Frequently Asked Questions

Attorney Image By: James Filippi

How do you process and execute estate plans?

professional male lawyer financial advisor consulting happy family couple clients in modern office

Choosing the right legal representation for any reason takes time to better understand your preferred attorney’s process. Ask a potential estate attorney about their process in drafting and executing an estate plan. While some lawyers are more hands-on and will work with your plan themselves, others may delegate the operation to someone else, who then becomes responsible for handling your estate planning, even if you have yet to meet them personally.

Once you know what to expect when working with your estate planning law firm, you can remain comfortable and at ease with each new step.

Satisfied Client Stories

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Was going in for heart surgery in a week and needed an Estate Plan ASAP! Jennifer and the staff at Filippi Law Firm managed to put together my plan, which was rather extensive, within that time frame. This gave me the peace of mind I needed in case the worst happened. Luckily it wasn’t need but I now have it in case I ever do. Great staff and wonderful to work with. Wouldn’t go to anyone else. Would give 10 stars if I could.

Matthew S. | Antelope, CA
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We recently relocated from the Bay Area and wanted to update our over-25-year-old Living Trust. He did an outstanding job. He also gave us some contacts in Texas to update some property we own there.

Elmer Y. | Rocklin, CA
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Patient and caring and trustworthy are the best words to describe the service my husband and I received. We highly recommend this law firm.

Koren C. | California
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I highly recommend Filippi Law Firm. Katia, is extremely genuine very helpful. Great communication from beginning to end. We will work with this law office again. Thanks, team!

Robin G. | California
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Loved working with the team here for legal services. Responsive and professional and kept me updated through the process. Great all-around experience!

Matthew J. | California
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Always there for you !! Always answering all your questions!! The experience was easy , fast and affordable!! There team is amazing!!!

Michelle W. | Vacaville, CA

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