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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I had many questions regarding a trust set up by a family member that gave me power of attorney without my knowledge. This family member became incapacitated and I suddenly had a ton on my plate to deal with and no idea where to even start. I contacted the Filippi Law Firm after trying to get help from quite a few other firms and being told they weren’t interested. Well, I finally came to the right place. They answered all my questions in a timely manner, for a reasonable fee, and put my mind at ease.

Next, I will be getting help from them to update all the documents related to my own affairs. I know they will handle this in the same timely and professional manner that they showed in our previous dealings.

If you’re on the fence, don’t be. Give them a call. You won’t regret it.

Greg H. | Granite Bay, CA
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I very much appreciated working with Jen at the Filippi Law Firm. My Will is thorough and complete and I feel very good providing that for my family!

Catherine S. | Roseville, CA
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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 to recommend Filippi Law Firm with sincere confidence.

Connie B. | Lincoln, CA
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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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