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Estate Planning Attorneys in Rocklin, CA

Handling a loved one’s estate can be daunting, particularly when you’re balancing grief with complex legal obligations. Whether you’re acting as a trustee or serving as a personal representative in probate, the role comes with significant responsibilities. It also comes with the risk of personal liability if something goes wrong.

At Filippi Law Firm, P.C., our Roseville, CA estate planning lawyers offer clear, step-by-step support throughout both probate and trust administration. Our attorneys help you understand your obligations, stay on top of required deadlines, and carry out each task with confidence, precision, and steady guidance.

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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

    Estate administration often arises during a difficult and emotional period. Our attorneys offer straightforward explanations, empathetic guidance, and practical support to help you carry out your duties while minimizing the risk of mistakes or unnecessary delays.

    How We Can Help

    Estate Administration Services in Roseville, CA

    We support executors, personal representatives, and trustees through every stage of probate and trust administration. From creditor notifications and tax filings to asset distribution and compliance requirements, our firm works to ensure the estate is managed accurately, efficiently, and in accordance with the law.

    Probate Administration

    Probate involves identifying and valuing assets, validating the will, taking care of debts and creditors, and filing require tax forms. Once that is all completed, probate administration requires distribution of assets to beneficiaries. This is a complex process with many important deadlines and requirements. We ensure you meet every step, avoid common mistakes, and that you avoid personal liability.

    Trust Administration

    We assist successor trustees with the administration of trusts. You are responsible for handling the trust assets, working with beneficiaries, and settling tax and creditor bills. Then, you must distribute the trust assets according to the instructions. This can seem daunting on your own, but legal guidance ensures its done smoothly and correctly.

    Fiduciary Guidance For Executors & Trustees

    Personal representatives and trustees both act as fiduciaries. They must act ethically, responsibly, and in the best interest of any beneficiaries. Our lawyers ensure you stay organized, file required notices, and shield you from personal liability.

    Additional Estate Planning Support

    We can help you update estate plans, create powers of attorney, and handle any estate disputes. No matter what you need, we are here to provide personalized and helpful legal representation.

    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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    Meet Our Team

    Our Trusted Estate Planning Attorneys

    Our estate planning attorneys bring extensive experience in both transactional and litigation matters. We take pride in creating strong, lasting relationships with our clients and are honored to serve families and business owners across Northern California.

    • 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

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    FAQ’s

    Frequently Asked Questions About Estate & Probate Administration in Roseville, CA

    Estate planning focuses on creating the legal documents and instructions that outline how your assets, health care, and legacy should be handled in the future. Estate administration is the process of carrying out those instructions after someone passes away, including managing assets, paying debts, and distributing property according to the plan or state law.

    You’re not legally required to hire an attorney, but the process can be complex, time-sensitive, and easy to mishandle without professional guidance. An experienced Roseville estate or probate attorney can help you meet your obligations, avoid costly mistakes, and ensure the estate is administered correctly.

    Most probate cases in California take 9 to 18 months, depending on the size of the estate and whether any complications arise. Disputes, creditor claims, tax issues, or the need to sell property can extend the timeline further. An experienced attorney may help reduce the time it takes.

    If a legal dispute arises during estate or probate administration, the matter may need to be resolved through mediation, negotiation, or formal court proceedings. These conflicts can delay the process, so an attorney can help protect your interests and work toward an efficient resolution.

    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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      Estate Planning Awareness Week: Having a Family Estate Plan

      In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing…

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      Understanding Trust Administration in Rocklin, CA

      A trust allows you to bypass California probate in many cases. This can save you months of time and thousands…

    • Yellow wooden stick with the text "PROBATE LAW" on a dark textured background.

      Understanding Probate Administration in Rocklin, CA

      After a person passes away, their estate may need to go through California probate. This process is called probate administration,…

    View All Insights

    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