No matter how simple or complicated your legal needs may be, Filippi Law Firm, P.C. is here to help. The future is inherently uncertain. Planning your estate can provide you and your family with much-needed peace of mind, financial security, and control. Understanding your life and end of life goals will allow us to provide you with a comprehensive estate plan that fits your needs while meeting California Estate Planning laws.
Our founder, Jim Filippi, has always had a passion for law and community service. Before becoming a lawyer, Jim was a police officer in the state of California. Whether as an officer or now as an estate planning attorney, his goal has been the same: To serve. At Filippi Law Firm, P.C., we are committed to helping Rocklin, California families plan for their future.
Our founder, Jim Filippi, has always had a passion for law and community service. Before becoming a lawyer, Jim was a police officer in the state of California. Whether as an officer or now as an estate planning attorney, his goal has been the same: To serve. At Filippi Law Firm, P.C., we are committed to helping Rocklin, California families plan for their future.
Services
Are you looking for an Estate Planning Attorney? Do you want to make sure your legal needs are taken care of? Are you in need of estate planning, probate, wills and trusts, durable power of attorney, or HIPAA authorization? Filippi Law Firm, P.C. is the law firm that will give you individualized attention.
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. It is imperative for you to have an established and comprehensive estate plan.
Managing probate and trust administration of an estate is complex work that requires strict attention to the intricate details of the law, tax code, and adherence to the terms of the last will or trust agreement. As a personal representative of a probate estate, or a trustee of a trust, or both, you can be held personally liable for any mistakes you make in the performance of your fiduciary duties.
A pour-over will is an estate planning tool used to ensure the wishes you have documented in your trust agreement are followed even if something were defective. For example, a defect can occur if you were to forget to fund your trust properly, title a new asset in the name of the trust, or if something were to go wrong with the trust itself that made it legally inoperative due to a failure of the document, or a change in the laws.
A will is typically just one part of a properly designed estate plan. If you do not have a will, your estate will pass "intestate" according to the laws of California. However, even if you have a will or choose to have one drafted on your behalf, there are a few things you should know. If you have minor children, a will is used to determine guardianship if both parents have passed.
Reviews (2)
David W.
Sep 30, 2021
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After searching on the internet for a honest estate attorney with integrity I came across Jim Flipping and after speaking to him on the phone I immediately I knew I had found the right attorney I was looking for. Not only did Jim meet my prerequisite of integrity and honesty but also provided helpings of likability a patience. I thought his initial quote was a wee bit on the high side after comparing estimates that covered the paperwork cost and preparation by non legally trained writers. For the piece of mind I have with Jim he is more than my estate attorney but now my family attorney. I just
Kristi W.
Jan 22, 2020
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I was lookIng for someone to help me with my living trust and all it's various components. It was partlly because of their close proximity that I chose the Filippi Law Firm, but I am very happy I did. Jim is a very down to earth and personable person which put me at ease right away. But make no mistake, he is also a very competent and extremely thorough attorney. He and his paralegal wife took very good care to see thaat I felt welcome me and understood every aspect of what was being done and why. Their costs are very reasonable for the services that they provide. I would recommend Jim
