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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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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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Can You Successfully Exclude a Family Member from Your Will?

Can You Successfully Exclude a Family Member from Your Will?

POSTED ON: November 16, 2023 BY: Troy Werner
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
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What’s the Latest with Lisa Marie Presley’s Estate?

What’s the Latest with Lisa Marie Presley’s Estate?

POSTED ON: November 13, 2023 BY: Troy Werner
Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.
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Should You Rethink Your Trust?

Should You Rethink Your Trust?

POSTED ON: October 30, 2023 BY: Troy Werner
While this is an admirable goal, a trust may not be the only way to avoid probate.
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What Happens When the Second Parent Passes?

What Happens When the Second Parent Passes?

POSTED ON: October 26, 2023 BY: Troy Werner
However, settling the second spouse's affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
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What’s Most Important in Estate Planning?

What’s Most Important in Estate Planning?

POSTED ON: October 24, 2023 BY: Troy Werner
In the next decade, 15% of American adults expect to receive an inheritance, according to the latest findings from the New York Life Wealth Watch survey. However, they’re not all confident they’ll be able to manage the funds. On average, adults who expect to receive an inheritance anticipate receiving $740,000. However, just 42% feel very comfortable handling that new wealth.
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Have Estate Plan Checkup before Heading to Warmer Winter

Have Estate Plan Checkup before Heading to Warmer Winter

POSTED ON: October 19, 2023 BY: Troy Werner
If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
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How Estate Planning Serves Tax Planning

How Estate Planning Serves Tax Planning

POSTED ON: October 13, 2023 BY: Troy Werner
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
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Do You Need a ‘Pour-Over’ Will

Do You Need a ‘Pour-Over’ Will?

POSTED ON: October 12, 2023 BY: Troy Werner
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
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Revocable Trusts Make Sense for Retirees

Revocable Trusts Make Sense for Retirees

POSTED ON: October 11, 2023 BY: Troy Werner
If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust.
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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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