Frequently Asked Questions

Estate Planning

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Understanding Durable Power of Attorney: Immediate vs. Springing Authority

by: James Filippi Jen Prioriello
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Filing a Statement of Beneficial Ownership Interest with FinCEN

by: James Filippi
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Lessons from a 2024 High-Profile Family Trust Dispute

by: James Filippi
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Leaving Your Estate for Charity: A Guide from an Estate Planning Law Firm

by: James Filippi
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Estate Planning With a Terminal Illness

by: James Filippi
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Estate Planning vs. Financial Planning

by: James Filippi
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Satisfied Client Stories

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Filippi Law made every step of creating our Trust easy and seamless. I would highly recommend them to anyone!

Annie B. | Mission Viejo, CA
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We came to Filippi Law Firm needing assistance with a probate matter. Along the way my wife and I decided to get our affairs in order as well. Having never been through either process we were not very knowledgeable and in need of serious guidance. Jen, Katia, David and the rest of the team have been very informative, helpful, caring and patient with us while we navigate this unexpected journey. Thank You team Filippi!!

Jerry H. | Antelope, CA
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Walking into the Filippi Law Firm you are greeted by a friendly and welcoming receptionist. Any concerns regarding picking the right law firm are quickly erased. Jim Filippi and his staff are friendly, knowledgeable, and professional. They are extremely knowledgeable in Estate Planning, the reason for my need of an attorney. After obtaining my estate information they quickly got to work on updating my Revocable Living Trust and associated documents. Their fees were extremely reasonable for the time and effort they put forth. I highly recommend the Filippi Law Firm.

Andrew G. | Granite Bay, CA
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I had a very good experience with this law firm. Bryan Walters is very knowledgeable and responsive. I’m sure he is an excellent representation of everyone at the Filippi Law.

Marina D.
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No nonsense, fair billing, got the job completed quickly.

Elizabeth B. | Newcastle, CA
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Jen Prioriello was very professional and easy to work with. She explained everything as we went so I would understand the process. I will definitely use them again.

Richard A. | Roseville, CA

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