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Create a Living Trust That Protects Your Legacy

Living Trusts in Rocklin, California

A living trust is one of the most powerful tools for protecting your assets and ensuring your wishes are carried out exactly as intended. It allows you to control your estate during your lifetime and helps your loved ones avoid the cost, delay, and publicity of probate.

At Filippi Law Firm, P.C., our Rocklin-based attorneys craft customized living trusts designed to safeguard your assets and simplify the process for your family.

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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 take pride in combining deep legal expertise with genuine compassion for our clients. We understand that creating a trust involves important family and financial decisions. Our goal is to make the process clear, efficient, and tailored to your specific situation—so you can feel confident your legacy is secure.

    Types of Trusts

    Types of Trusts We Can Help With In Rocklin, CA

    There’s no one-size-fits-all approach to estate planning. The right trust depends on your assets, your family, and your goals. Our attorneys will help you understand each option and build a plan that fits your needs.

    Revocable Living Trust

    A revocable living trust lets you maintain full control of your assets during your lifetime and make changes at any time. After your passing, it allows your estate to transfer privately—without court involvement—saving time and reducing expenses for your loved ones.

    Irrevocable Trust

    An irrevocable trust can’t be easily changed once it’s created, but it provides strong benefits for tax planning, asset protection, and charitable giving. This option is ideal for clients looking to minimize estate taxes or shield assets from future liability.

    Testamentary Trust

    A testamentary trust is created through your will and becomes effective after your death. It can help manage assets for minors or beneficiaries who may need long-term financial oversight and guidance.

    Special Needs Trust

    A special needs trust provides ongoing financial support for a loved one with disabilities while preserving their eligibility for government programs. It ensures your family member is cared for with dignity and stability throughout their life.

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    Ready to Get Started?

    Building a trust is one of the best investments you can make in your family’s future. Our attorneys will guide you through every step, from selecting the right trust structure to transferring your assets properly. Contact Filippi Law Firm today to schedule your free consultation, available by phone, Zoom, or in person at our Rocklin office.

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    Reasons to Have a Trust

    Why Have a Trust in California?

    Many Californians choose a living trust to avoid probate, a process that can take months and cost thousands in fees. A trust allows your assets to be distributed according to your wishes quickly and privately, without court supervision.

    Trusts also provide flexibility. They can hold real estate, business interests, retirement accounts, and even funds for charitable or educational purposes. Beyond the financial benefits, a trust gives you peace of mind knowing your loved ones won’t face unnecessary delays or complications.

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    Probate Court Avoidance

    One great reason to undertake the estate planning process is it prevents your loved ones from going through lengthy probate court proceedings. This will save your loved ones from dealing with the courts at an already challenging time of passing.

    There are also several expenses that come with probate, like court and attorney fees. A comprehensive estate plan will help your family avoid this headache.

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    Strategy & Document Review

    We evaluate your estate plan, assets, or probate documents to determine next steps and potential improvements.

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    Tailored Legal Solutions

    Whether it’s drafting estate documents, guiding you through probate, or representing you in litigation, our attorneys create a customized plan tailored to you and your family.

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    Implementation & Support

    We handle the details so you can focus on your family, providing ongoing guidance as your needs or circumstances change.

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    Preparing an Estate Plan & Living Trust

    What’s Included in an Estate Planning Package?

    When you work with Filippi Law Firm, you receive a complete, attorney-prepared estate plan. Every document is designed to work together to protect your assets and ensure your intentions are carried out.

    Revocable living trust

    The foundation of your plan. It establishes how your property will be managed during your life and distributed after your death.

    Personal property memorandum

    A simple document used to specify who should receive sentimental or smaller personal items, without having to amend your full trust.

    Assignment of personal property

    Transfers ownership of non-titled assets into your trust, making sure all property is properly covered.

    Declaration of trust

    Confirms the creation of your trust and identifies the trustee responsible for managing your assets.

    Certification of trust

    A summary version used when dealing with financial institutions, helping maintain your privacy while proving your authority as trustee.

    Trust transfer grant deed (if needed)

    Transfers real property into your trust, ensuring it passes directly to your beneficiaries and avoids probate.

    A living trust is one of the best tools you may use if you want to dodge the probate proceedings. With a living trust, your estate can be distributed in accordance with the terms of your trust agreement without the requirement for court supervision. By avoiding probate, you can keep your privacy intact, expedite and streamline the procedure, and eventually save a significant amount of cash.

    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

    • Marci Arredondo

      Of Counsel 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

    Testimonials

    Client Reviews

    • Barbara C. | Roseville, CA

      Everyone at the Filippi Law Firm is professional, kind and friendly. As an older woman by herself they were very helpful with everything I needed done for me. I highly recommend them to anyone needing an attorney in my situation.

    • R.L

      I want to thank you Filippi and your law firm I am extremely grateful for all the hard work and all your support and most of all thank you for making me feel like I was important as a client. Highly recommend Filippi Law firm. Respectfully, R.L

    • Christina E. | Granite Bay, CA

      Everyone I dealt with in this office was kind and professional. My attorneys Jim and Tori were exceptionally knowledgeable and helpful to me. Thank you Filippi Law Firm.

