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Plan with Confidence. Protect What Matters Most

Estate Planning Attorneys in Lincoln, CA

Estate planning is about much more than preparing for what happens someday in the future. It involves putting together a clear, intentional framework for how your property, medical choices, and personal legacy will be handled both now and as life evolves. With wellcrafted documents in place, you maintain control, safeguard the people who matter most, and prevent courts from making decisions that should reflect your own wishes.

At Filippi Law Firm, P.C., our Lincoln, CA estate planning attorneys help you create a comprehensive plan that meets your needs.

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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 bring together extensive legal experience and a sincere commitment to the people who trust us with their planning needs. We know that preparing for your family’s future can feel overwhelming, so we approach every matter with clarity, empathy, and steady guidance. Whether you’re looking for a straightforward will or a fully customized trustbased plan, our Lincoln, CA estate planning attorneys work closely with you to create a strategy that provides confidence and longterm peace of mind.

    How We Can Help

    Estate Planning Services in Lincoln, CA

    Our attorneys work with clients across Northern California and in the Lincoln area to help them create the exact right estate plan for their situation.

    Living Trusts

    A living trust lets you manage and use your assets throughout your lifetime while establishing a clear plan for how they’ll be handled after you’re gone. It provides a smoother, more efficient transfer of property to your beneficiaries and helps your family avoid the time and expense of probate. By choosing a trust, you keep your affairs private and ensure your wishes are carried out without the need for court oversight.

    Explore Living Trusts

    Wills

    A will sets out how you want your property and personal belongings to be distributed after your death. It also gives you the ability to name guardians for minor children and choose someone you trust to oversee your final affairs. Keeping your will updated ensures your intentions remain clear and helps minimize confusion or conflict among family members.

    Explore Will Services

    Power of Attorney

    A power of attorney gives a trusted individual the authority to handle your financial and legal matters if you become unable to manage them yourself. This allows important responsibilities, such as managing accounts, paying bills, or overseeing property, to continue without interruption, even in unexpected situations.

    Explore Power of Attorney Services

    Advanced Healthcare Directive

    An advanced health care directive outlines your preferences for medical treatment and endoflife care if you cannot communicate your wishes. It provides essential guidance to your loved ones and medical providers, ensuring decisions reflect your values and the type of care you want.

    Explore Advanced Healthcare Directives

    Schedule a Free Consultation

    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.

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    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 offers extensive experience across both routine planning matters and more complex disputes, giving clients practical, wellrounded guidance tailored to their needs. We value the longterm relationships we’ve built with individuals and families throughout the Lincoln, CA community and remain committed to serving them with consistency and care.

    • James Filippi

      CEO & Principal Attorney

    • Katia Colaprico

      Director of Operations & Managing Attorney

    • Tori Votino

      Associate Attorney

    • Mike Bishop

      Of Counsel Attorney

    • Courtney Filippi

      Director of Communication

    • David Emerson

      Paralegal & Legal Support Supervisor

    • Nichol Reigelman

      Paralegal

    • Melissa Bianco

      Administrative Assistant

    • Joelle Frechou-Vieira

      Administrative Assistant

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    Meet The Team

    Testimonials

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    FAQ’s

    Frequently Asked Questions About Estate Planning in Lincoln, CA

    An estate plan is a coordinated collection of legal documents that outlines how your financial affairs, personal matters, and property should be managed after your death. While some individuals rely only on a will, a complete estate plan offers a fuller framework to ensure your assets transfer efficiently and in line with your intentions.

    Every adult over 18 benefits from having clear, legally enforceable instructions that protect their assets and the people they care about. Because the level of detail needed varies from person to person, working with a licensed estate planning attorney in Lincoln helps ensure your documents accurately 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. Updates are also important whenever you experience a major life change, such as:


    • Relocating to a new state

    • Buying a home

    • Getting married or divorced,

    • Welcoming a child 

    • Losing someone named in your plan.

    Keeping your documents current ensures your plan continues to match your circumstances and priorities.

    If you pass away without an estate plan, California’s intestacy laws determine who inherits your property. Your estate may be required to go through probate, where a judge makes decisions about distribution. This often leads to results that do not reflect your personal wishes.

    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?

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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…

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    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:

    Rocklin

    Roseville

    Lincoln

    Granite Bay

    Loomis

    Citrus Heights

    Antelope

    Sacramento

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    Contact Us

    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.

    Start My Free Consultation Call Us Now