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Plan with Confidence. Protect What Matters Most

Estate Planning Attorneys in Rocklin, CA

Estate planning is more than preparing for the future—it’s about taking control of how your assets, health care, and legacy are managed today and tomorrow. A well-crafted plan ensures that your wishes are honored, your loved ones are protected, and important decisions are made on your terms rather than by the courts.

Whether you’re preparing for the future or navigating challenges today, our attorneys are ready to help you make the right decisions with confidence.

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    Proven Trust & Recognition

    Where Legal Excellence Meets Personal Care

    100+ 5-Star Google Reviews

    Trusted by Northern California Families & Businesses

    Award-Winning Legal Team Committed to Your Peace of Mind

    At Filippi Law Firm, we combine deep legal knowledge with genuine care. We understand that planning for your family’s future can be emotional and complex, so we guide every client with clarity, compassion, and respect. Whether you need a simple will or a comprehensive trust package, our Rocklin estate planning attorneys will help you design a plan that gives you lasting peace of mind.

    How We Can Help

    Our Estate Planning Services in Rocklin, CA

    Our attorneys help clients throughout Northern California create tailored plans that protect their assets, minimize taxes, and provide for their loved ones. Every document we prepare is crafted with attention to detail and your specific goals in mind.

    Living Trusts

    A living trust gives you control over your assets during your lifetime and provides a smooth transfer to your beneficiaries after your passing. It helps avoid probate, keeps your affairs private, and ensures that your wishes are carried out efficiently.

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    Wills

    Your will outlines how your property and assets will be distributed after death. It can also name guardians for minor children and designate who should carry out your final wishes. Having a valid, updated will prevent confusion and potential conflict among family members.

    Explore Will Services

    Power of Attorney

    A power of attorney allows you to appoint someone you trust to handle financial or legal matters if you become unable to do so yourself. This ensures that important decisions – like paying bills or managing property – can still be made without delay.

    Explore Power of Attorney Services

    Advanced Healthcare Directive

    An advance healthcare directive lets you express your medical treatment preferences in advance and name someone to make healthcare decisions on your behalf if you cannot. It’s a vital document that provides guidance to loved ones and peace of mind to you.

    Explore Advanced Healthcare Directives

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    Ready to Get Started?

    Estate planning doesn’t have to be stressful. With the right legal guidance, you can feel confident that your wishes will be honored and your loved ones protected. Schedule a free consultation today to start building a plan that reflects your values and provides lasting peace of mind.

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    Our Process

    When Do You Need an Estate Plan?

    Estate planning isn’t only for later in life. Certain milestones make it especially important to have a plan in place:

    Marriage

    Consider creating a will, trust, or an incapacity plan to protect your assets and ensure end-of-life care is clear and spelled out.

    Children

    Having a family is the perfect time to update your estate plan to ensure assets are passed down and legal guardianship is clear.

    Start a Business

    A trust or business succession plan can help make it easier to control your business, tax planning and privacy purposes.

    Asset Accumulation

    As you accumulate assets in your lifetime, it may be necessary to set up a trust to avoid probate and make sure your assets are protected.

    Divorce / Remarriage

    A divorce or remarriage is the perfect time to change power of attorney, update estate plans and incapacity plans.

    Retirement

    This milestone is a good time to make sure your estate plan is up to date—and to prepare for the years ahead.

    The Elder Years

    As you get older, it’s important to continue to make sure affairs are in order, and your estate plans and incapacity plans are up to date.

    The Filippi Difference

    Why Choose Filippi Law Firm, P.C.?

    Comprehensive Expertise

    Our team handles every part of the estate planning process, from wills and trusts to health directives and powers of attorney.

    Local Knowledge

    We’re proud to serve families throughout Rocklin and Northern California, with deep understanding of California’s estate and tax laws.

    Personalized Service

    You’ll work directly with an attorney who takes time to understand your goals and explain every document clearly.

    Free Consultations

    You’ll work directly with an attorney who takes time to understand your goals and explain every document clearly.

    When you work with Filippi Law Firm, you gain more than an estate planning attorney. You gain a long-term partner who will help you protect your assets, reduce stress, and build a secure foundation for your family’s future.

    Meet Our Team

    Our Trusted Estate Planning Attorneys

    Our estate planning attorneys bring extensive experience in both transactional and litigation matters. We take pride in creating strong, lasting relationships with our clients and are honored to serve families and business owners across Northern California.