    • Judith E. | Roseville, CA

      So very appreciative of all the staff they are all amazing!!!! It took me a few years thinking about getting a trust. Once I met the team I was amazing how much knowledge and comfort they gave me then I was wondered what took me so long you ask? Well I found a 5 star…

    • Jeri S. | Lincoln, CA

      Mr. Filippi and Ms. Votino were prompt and professional. Tori was very respectful of my time which resulted in a quick process and a refund of more than what I expected from my original deposit. The potential plaintiff also received a significant amount less than what they were asking for regarding a real estate transaction….

    • Susan L. | Lincoln, CA

      We used Filippi Law firm for out trust needs. Everyone we worked with was professional, friendly and very thorough. Whether we met in person or virtually we never felt rushed and they took the time to explain everything to us. I would highly recommend them for your trust needs.

    • Renee T. | Loomis, Ca

      Filippi Law Firm was simply exceptional at revising my trust. It is the second time I’ve revised it and they did it for less than a quarter of what I paid for the first one (and this one was more complicated). I have no doubt this is my last revision as they were thorough and…

    • Robert Y. | Roseville, CA

      I really enjoyed meeting Jim Filippi and his team. Although, we had to hold off on doing our estate planning for now, we will definitely use Filippi Law Firm in the next year or two. Jim impressed me with his presentation, and his character. Jim came across as decent, humble, and honest. These are qualities…

    • Melvin S. | Granite Bay, CA

      My wife and I had a great experience at the Filippi Law Firm setting up our Family Trust. Everyone at the office was very professional, knowledgeable, and nice to work with. I highly recommend the Filippi Law Firm for any of your estate’s legal needs.

    • Connie B. | Lincoln, CA

      Selecting Filippi Law firm was perfect for my needs. Updating my Living Trust – every aspect of the document was clearly explained and my requests were met with sincere interest. And solutions offered to questions unanswered by the previous firm! The initial consultation was free of charge and not rushed in any way. I’m happy…

    • Robin B. | Lincoln, CA

      The Filippi team made everything so easy. Thanks again

    • Eleanor R. | Rocklin, CA

      Coming to the Rocklin area from Florida, I needed to find an attorney I felt comfortable working with to make sure all my paperwork was acceptable to CA. The Fillippi Law firm fit that need. Would not hesitate to recommend them. I felt comfortable asking questions and was given all information explaining the process of…

    • Beth M. | Roseville, CA

      This firm was amazing. They made the process easy and their follow up is top notch. If you need Estate Planning services this is who I would recommend.

    • Scott W. | Citrus Heights, CA

      Great help with my sister’s probate. Katia was very quick to respond to my questions. James helped us with questions as well. Definitely will use in the future. Thank You!

    • Arturo R. | Rocklin, CA

      We thank you for your patience with us because we had soo many questions about completing the entire process. You demonstrated excellent customer service. We are happy to have you as our law firm.

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    FAQ’s

    Frequently Asked Questions About Trusts

    Even if you have a will, you may need a trust attorney in Rocklin, CA, to help you create a trust. It all depends on your financial and legal needs. All a will does is name your beneficiaries and discuss how to distribute your assets.

    A trust, on the other hand, gives you more control over these factors. A trust can also make it so that you can create a more complex estate planning structure. This is particularly helpful for those with blended and other types of large families.

    In many cases, if you’re a homeowner in California, you need it. Property values are so high in the state that you’ll need extra protection and control over the distribution of your assets when you die. When you create a trust, it’ll make sure that your property stays within your family or goes to another loved one.

    It’s more common than you think for people to create a last will and testament and never think about estate planning again. Unfortunately, this may make your estate vulnerable to various estate taxes and issues in probate court.

    When you create a trust, contact a trust attorney in Rocklin, CA. They will help you get more control over your asset distribution. There are even tax benefits to going through with this process.

    With that in mind, there are several reasons to create a trust that you should consider when coming up with an estate plan. Thankfully, your Rocklin, CA, trust attorney will help you get started.

    Yes. The good news is, if you are in California, the team at Filippi Law Firm, P.C. will be by your side to guide you through every step of the process. We are proud to be your Rocklin, CA, trust attorney and will ensure all your assets receive the protection they deserve.

    Estate Planning Resources

    Learn More About Trusts

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

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    Areas We Serve

    Living Trust Services for Rocklin and Surrounding Communities

    Our attorneys assist individuals and families throughout the region with revocable living trusts, irrevocable trusts, and complete estate plans. We proudly serve:

    Rocklin

    Roseville

    Lincoln

    Granite Bay

    Loomis

    Citrus Heights

    Antelope

    Sacramento

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    Contact Us

    Start Your Estate Plan Today

    Protecting your family’s future begins with the right plan. Partner with Filippi Law Firm to create a living trust that gives you confidence today and peace of mind for the years ahead.

    Start My Free Consultation Call Us Now