talking first.
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Smart Estate Planning In 13 Steps

Smart Estate Planning In 13 Steps

POSTED ON: September 2, 2024 BY: Troy Werner
Consider these 13 estate-planning moves, which may be as simple as designating a different IRA beneficiary or as complex as setting up a trust.
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Can You Get Around Probate?

Can You Get Around Probate?

POSTED ON: August 16, 2024 BY: Troy Werner
If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
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Single and Over 50? Estate Planning Is a Must

Single and Over 50? Estate Planning Is a Must

POSTED ON: August 15, 2024 BY: Troy Werner
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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How to Name a Beneficiary

How to Name a Beneficiary

POSTED ON: August 7, 2024 BY: Troy Werner
Naming a beneficiary is a crucial step in estate planning. It promotes your wishes after you’re gone, streamlines inheritance, and spares your loved ones undue stress.
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Heirs’ Property and Potential Landowners Issues in Inheritance through Probate

Heirs’ Property and Potential Landowners Issues in Inheritance through Probate

POSTED ON: July 30, 2024 BY: Troy Werner
Heirs' property creates unique landowners issues that disproportionately impact African American communities. These problems include unclear titles, tax issues and vulnerability to partition sales.
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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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