    • James Filippi

      CEO & Principal Attorney

    • Katia Colaprico

      Director of Operations & Managing Attorney

    • Tori Votino

      Associate Attorney

    • Mike Bishop

      Of Counsel Attorney

    • Courtney Filippi

      Director of Communication

    • David Emerson

      Paralegal & Legal Support Supervisor

    • Nichol Reigelman

      Paralegal

    • Melissa Bianco

      Administrative Assistant

    • Joelle Frechou-Vieira

      Administrative Assistant

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    Meet The Team

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    FAQ’s

    Estate Planning Frequently Asked Questions

    An estate plan is a prepared legal document detailing how you want your financial and personal affairs handled after passing. Some people create a simple will, but an estate plan is a much more comprehensive plan that helps ensure that your assets are seamlessly transitioned to those you care about. Estate planning in Rocklin is also about creating a legacy for yourself and your loved ones.

    If you are over 18, it is essential to have a plan in place to protect your assets and your loved ones. An estate plan can be very complex and detailed, depending on how large your estate is, so a licensed estate lawyer in Rocklin can ensure that your assets are distributed how you want them to be.

    Your estate plan should address any assets you have, including bank accounts, retirement plans, investments, real estate or property, businesses you own, insurance policies, cryptocurrency or any other digital assets, and anything of value that you own.

    Your estate plan should include the following documents:

    • Last Will & Testament
    • Living Trust
    • Durable Power of Attorney
    • Advanced Healthcare Directive
    • HIPAA Authorization
    • Guardianship and Conservator Designations

    It is recommended to update your estate plan every three to five years. However, you should also update or modify your estate plan when you move to a different state, buy a home, get married or divorced, have a new child, or lose one of your beneficiaries.

    In the unfortunate event of someone passing while their children are still minors, it is important to provide for them in an estate plan. Minor children are not eligible to inherit things outright, so your estate must name legal guardians and/or trustees of the funds you wish to leave to your minor children. These guardians or trustees will be held responsible for those funds until they are of legal age.

    The receipt of an inheritance by a beneficiary is not generally taxed. If the estate exceeds the estate tax exemption, the estate would have already been taxed before the distribution to the beneficiary. However, suppose the beneficiary begins to make income off the inheritance, such as an investment or selling a home or property. In that case, they may be responsible for the income tax on those amounts. It is important to confer with a CPA or other tax professional to determine your tax liability.

    Planning your estate carefully when a special-needs dependent child is involved is important. Many special needs children receive benefits from the state, such as SSI or Medicaid, and you don’t want any assets from your estate plan to affect those benefits. So, it is crucial to plan your estate so that the special-needs child’s inheritance is not considered an available asset.

    That way, their public assistance benefits are not affected. Of course, if your estate plan has enough money to take care of your children for life, you can include detailed information about what the child will receive and assign someone to handle the child’s benefits if they cannot do so themselves.

    There is no minimum amount of money required to have an estate plan. There are several sections of an estate plan, such as a power of attorney or an advanced healthcare directive, which do not involve money.

    If you do not have an estate plan, what happens to your assets depends on individual state laws. Your assets could go into probate, where a judge will distribute them, resulting in unintended heirs receiving assets. You also risk squandering or misusing assets without an estate plan.

    Estate Planning Resources

    Learn More About Estate Planning

    Stay informed with our latest insights and resources on estate law in California:

    • Three professionals in casual attire reviewing documents at a desk with a laptop.

      Estate Planning Awareness Week: Having a Family Estate Plan

      In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing…

    • Person signing a contract document at a wooden table with a judge's gavel nearby.

      Understanding Trust Administration in Rocklin, CA

      A trust allows you to bypass California probate in many cases. This can save you months of time and thousands…

    • Yellow wooden stick with the text "PROBATE LAW" on a dark textured background.

      Understanding Probate Administration in Rocklin, CA

      After a person passes away, their estate may need to go through California probate. This process is called probate administration,…

    View All Insights

    Areas We Serve

    Estate Planning Services for Local Northern California Families

    We’re honored to help families across the area create thoughtful, customized estate plans. Whether you’re planning ahead or updating an existing plan, we work with clients throughout:

    Rocklin

    Roseville

    Lincoln

    Granite Bay

    Loomis

    Citrus Heights

    Antelope

    Sacramento

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    Start Your Estate Plan Today

    Protecting your family and your future starts with a plan. Work with Filippi Law Firm to create an estate plan that gives you confidence and lasting peace of mind.

    Start My Free Consultation Call Us Now