Frequently Asked Questions

Estate Planning

Blog

The Horrors of DIY Estate Plans

by: James Filippi
Read More
Blog

The Power of Estate Planning and Trusts for Modest Estates

by: James Filippi
Read More
Blog

How to Minimize Trust Administration Costs and Streamline the Process

by: James Filippi
Read More
Blog

California Estate Planning: What Is a QTIP Trust?

by: James Filippi
Read More
Blog

How Does Divorce Affect an Estate Plan?

by: James Filippi
Read More
Blog

Estate Plan After Purchasing Your First Home

by: James Filippi
Read More

Satisfied Client Stories

Icon

The team of Filippi Law are kind, sincere and thorough in their work. They helped us work through our trust administration of our family member, to create our own trust, and any other issues that came up along the way. We appreciate their time and their willingness to explain the process in the detail. They also helped us with needed referrals for anything else. We would highly recommend their insight to anyone.

Elizabeth G. | Sacramento, CA
Icon

Jen helped us figure out the nuances of the different state laws to help with setting up the will and distribution to family members. She found issues with our previous will/trust that were corrected and offered updates to the new laws. We are very pleased with the final product and my mother feels that her wishes have been heard and met.

Susan S. | Roseville, CA
Icon

I worked with a few different people throughout the trust distribution process and everyone was very helpful and pleasant to work with.

Nicole H. | Fort Collins, CO
Icon

Best firm I’ve ever had represent me both personally and professionally. Jim and the team lead the way!

Brandon M. | Rocklin, CA
Icon

We found the Filippi Law Firm in Yelp and we were so lucky to have found them. Both Jen and Jim were kind and patient, explaining the process and addressing our concerns with a cost we felt was appropriate for the quality of the work. At all times we felt supported in the process and it could not have gone better. If you need this kind of work do yourself a favor and reach out to these folks for help. You won’t regret it.

Ron G. | Sacramento, CA
Icon

Jenn helped us with a trust account for my parents. She is very polite and thorough at doing her job she answered every question. My parents had and made them feel very welcome there. If we ever had to use the office again, we would .

Mark L. | California

Contact Us