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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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.
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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.
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.
01
Probate Court Avoidance
A well-structured estate plan can help your loved ones avoid the time, expense, and stress of probate court. By planning ahead, you reduce delays, court involvement, and legal fees, allowing your family to focus on healing rather than navigating a lengthy and public legal process.
02
Reduction of Estate Taxes
The establishment of a trust is a fantastic way to reduce and/or eliminate expensive estate taxes. This works because when you transfer your assets into a trust, it reduces the size of your overall taxable estate.
03
Keep Control of Your Assets
Trusts provide greater control than wills by allowing you to decide how and when assets are distributed. You can tailor distributions to life milestones, protect younger beneficiaries from receiving lump sums, and ensure your wishes are followed long after you’re gone.
04
Improve the Estate Planning Process
Once you’ve done the work of creating a trust, the challenging part is over. Trusts are very low-maintenance. For instance, you might have to update your estate plan when certain life events, like the purchase of a new asset, occur. A trust, on the other hand, rarely needs changes.
05
Preparation for Worst-Case Scenarios
Estate planning prepares you for incapacity or unexpected events by ensuring trusted decision-makers can act on your behalf. Trusts are especially important for families with minor children or loved ones with special needs, offering long-term financial protection and continuity of care.
06
Fair Division of Assets
Some assets, such as family businesses or real estate, are difficult to divide evenly. Trusts allow you to clearly define how complex assets are distributed, helping prevent disputes and ensuring each beneficiary receives their intended share according to your wishes.
07
They Guarantee Family Protection
Trusts are a great way to make sure your children and spouse continue to live good lives after you’re gone. For instance, the distribution of assets becomes more complicated after marriage or divorce.
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.
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FAQ’s
Frequently Asked Questions About Trusts
Estate Planning Resources
Learn More About Trusts
Stay informed with our latest insights and resources on estate planning 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…
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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,…
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:
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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.