Frequently Asked Questions

Estate Planning

Blog

Effect of Bankruptcy on Estate Planning

by: James Filippi
Read More
Blog

Choosing a Trustee

by: James Filippi
Read More
Blog

Is a Handwritten Will Effective?

by: James Filippi
Read More
Blog

Important Things Your Agent Under a Medical Power of Attorney Needs to Know

by: James Filippi
Read More
Blog

Myths We Tell Ourselves About Estate Planning

by: James Filippi
Read More
Blog

Estate Planning Awareness Week: Having a Family Estate Plan

by: James Filippi
Read More

Satisfied Client Stories

Icon

We had a great experience. Jennifer and staff were very helpful and knowledgeable. It made our process extremely smooth and stress free.

Gayla T. | Sacramento, CA
Icon

Very pleased with the timely fashion adding our new home to our trust. We tried doing it ourselves but it ended up being a hair pulling situation.

JoAnn S. | Roseville, CA
Icon

Excellent knowledge and handled my issues superbly.

Rick R. | Fairfield, CA
Icon

Very good service, I am happy with my decision, the service Bryan Walters provided was great, friendly and easy to understand. The whole process went very well and fitted with my schedule.

Trang T. | Roseville, CA
Icon

I Highly recommend this firm.

Russell O. | Rocklin, CA
Icon

Professional, detailed, helpful, patient and flexible.

Kerry L. | Granite Bay, CA

Contact Us