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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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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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How Does a Revocable Trust Work?

How Does a Revocable Trust Work?

POSTED ON: March 27, 2024 BY: Troy Werner
The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.
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Estate Planning for Young Adults: Navigating Your Future with Confidence

Estate Planning for Young Adults: Navigating Your Future with Confidence

POSTED ON: March 15, 2024 BY: Troy Werner
Estate planning isn't just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they should include.
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How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

POSTED ON: March 12, 2024 BY: Troy Werner
Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
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A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

POSTED ON: March 11, 2024 BY: Troy Werner
Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.
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Executor of Will: Understanding Your Duties and Responsibilities

Executor of Will: Understanding Your Duties and Responsibilities

POSTED ON: March 4, 2024 BY: Troy Werner
Being an executor of a will is a significant responsibility, requiring dedication, integrity and, often, legal and financial proficiency. Whether you're preparing to serve as an executor, need to appoint one, or seek to create an effective estate plan, professional guidance can ensure that your estate is managed according to your wishes and the law.
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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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