Estate Planning & Probate

Rocklin, California

Estate planning & Probate services for your family’s needs

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No matter how simple or complicated your legal needs may be, Filippi Law Firm, P.C. is here to help. The future is inherently uncertain. Planning your estate can provide you and your family with much-needed peace of mind, financial security, and control. Understanding your life and end of life goals will allow us to provide you with a comprehensive estate plan that fits your needs while meeting California Estate Planning laws. 

Our founder, Jim Filippi, has always had a passion for law and community service. Before becoming a lawyer, Jim was a police officer in the state of California. Whether as an officer or now as an estate planning attorney, his goal has been the same: To serve.

At Filippi Law Firm, P.C., we are committed to helping Rocklin, California families plan for their future. Your loved ones deserve to feel protected—today, tomorrow, and beyond. Don't just take our word for it; see what our clients have to say about us.

For more information or to schedule a consultation, contact our law offices today.



Estate Planning Services

With estate planning, you can ensure that your loved ones are taken care of and that the transfer of your property is done seamlessly. It's also the time when you decide how to provide for your children once you are gone.

You will want somebody who will consider your specific circumstances and provide you with a comprehensive plan for all your financial needs. In addition, having an estate plan will give you peace of mind knowing your wishes will be executed. 

Attorney Filippi has a wealth of information and the experience to guide you through the estate planning process. He will do everything possible to help you leave the legacy you deserve. 

Revocable Living Trust Services

“The most significant advantage of a trust is the ability to pass assets upon your death without involving the probate court process.  The ownership, or beneficial interest, will pass immediately upon your death by operation of law rather than by order of the probate court. 

Other advantages include tax savings, protecting assets from creditors, financially supporting others, or making charitable donations for years to come. 

Any well-designed estate plan should include a trust for these reasons and a whole lot more.”

Will Services

Having a will provides you with the opportunity to make decisions for yourself and your loved ones when it comes time. A last-minute document can help keep things clean, but if nothing is done at all, then everything falls into chaos once again.

It's essential to have your will written and in place before the time of your death. It's also equally important to what your will contains, such as from the power of attorney rights for those left behind to the instructions for whoever will receive custody over any children or pets.

Durable Power Of Attorney

Appointing a power of attorney when one is sick or disabled can help ensure that all legal decisions are made in the best interest of their health. This makes medical care more manageable and more available while maintaining financial stability for them as well. 

Appointing a power of attorney is a legal procedure giving one person the authority to represent another. The agent can have limited or expansive control over their principal's affairs, depending on what they are given explicit permission to do in the POA agreement.

Advanced Healthcare Directive Services

An advanced directive lays out important details for the people who will need to make critical decisions on behalf of someone else, such as healthcare providers or family members, if they cannot do so themselves. 

For example, it helps explain what kind of treatment an individual would want when faced with a life-threatening illness or injury by indicating their wishes ahead of time rather than through discussion during times like these. 

HIPAA Authorization Services

As the HIPAA Privacy Rule permits certain entities to use or disclose personal health information in some circumstances without a person's consent, it is critically important that all covered entities and business associates have written rules of behavior for signing an authorization form. 

Without this document, these companies could be found liable if they violate privacy laws by making unauthorized disclosures with someone else's health information.

Probate Services

Probate is the legal process of reviewing a will and determining whether it is authentic. The term also refers to general administration for a deceased person's estate without a will or executor named in their wills after they die.

Probating an asset-holder involves collecting assets and distributing them among beneficiaries as part of the probating process.

Trust Administration Services

The job of the trustee is to oversee assets for a trust. This includes protecting them and using them per the instructions given by those who established this type of arrangement. 

The duties will vary depending on what was put into place when it was first created, but all trustees have one goal: protect their trust's holdings while also making sure that they're used as desired by its creators.

“Absolutely one of the most honest people in the industry"



They were very professional and completed what I needed in a timely manner.



Jim guided us through the entire process and always answered our questions with a thorough explanation.


Granite Bay

News & Updates

FIlippi Law Blog

By Jim Filippi 26 Jul, 2022
If you have no idea about the estate tax laws in California, this post is perfect for you. Understand how it works, the exemptions, and how you can get tax relief.
By Jim Filippi 20 Jul, 2022
It's not only the rich or the old people who need to have a living trust. Read this post to learn how you can set up a living trust in Sacramento, CA.
By Jim Filippi 15 Jul, 2022
Having an estate plan helps in ensuring a better future for your loved ones. Read this post and find out 10 reasons why you need to get an estate plan now.
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