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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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Should You Have a Revocable Trust?

Should You Have a Revocable Trust?

POSTED ON: December 27, 2023 BY: Troy Werner
There is a lot of confusion out there about the difference between a revocable and an irrevocable trust.
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Select What Kind of Trust Works Best for Your Estate Plan? What Kind of Trust Works Best for Your Estate Plan?

What Kind of Trust Works Best for Your Estate Plan?

POSTED ON: December 22, 2023 BY: Troy Werner
Trusts are common. However, there are numerous variations, and there is still considerable confusion about what is legal and what is not.
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Don’t Make These Estate Planning Mistakes

Don’t Make These Estate Planning Mistakes

POSTED ON: December 21, 2023 BY: Troy Werner
It can be difficult to put a value on a lifetime of accumulation—your money, your home, its furnishings, souvenirs from vacations and treasured gifts from your family. It’s a joy to collect these items over the years. However, too few consider what will happen to it all when they’re no longer around.
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What Does the Executor of an Estate Do?

What Does the Executor of an Estate Do?

POSTED ON: December 14, 2023 BY: Troy Werner
Dealing with death is never easy and overseeing the estate can be complicated. However, staying organized can help you manage things smoothly.
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Pitfalls of Do-It-Yourself Estate Planning: Should I Use a DIY Trust?

Pitfalls of Do-It-Yourself Estate Planning: Should I Use a DIY Trust?

POSTED ON: December 12, 2023 BY: Troy Werner
Estate planning is a critical component of financial stability, ensuring that your wishes are honored in life and after death. In this digital age, online platforms offering do-it-yourself legal documentation have gained popularity, tempting many to wonder, "Should I use a DIY trust?" While these services seem convenient and cost-effective, they often fall drastically short of a reliable estate plan created by a seasoned attorney. Using a DIY trust can lead to numerous legal complications, emotional distress and financial loss. Do You Need a Will or a Living Trust? Understanding the Difference A living…
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How Does a Living Trust Protect Your Legacy

How Does a Living Trust Protect Your Legacy

POSTED ON: December 5, 2023 BY: Troy Werner
A living trust won't be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider.
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Why You Should Put Your House in a Trust

Why You Should Put Your House in a Trust

POSTED ON: December 4, 2023 BY: Troy Werner
Putting a home into a trust has several benefits, from avoiding the lengthy probate process to providing potential tax advantages. This article discusses some of the intricacies of trusts and the importance of consulting with an experienced estate planning attorney. What Is a Trust and Why Is It Important? A trust is a legal arrangement where one person (the grantor) transfers ownership of their assets, like a house, to a trustee. The trustee holds and manages these assets on behalf of the named beneficiaries. One main benefit of putting property in a trust is to avoid probate, which can be…
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Why You Should Coordinate the Team Behind Your Estate Plan

Why You Should Coordinate the Team Behind Your Estate Plan

POSTED ON: November 29, 2023 BY: Troy Werner
Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.
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Make Sure These Documents are Part of Your Estate Plan

Make Sure These Documents are Part of Your Estate Plan

POSTED ON: November 24, 2023 BY: Troy Werner
Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out.
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Can You Amend a Will or a Trust?

Can You Amend a Will or a Trust?

POSTED ON: November 22, 2023 BY: Troy Werner
Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
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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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