Estate Planning

Estate Planning Services

Estate planning is a strategic process that enables you, not a probate court, to make important decisions regarding your finances, healthcare, and legacy. It goes beyond just drafting a will. An estate plan is not just for end-of-life issues because a well-designed plan directs other matters throughout your life.

Our mission is to empower you with the necessary knowledge and resources to navigate the complexities of estate planning so that you can have peace of mind knowing that your wishes will be carried out and your loved ones will be provided for.

Here is a list of estate planning blog posts you might find helpful:

‘What Is an Estate Plan?’

‘Do I Need An Estate Plan?‘

‘Do I Need An Attorney To Draft My Estate Plan?‘

Have a Comprehensive Estate Plan in Rocklin

Ensure the protection and effective management of your assets, taxes, health care, and family matters through an estate plan with the expertise of an estate planning lawyer in Rocklin, California.

The legal documents that will help you achieve this are last wills 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, this default plan may not align with your wishes and could burden your family with unnecessary expenses and time-consuming processes.

Work with one of our attorneys to craft an estate plan tailored to your unique needs and wishes. Your estate plan will replace California’s predetermined arrangements. Giving you and your family peace of mind.

Comprehensive Estate Plan Package

comprehensive estate plan package check list

  • Last Will & Testament

    We will prepare a last will and testament that ensures your assets are distributed according to your wishes after your passing. This document can help prevent any potential conflicts among your loved ones over property and financial matters.

  • Power of Attorney

    We will provide guidance in choosing a power of attorney (POA) and explain the legal rights of the person you choose as your agent. It is a necessary document and the best way to protect your finances, property, and medical care needs.

  • Trusts

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

  • Pour Over Will

    The best attorneys 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

    In the unfortunate event that you are unable to make decisions for yourself, it is crucial to have someone with your best interest at heart follow your instructions for any health care needs. Our team of experienced lawyers will create the legal healthcare documents needed to provide you with security and reassurance.

CREATE YOUR ESTATE PLAN WITH US AT FILIPPI LAW FIRM, P.C.

Having a trusted estate planning attorney properly draft these documents is imperative to ensure your wishes are followed when the time comes.

Filippi Law Firm, P.C., provides legal services in estate planning, probate, trust administration, trust litigation, and personal bankruptcy.

Contact us by calling (916) 333-7910 or by submitting the form at the bottom of this page to get in touch with our office.

Consultations are free, and they can be done over the phone, via Zoom, or at our office in Rocklin, California.

 

Satisfied Client Stories

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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.

JoAnn S. | Roseville, CA
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Excellent knowledge and handled my issues superbly.

Rick R. | Fairfield, CA
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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.

Trang T. | Roseville, CA
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I Highly recommend this firm.

Russell O. | Rocklin, CA
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Professional, detailed, helpful, patient and flexible.

Kerry L. | Granite Bay, CA
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Jim Filippi is amazing along with his team. They were always there every step of the way explaining what was next. Jim is honest and trustworthy. His honesty is one of his strongest traits. I highly recommend The Jim Filippi Law.

Debbie F. | Foresthill, CA

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