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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We found the Filippi Law Firm in Yelp and we were so lucky to have found them. Both Jen and Jim were kind and patient, explaining the process and addressing our concerns with a cost we felt was appropriate for the quality of the work. At all times we felt supported in the process and it could not have gone better. If you need this kind of work do yourself a favor and reach out to these folks for help. You won’t regret it.

Ron G. | Sacramento, CA
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Jenn helped us with a trust account for my parents. She is very polite and thorough at doing her job she answered every question. My parents had and made them feel very welcome there. If we ever had to use the office again, we would .

Mark L. | California
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My experience was perfect.

Arnett D. | Fairfield, CA
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Great firm!

Rod S. | California
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Very detailed in redoing our trust. I would definitely refer my friends to them.

Peg H. | Citrus Heights, CA
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I was referred to Filippi Law Firm from another client, who was very happy with their services. I very thankful for the guidance given, for my “Trustee Role” for my Uncle’s Estate. It went smoothly, from start to finish.

Lillian G. | Lincoln, CA

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