Power of Attorney

Power of Attorney Services

The estate plan package includes;

  • General durable power of attorney
  • California uniform statutory form power of attorney

A power of attorney is the written legal right, or power, given to another person (the attorney in fact) to act on your behalf. The extent of this authorization depends on the powers granted to the ‘attorney in fact’ by the person for whom the ‘attorney in fact’ is acting.

A power of attorney authorization can encompass a broad range of acts or can be limited to one specific act.

You can read more about how power of attorney works here.

The Powers Granted

The authorization will remain in force until either 1) the death of the grantor, 2) the fulfillment of the act identified in the authorization, or 3) the grantor expressly terminates the power.

Update Your Power of Attorney

While a power of attorney may exist for an extended period, it should be updated frequently since some institutions like banks, mortgage lenders, hospitals, government entities, and many others may not honor them if they are over a year old.

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, and having a comprehensive estate plan in place will ensure that even if you are incapacitated, your wishes for your medical care are still followed. The advanced healthcare directive and the HIPAA authorization are two key documents that make it so you can 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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Walking into the Filippi Law Firm you are greeted by a friendly and welcoming receptionist. Any concerns regarding picking the right law firm are quickly erased. Jim Filippi and his staff are friendly, knowledgeable, and professional. They are extremely knowledgeable in Estate Planning, the reason for my need of an attorney. After obtaining my estate information they quickly got to work on updating my Revocable Living Trust and associated documents. Their fees were extremely reasonable for the time and effort they put forth. I highly recommend the Filippi Law Firm.

Andrew G. | Granite Bay, CA
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I had a very good experience with this law firm. Bryan Walters is very knowledgeable and responsive. I’m sure he is an excellent representation of everyone at the Filippi Law.

Marina D.
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No nonsense, fair billing, got the job completed quickly.

Elizabeth B. | Newcastle, CA
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Jen Prioriello was very professional and easy to work with. She explained everything as we went so I would understand the process. I will definitely use them again.

Richard A. | Roseville, CA
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The team at Filippi Law Firm handled the settlement of my cousin’s estate flawlessly. A difficult time for me as the executor and trustee was made a lot easier having this law firm handle all of the legal details of the settlement. I highly recommend this law firm!

Virginia Y. | Roseville, CA
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Our Attorney Jen was extremely helpful navigating us throughout our legal matters. She truly is outstanding! It was a pleasure working with her & her associates at Filippi Law Firm!

Nancy S. | Antelope, CA

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