Estate Planning

Estate Planning Services

An estate plan is an extremely powerful tool that allows you, not a probate court, to determine how your assets will pass or how your medical decisions are made.

However, estate plans are not just for end-of-life issues because a well-designed plan directs other matters throughout your life.

Have a Comprehensive Estate Plan

It is imperative for you to have an established and comprehensive estate plan. There are many legal strategies available to develop your estate plan to manage issues with your taxes, assets, medical care, and much more.

The legal documents created to accomplish this goal include last will and testaments, pour-over wills, revocable living trusts, irrevocable trusts, testamentary trusts, special needs trusts, durable power of attorney, and a range of healthcare documents such as advanced healthcare directives and HIPAA (Health Insurance Portability and Accountability Act) authorizations.

Power Over Your Assets

If you haven’t put together an estate plan yet, the State of California has legislated one for you and your assets under the laws of intestacy. Unfortunately, it probably won’t be the one you want and will more than likely cost your family a lot of unnecessary time and money they usually wouldn’t have to spend.

However, a properly designed estate plan will replace the State’s plan for your own, allowing your estate to be handled the way you would prefer.

Continue With A Plan

We all hope that we will never become incapacitated and will always be in a position to make our own medical decisions. Unfortunately, this isn’t always the case. Having a comprehensive estate plan in place will ensure that your wishes for your medical care are still followed even if you are incapacitated. The advanced healthcare directive and the HIPAA authorization are two key documents that make it possible for you to make those decisions long before anything happens to you.

  • Last Will & Testament

    We will prepare a legal document to provide clear instructions on what should happen to all your assets according to your wishes after death. It can prevent family feuds over property and other finances.

  • Power of Attorney

    We’ll guide you in choosing a power of attorney (POA) and explain what legal decisions can be made by the person assigned. It’s the best way to protect your finances, property, or medical care.

  • Trusts

    This includes Revocable Living Trust, Irrevocable Trust, Testamentary Trust, and Special Needs Trust.

  • Pour Over Will

    Our professional team will ensure that a pour-over will is in place to capture any assets that are not included in your living trust or that weren’t transferred initially. It’s always better to play it safe and make sure everything is handled accordingly.

  • Healthcare Documents

    If something should happen to you and you can no longer make decisions, you’ll want to make sure that somebody has your best interest at heart and follows your instructions for any healthcare needs. Our team will create the legal healthcare documents needed to give you peace of mind.

Satisfied Client Stories

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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
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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
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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
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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
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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
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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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