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Estate Planning Attorneys in Rocklin, CA

Estate planning isn’t just about what happens down the road—it’s about having a clear, intentional plan for how your property, medical choices, and personal legacy are handled now and in the years ahead. With the right documents in place, you maintain control, safeguard the people who matter most, and prevent courts from making decisions that should belong to you.

Whether you’re planning proactively or responding to life’s current demands, our attorneys are here to guide you with clarity and confidence.

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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 seasoned legal insight and a sincere commitment to the people we serve. We know that preparing for your family’s future can feel overwhelming, which is why we approach every matter with clarity, empathy, and steady guidance. From straightforward wills to fully customized trust-based plans, our Roseville, CA estate planning attorneys work with you to create a strategy that provides confidence and long-term peace of mind.

    How We Can Help

    Estate Planning Services in Roseville, CA

    Our attorneys work with clients across Northern California to develop personalized plans that safeguard their assets, reduce tax exposure, and ensure their loved ones are cared for. Each document we draft is thoughtfully prepared with precision and aligned with your unique priorities.

    Living Trusts

    A living trust provides control of your assets while you remain living, but provides the benefits of a trust along the way. Ensure the smooth transfer of property to your beneficiaries after you pass. These trusts help avoid probate, ensure your wishes are carried out, and keep your private matters private.

    Explore Living Trusts

    Wills

    Your will instructs how your assets and property should be distributed after you pass away. It can also do other important things, like designate a guardian for any children and decide who will administer your last wishes. An updated and valid will prevents confusion or conflict between family members.

    Explore Will Services

    Power of Attorney

    A power of attorney lets you give another person power to handle your legal and financial matters, if you are unable to do so yourself. This makes sure that important aspects like managing property or paying bills occurs no matter what might happen.

    Explore Power of Attorney Services

    Advanced Healthcare Directive

    An advanced health care directive lets others know your preferences for medical treatment and end of life decisions if you cannot make the decisions yourself. This document provides needed clarity for family members about what you want, and helps you rest easy that there is guidance to make decisions as you would have.

    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.

    Meet Our Team

    Our Trusted Estate Planning Attorneys

    Our estate planning team offers extensive experience across both transactional work and contested matters, providing well-rounded guidance for a wide range of client needs. We value the long-term relationships we’ve built with individuals and families across Northern California 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

    FAQ’s

    Frequently Asked Questions About Estate Planning in Roseville, CA

    An estate plan is a structured set of legal documents that outlines how you want your financial and personal matters managed after you’re gone. While some individuals rely on a basic will, a full estate plan offers a more complete framework to help ensure your assets are transferred smoothly to the people who matter most. Estate planning in Roseville is also an opportunity to shape the legacy you wish to leave for your family and future generations.

    Anyone over the age of 18 benefits from having a clear plan in place to safeguard their assets and the people they care about. Because the complexity of an estate plan can vary widely based on the size and structure of your estate, working with a licensed estate planning attorney in Rocklin helps ensure your property is distributed according to your wishes.

    It’s generally wise to review your estate plan every three to five years. You should also revisit and update your documents whenever you experience major life changes. This could include  moving to a new state, purchasing a home, getting married or divorced, welcoming a child, or losing a named beneficiary.

    If you pass away without an estate plan, the fate of your assets is determined by California intestacy laws. Your property may be sent through probate, where a judge decides how everything is distributed, which can lead to outcomes you never intended.

    Estate Planning Resources

    Learn More About Estate Planning

    Stay informed with our latest insights and resources on estate law in California:

    • Three professionals in casual attire reviewing documents at a desk with a laptop.

      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…

    • Person signing a contract document at a wooden table with a judge's gavel nearby.

      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