Frequently Asked Questions

Attorney Image By: James Filippi

What is a beneficiary?

beneficiary word on yellow sheet on table with pen

A beneficiary is a person or entity who receives property or money from an estate after someone dies. Beneficiaries can be named in a will, or they may be automatically designated by state law.

In California, most properties are passed to the surviving spouse or children, but there are many other factors that can influence who receives an inheritance. It’s important to consult with an attorney to find out who will receive your property after you die.

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We had a great experience. Jennifer and staff were very helpful and knowledgeable. It made our process extremely smooth and stress free.

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Very pleased with the timely fashion adding our new home to our trust. We tried doing it ourselves but it ended up being a hair pulling situation.

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Excellent knowledge and handled my issues superbly.

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Very good service, I am happy with my decision, the service Bryan Walters provided was great, friendly and easy to understand. The whole process went very well and fitted with my schedule.

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