Business Details
Estate Planning & Probate Attorneys in Rocklin, CA
At Filippi Law Firm, our mission is to provide exceptional legal services with unwavering client focus. We prioritize accessibility and responsiveness, ensuring clients receive individualized attention for estate planning, probate, and business law needs. Our team combines legal expertise with a commitment to building trust through transparent communication and tailored solutions. With decades of combined experience, including prior service as a California police officer, our attorneys deliver strategic guidance to protect clients' assets and legacies. We approach every case with integrity, prioritizing long-term client relationships over transactional interactions. 
Services
Estate Planning
Living Trusts
Probate Administration
Power of Attorney
Healthcare Directives
Pour Over Wills
Trust Litigation
Business Law Services
Highlights and features
- We offer 25+ years of combined legal experience with personalized service
- Our team includes former law enforcement professionals with unique insights
- We provide transparent pricing with documented cost savings for clients
- Our multi-channel accessibility ensures timely client communication
- We combine technical legal expertise with compassionate client education
What people say
Prompt and professional
Very thorough
Cost-effective solutions
Compassionate approach
Clear communication
Services
Estate Planning
Our estate planning services create comprehensive legal frameworks to protect your assets and direct their distribution. We help clients establish wills, trusts, and advanced directives that comply with California law while minimizing future probate requirements. Our attorneys work closely with families to address unique needs including minor children guardianship and special needs beneficiaries.
Living Trusts
Living trust establishment helps clients avoid probate while maintaining control over asset distribution. We design revocable and irrevocable trusts tailored to specific financial situations, including provisions for pets, charities, and multi-generational wealth transfer. Our process includes complete asset re-titling guidance to ensure trust effectiveness.
Probate Administration
We guide executors through California's probate process with clear step-by-step representation. Our services include court filings, creditor notifications, asset inventory, and distribution planning. We help minimize delays and costs while ensuring compliance with fiduciary responsibilities and state regulations.
Power of Attorney
Our power of attorney documents establish clear legal authority for financial and healthcare decisions. We help clients select appropriate agents and define specific powers covering real estate transactions, business management, and medical care directives. Documents are updated regularly to maintain institutional acceptance.
Healthcare Directives
Advance healthcare directives ensure your medical wishes are honored during incapacity. We create legally binding documents outlining treatment preferences and appointing healthcare agents. Our guidance covers HIPAA authorizations and coordination with other estate planning documents.
People
James Filippi
Principal Attorney
Former California police officer with 25+ years legal experience specializing in estate planning. Combines law enforcement perspective with compassionate legal counsel for comprehensive asset protection strategies.
Katia Colaprico
Senior Associate Attorney
Specializes in trust administration and probate litigation with focus on complex estate matters. Provides detailed legal analysis while maintaining client-focused communication throughout the legal process.
Tori Votino
Associate Attorney
Concentrates on estate planning document preparation and client education. Known for thorough explanations of legal concepts and personalized approach to client consultations.
Questions
What estate planning documents do I really need?
Every comprehensive plan includes wills, trusts, power of attorney, and healthcare directives tailored to your specific assets and family situation.
How can I avoid probate in California?
Properly funded living trusts remain the most effective method to avoid probate while maintaining control over asset distribution.
What happens if I die without a will?
California's intestacy laws will determine asset distribution, which may not align with your wishes and could create family conflicts.
How much does estate planning cost?
Costs vary based on complexity but our firm provides transparent pricing with documented savings compared to industry averages.
Can I update my existing estate plan?
Yes, we regularly help clients revise outdated plans to reflect current laws and life circumstances while maintaining previous investments.
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