
Plan with Confidence. Protect What Matters Most
Estate Planning Attorneys in Granite Bay, CA
Estate planning goes far beyond preparing for the distant future. It’s about creating a thoughtful, wellstructured plan for how your assets, health care decisions, and personal legacy are managed today and in the years to come. With the proper documents in place, you stay in control, protect the people who matter most, and avoid leaving critical decisions in the hands of the courts.
At Filippi Law Firm, P.C., our Granite Bay estate planning attorneys help you meet deadlines, plan your estate, and much more.
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Proven Trust & Recognition
Where Legal Excellence Meets Personal Care
100+ 5-Star Google Reviews
Trusted by Northern California Families & Businesses
Award-Winning Legal Team Committed to Your Peace of Mind
At Filippi Law Firm, we pair seasoned legal experience with a genuine dedication to the clients who rely on us. We understand that planning for your family’s future can feel daunting, which is why we handle every matter with clarity, compassion, and steady support. Whether you need a simple will or a fully tailored trustbased plan, our Roseville, CA estate planning attorneys work closely with you to build a strategy that offers confidence and lasting peace of mind.
How We Can Help
Estate Planning Services in Granite Bay, CA
Our attorneys work with clients across Northern California and in the Granite Bay area to help them build a comprehensive estate plan that works for them.
Living Trusts
A living trust allows you to manage and benefit from your assets during your lifetime while setting up a clear plan for what happens afterward. It streamlines the transfer of property to your beneficiaries and helps your family avoid the delays and costs of probate. By using a trust, you maintain privacy and ensure your instructions are followed without court involvement.
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Wills
A will outlines how you want your property and personal belongings distributed when you pass away. It also lets you name guardians for minor children and appoint someone you trust to carry out your final wishes. Keeping your will current reduces uncertainty and helps prevent disputes among loved ones.
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Power of Attorney
A power of attorney authorizes a trusted person to manage your financial and legal affairs if you become unable to do so. This ensures that essential tasks, such as handling accounts, paying bills, or managing property, continue smoothly, even during unexpected circumstances.
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Advanced Healthcare Directive
An advanced health care directive communicates your preferences for medical care and endoflife decisions if you cannot speak for yourself. It provides clarity for your family and medical team, ensuring your values and wishes guide the choices made on your behalf.
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Ready to Get Started?
Estate planning doesn’t have to be stressful. With the right legal guidance, you can feel confident that your wishes will be honored and your loved ones protected. Schedule a free consultation today to start building a plan that reflects your values and provides lasting peace of mind.
Our Process
When Do You Need an Estate Plan?
Estate planning isn’t only for later in life. Certain milestones make it especially important to have a plan in place:
Marriage
Consider creating a will, trust, or an incapacity plan to protect your assets and ensure end-of-life care is clear and spelled out.
Children
Having a family is the perfect time to update your estate plan to ensure assets are passed down and legal guardianship is clear.
Start a Business
A trust or business succession plan can help make it easier to control your business, tax planning and privacy purposes.
Asset Accumulation
As you accumulate assets in your lifetime, it may be necessary to set up a trust to avoid probate and make sure your assets are protected.
Divorce / Remarriage
A divorce or remarriage is the perfect time to change power of attorney, update estate plans and incapacity plans.
Retirement
This milestone is a good time to make sure your estate plan is up to date—and to prepare for the years ahead.
The Elder Years
As you get older, it’s important to continue to make sure affairs are in order, and your estate plans and incapacity plans are up to date.
The Filippi Difference
Why Choose Filippi Law Firm, P.C.?
Comprehensive Expertise
Our team handles every part of the estate planning process, from wills and trusts to health directives and powers of attorney.
Local Knowledge
We’re proud to serve families throughout Rocklin and Northern California, with deep understanding of California’s estate and tax laws.
Personalized Service
You’ll work directly with an attorney who takes time to understand your goals and explain every document clearly.
Free Consultations
You’ll work directly with an attorney who takes time to understand your goals and explain every document clearly.
When you work with Filippi Law Firm, you gain more than an estate planning attorney. You gain a long-term partner who will help you protect your assets, reduce stress, and build a secure foundation for your family’s future.
Meet Our Team
Our Trusted Estate Planning Attorneys
Our estate planning team brings deep experience in both transactional matters and complex disputes, allowing us to offer balanced, practical guidance for a wide range of client needs. We take pride in the longstanding relationships we’ve built with individuals and families throughout the Granite Bay area.
FAQ’s
Frequently Asked Questions About Estate Planning in Granite Bay, CA
An estate plan is a coordinated set of legal documents that explains how your financial affairs, personal matters, and property should be handled after your passing. While some people rely solely on a will, a comprehensive estate plan provides a more complete roadmap to ensure your assets are passed on smoothly and according to your wishes.
Every adult over 18 benefits from having clear instructions in place to protect their assets and the people they care about. Because the level of detail needed can vary based on your circumstances, partnering with a licensed estate planning attorney in Granite Bay helps ensure your documents reflect your goals and that your property is ultimately distributed the way you intend.
Most professionals recommend reviewing your estate plan every three to five years. You should also update your documents whenever you experience a significant life change, such as:
Relocating to a new state,
Buying a home,
Getting married or divorced,
Welcoming a child, or
Losing someone named in your plan.
If you pass away without an estate plan, California’s intestacy laws determine who receives your property. Your estate may go through probate, where a judge makes decisions about distribution, often resulting in outcomes that don’t reflect your preferences.
Estate Planning Resources
Learn More About Estate Planning
Stay informed with our latest insights and resources on estate law in California:
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What is probate?
When someone dies, they often leave behind assets that must be disbursed and debts that must be paid. The process…
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Trustee vs. Beneficiary in California Trusts: What People Commonly Get Wrong
In Rocklin and Roseville, we see the same scene play out over and over. A parent passes away. The family…
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Holding Title to Real Estate in California: Common Mistakes That Can Undermine Your Estate Plan
If you own a home in California, there’s a good chance your estate plan rises or falls on a single…
Areas We Serve
Estate Planning Services for Local Northern California Families
We’re honored to help families across the area create thoughtful, customized estate plans. Whether you’re planning ahead or updating an existing plan, we work with clients throughout:


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Start Your Estate Plan Today
Protecting your family and your future starts with a plan. Work with Filippi Law Firm to create an estate plan that gives you confidence and lasting peace of mind.












