Frequently Asked Questions

Attorney Image By: James Filippi

How do I avoid probate?

torn paper with word probate

The easiest way is to utilize a trust. It allows for the transfer of assets outside of the operation of the probate court. However, if you include an heir’s name on the deed to any property or home you intend to leave to them, it is already in their name when you die. While the property doesn’t have to go through the probate process, there are problems with this method which include the property going into probate if the beneficiary dies before you, and the beneficiary potentially loses out on the tax savings of a set up in basis.

Also, if you have an account where you can designate a beneficiary, this person will automatically receive your account’s assets after your death, so there is no need for the probate court to do so.

Satisfied Client Stories


Anyone in need of a great law firm that does Living Trust/ Wills I highly recommend Filippi Law Firm in Rocklin.
My husband and I needed to have a new Trust done and we were very pleased with

Suzan Henshillwood

I highly recommend Filippi law firm. Can’t say enough how much I appreciate all they did for me and my living trust. Jim is very helpful and relieved any doubts I had about trust. Very nice law firm and friendly. Thank you Jim for everything and Courtney as well.

Suzan Perfetto

Very Professional service provided. Handled my trust with professional care and left us feeling very confident. Would recommend Filippi Law Firm to all my friends

Bret Rapozo

Jim is a personable individual and all the people in the firm are friendly and professional. Creating my trust was painless and has taken a load off my mind.

Jil Voorhies

We had an outstanding experience with all the Filippi associates we worked with. They were exceptionally professional and friendly. I would highly recommend their services.

John Wendt

The Filippi Law Firm is very family oriented, professional in every way and quickly responded to any questions my family had. Their end product left nothing to be desired as it was an extremely well thought of and produced legal document. I highly recommend the firm to perform in any capacity of estate planning or administrative law.

Geraldine Dolan

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