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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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What are the Important Steps in the Estate Planning Process?

What are the Important Steps in the Estate Planning Process?

POSTED ON: February 27, 2024 BY: Troy Werner
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder most people procrastinate creating one.
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The Pitfalls of Adding a Child to Your Home's Deed

The Pitfalls of Adding a Child to Your Home's Deed

POSTED ON: February 26, 2024 BY: Troy Werner
While adding a child to your home's deed might seem straightforward to manage your estate, it's fraught with potential problems and complications. This article reviews the implications and alternatives to adding a child to your home’s deed, with the goal of ensuring your estate plan is effective, efficient, and aligned with your long-term intentions.
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Estate Planning for Unmarried Couples or Non-Traditional Families

Estate Planning for Unmarried Couples or Non-Traditional Families

POSTED ON: February 20, 2024 BY: Troy Werner
Estate planning is essential for unmarried couples and non-traditional families, offering vital protection and recognition for partners and loved ones. This article explores key elements, from wills and trusts to tax implications and blended family considerations, tailored to the unique needs of these groups. By working with experienced estate planning professionals, individuals can ensure their wishes are honored and their families are safeguarded, regardless of marital status or family structure.
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Key Considerations to Transfer Property after Death

Key Considerations to Transfer Property after Death

POSTED ON: February 19, 2024 BY: Troy Werner
Navigate the complexities of transferring property after death with strategic estate planning. From understanding probate and the role of wills to exploring living trusts and beneficiary designations, this article offers key insights and considerations for safeguarding your assets, honoring your wishes, and creating a tailored plan with the guidance of experienced estate planning professionals.
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Select Estate Planning When a Loved One Needs Hospice Care Estate Planning When a Loved One Needs Hospice Care

Estate Planning When a Loved One Needs Hospice Care

POSTED ON: February 16, 2024 BY: Troy Werner
While last-minute estate planning poses challenges, some steps can be implemented to tackle crucial considerations.
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What Questions Should You Ask an Estate Planning Attorney?

What Questions Should You Ask an Estate Planning Attorney?

POSTED ON: February 15, 2024 BY: Troy Werner
Estate planning is not as simple as executing a will.
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How to Find Out If a Person has a Will

How to Find Out If a Person has a Will

POSTED ON: February 14, 2024 BY: Troy Werner
Estate planning is a crucial aspect of financial management, ensuring that an individual’s assets are distributed according to their wishes after their passing. One key document in estate planning is a “last will and testament,” commonly known as a will.
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Understanding Totten Trusts: A Guide to Payable on Death Accounts and Avoiding Probate

Understanding Totten Trusts: A Guide to Payable on Death Accounts and Avoiding Probate

POSTED ON: February 5, 2024 BY: Troy Werner
This article aims to provide you with a detailed understanding of Totten Trusts, a vital component in estate planning that can significantly simplify the process of transferring assets upon death. Let’s explore how Totten Trusts can help you avoid the lengthy probate process and ensure a smooth transition of your assets…
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How Do You Stop Family Fights over Inheritance?

How Do You Stop Family Fights over Inheritance?

POSTED ON: January 29, 2024 BY: Troy Werner
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
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Don't Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters

Don't Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters

POSTED ON: January 26, 2024 BY: Troy Werner
Estate planning: two words that encapsulate the entirety of your life’s work and the legacy you wish to leave behind. It is a profound yet often misunderstood aspect of personal finance and legal preparedness. As an experienced estate planning attorney, I’ve seen firsthand the turmoil and heartache…
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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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