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Protect Your Future With a Legally Sound Power of Attorney

Setting Up a Power of Attorney in Rocklin, CA

A power of attorney is a critical safeguard that ensures your financial, legal, or medical decisions are handled by someone you trust if you are ever unable to act for yourself. Whether you’re planning ahead or responding to a recent change in health, our attorneys help you create a clear, legally enforceable document tailored to your unique needs. At Filippi Law Firm, P.C., we guide clients throughout Rocklin and Northern California through every step of the process, providing clarity, protection, and peace of mind.

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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 blend strong legal experience with a personal, compassionate approach. We understand that choosing someone to act on your behalf is a major decision, and we take the time to explain your options clearly so you can create a document that reflects your wishes and protects your interests.

    How We Can Help

    Power of Attorney Services in Rocklin, CA

    Our attorneys prepare durable, financial, and limited powers of attorney that give you control over who can act for you—and how. We help you understand the scope of authority, ensure your document complies with California law, and provide guidance on choosing the right agent for your situation.

    Creating a Power of Attorney

    Establishing a power of attorney is an important step in safeguarding your financial and medical interests. We help you determine the type of POA you need, outline the responsibilities granted to your chosen agent, and ensure the document is properly signed, witnessed, and notarized. A well-structured power of attorney prevents confusion and empowers someone you trust to act on your behalf if you become incapacitated or unavailable.

    Terminating a Power of Attorney

    Powers of attorney can be revoked or replaced at any time, as long as you are still able to make decisions for yourself. Our attorneys guide you through the termination process, prepare revocation documents, and ensure that financial institutions, healthcare providers, and other parties receive proper notice. This prevents unauthorized decisions and guarantees that only your valid, current POA is recognized.

    Alternatives to Power of Attorney

    Some clients use tools like living trusts or advance healthcare directives to complement or replace certain powers of attorney. We help you understand these options and build a plan that fits your long-term goals.

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    Additional Guidance on Power of Attorney

    Understanding Your Authority and Your Agent’s Role

    A power of attorney is only as strong as the language it contains and the person you choose to serve as your agent. We help you define clear limits, outline responsibilities, and set expectations for how your agent may act on your behalf. With proper planning, a POA can prevent financial mishandling, delays, or confusion during unexpected periods of incapacity.

    Because laws and institutional requirements change, it’s important to update your POA regularly. Many banks, hospitals, and government agencies may not accept outdated documents. We review your existing paperwork, make recommendations, and ensure everything is fully compliant with California law.

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    Ready to Get Started?

    A power of attorney provides security, clarity, and peace of mind for you and your loved ones. Schedule a free consultation today and let our attorneys help you prepare a document that reflects your wishes and protects your future.

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    Our Process

    What to Expect When Working with Filippi Law Firm

    We make the estate process straightforward from start to finish. Whether you’re planning ahead or managing an existing estate, here’s how it works:

    01

    Initial Consultation

    Consultations are free, and they can be done over the phone, via Zoom, or at our office in Rocklin, California.

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    02

    Strategy & Document Review

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

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    03

    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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    04

    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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    What Sets Us Apart

    Why Choose Filippi Law Firm, P.C.?

    Comprehensive Expertise

    From planning and administration to litigation, we handle every aspect of estate law under one roof.

    Local Knowledge

    Based in Rocklin, we understand California’s unique estate, tax, and probate laws

    Personalized Service

    Every client receives hands-on attention and clear communication from start to finish

    Free Consultations

    Get advice and clarity with no upfront cost — in person, over the phone, or via Zoom.

    When you choose Filippi Law Firm, you’re not just hiring an attorney, you’re gaining a long-term partner dedicated to protecting your family’s future.

    Meet Our Team

    Our Trusted Estate Planning Attorneys

    Our team of experienced estate attorneys brings years of experience in both transactional and litigation matters. We take pride in building lasting relationships with clients throughout 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 Concerning Power of Attorney

    A power of attorney lets you authorize another person (your agent) to act on your behalf. Depending on the document, this may include managing your finances, signing legal documents, paying bills, handling property matters, or completing specific transactions. You decide how broad or limited their authority should be.

    A POA generally stays in effect until you revoke it, it expires by its own terms, or you pass away. Because some banks and healthcare providers won’t accept older documents, it’s wise to review and update your POA periodically to avoid delays when it’s needed most.

    You can cancel or replace a power of attorney at any time, as long as you still have legal capacity. Revocation should be done in writing and delivered to your agent and any institutions relying on the document. Creating a new POA often overrides the old one, but proper notice is essential.

    A general POA grants your agent broad authority over your financial and legal affairs. A limited, or “specific,” POA only authorizes your agent to handle certain tasks, such as signing real estate documents or managing a single account. The scope is customized to your needs.

    Not unless you’ve created a medical power of attorney or an advance healthcare directive. A financial POA does not include healthcare decision-making authority. If you want someone to speak for you during a medical emergency, you’ll need a separate, dedicated document.

    Estate Planning Resources

     Learn More About Power of Attorney

    Stay informed with our latest insights and resources on Power of Attorney in California:

    • Don’t Wait Until You’re Sick to Create an Estate Plan

      Don’t Wait Until You’re Sick to Create an Estate Plan

      Estate planning is a vital component of financial security for individuals and their families. While it may seem like an…

    • Reviewing and Updating Your Estate Plan in California

      An estate plan is a crucial legal document that states your wishes for how your assets will be managed and…

    • Estate Planning Checklist

      Estate Planning Checklist

      Creating a comprehensive estate plan is very important to ensure that your assets are disbursed in accordance with your preferences…

    View All Insights

    Areas We Serve

    Power of Attorney Services Across Northern California

    We assist clients throughout Rocklin and the surrounding region with establishing and updating powers of attorney. Our service area includes:

    Rocklin

    Roseville

    Lincoln

    Granite Bay

    Loomis

    Citrus Heights

    Antelope

    Sacramento

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    Contact Us

    Start Planning Your Legacy Today

    A well-crafted power of attorney can protect your future and reduce stress for your family. Connect with our team to get started.

    Start My Free Consultation Call Us Now