Frequently Asked Questions

Estate Planning FAQ

Estate planning in California is an important step to ensure your loved ones are taken care of after your death. However, not everyone knows about an estate planning, and those that do may have many questions. If you are looking for an estate attorney in Rocklin, the highly rated attorneys at Filippi Law Firm P.C, are here to help answer as many questions as possible to get you started on the journey to peace of mind with a solid estate plan.

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I have special needs dependent child; what should I include in my estate plan?

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Will my beneficiaries’ inheritance be taxed?

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How much money do I need before an estate plan?

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What happens if I don’t have an estate plan?

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What is probate?

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Why should I avoid probate?

Satisfied Client Stories

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Filippi Law made every step of creating our Trust easy and seamless. I would highly recommend them to anyone!

Annie B. | Mission Viejo, CA
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We came to Filippi Law Firm needing assistance with a probate matter. Along the way my wife and I decided to get our affairs in order as well. Having never been through either process we were not very knowledgeable and in need of serious guidance. Jen, Katia, David and the rest of the team have been very informative, helpful, caring and patient with us while we navigate this unexpected journey. Thank You team Filippi!!

Jerry H. | Antelope, CA
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Walking into the Filippi Law Firm you are greeted by a friendly and welcoming receptionist. Any concerns regarding picking the right law firm are quickly erased. Jim Filippi and his staff are friendly, knowledgeable, and professional. They are extremely knowledgeable in Estate Planning, the reason for my need of an attorney. After obtaining my estate information they quickly got to work on updating my Revocable Living Trust and associated documents. Their fees were extremely reasonable for the time and effort they put forth. I highly recommend the Filippi Law Firm.

Andrew G. | Granite Bay, CA
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I had a very good experience with this law firm. Bryan Walters is very knowledgeable and responsive. I’m sure he is an excellent representation of everyone at the Filippi Law.

Marina D.
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No nonsense, fair billing, got the job completed quickly.

Elizabeth B. | Newcastle, CA
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Jen Prioriello was very professional and easy to work with. She explained everything as we went so I would understand the process. I will definitely use them again.

Richard A. | Roseville, CA

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