Business Details
Your Trusted Estate Planning & Probate Attorney in Rocklin, CA
At Filippi Law Firm, our mission is to provide exceptional legal services with a focus on customer service. We understand the frustration of hiring an attorney who is unreachable or unapproachable, and we strive to be the exact opposite. Our clients are our top priority, and we make it our mission to be easily accessible and responsive to their needs. We take our work seriously and are dedicated to providing individualized attention to each client.Whether you require estate planning, advanced directives, or probate services, our attorneys work closely with you to ensure your legal needs are met. We believe our clients are more than just clientsthey are family. We are committed to building strong relationships based on trust, respect, and open communication. Our goal is to provide peace of mind and excellent legal representation to each person who entrusts us with their case.
Services
Estate Planning
Probate Services
Trust Administration
Living Trust
Power of Attorney
Highlights and features
- We offer free initial consultations to address your legal needs.
- Our team includes experienced attorneys with backgrounds in public service.
- We provide personalized estate planning tailored to California laws.
- We prioritize client accessibility and responsive communication.
- We deliver thorough legal solutions at competitive pricing.
What people say
Exceptionally knowledgeable
Professional and thorough
Prompt and professional
Extremely patient
Highly recommend
Services
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while meeting California legal requirements. Our attorneys create comprehensive plans including wills, trusts, and healthcare directives. We help clients protect their families and avoid probate through tailored strategies.
Living Trust
Living trusts allow assets to bypass probate and transfer directly to beneficiaries. We design revocable and irrevocable trusts tailored to your financial goals. Our services include trust funding and document preparation to ensure seamless asset management.
Probate Services
We guide executors through California's probate process, handling asset inventory, debt settlement, and distribution. Our team simplifies complex procedures to minimize delays and costs. We also assist with trust administration and litigation.
Power of Attorney
Power of attorney documents designate agents to manage financial or medical decisions if you become incapacitated. We draft customized POAs ensuring your preferences are legally protected. Our guidance covers durable and healthcare-specific authorizations.
Trust Administration
Trust administration involves managing and distributing trust assets according to legal standards. We assist trustees with compliance, tax reporting, and beneficiary communication. Our services ensure efficient execution of trust terms while minimizing liability risks.
People
James Filippi
Principal Attorney
James Filippi founded the firm with a commitment to community service. A former California police officer, he brings public service experience to estate planning. He focuses on creating tailored legal solutions for families.
Katia Colaprico
Senior Associate Attorney
Katia Colaprico specializes in estate planning and probate law. She provides detailed legal guidance to ensure clients' wishes are accurately documented. Her approach emphasizes clarity and thoroughness.
Tori Votino
Associate Attorney
Tori Votino assists clients with trust creation and probate matters. Known for prompt service, she helps streamline legal processes while maintaining personalized attention to client needs.
Marci Arredondo
Of Counsel Attorney
Marci Arredondo provides specialized legal counsel on estate planning strategies. Her expertise ensures clients receive comprehensive protection for their assets and healthcare directives.
Mike Bishop
Of Counsel Attorney
Mike Bishop contributes legal expertise to complex estate planning scenarios. He works closely with clients to develop strategies that align with their long-term financial and family goals.
Questions
What is included in a comprehensive estate plan?
A comprehensive estate plan includes a will, revocable living trust, power of attorney, healthcare directives, and HIPAA authorization to ensure asset protection and healthcare preferences are documented.
How does a living trust avoid probate?
A living trust allows assets to transfer directly to beneficiaries without court supervision, maintaining privacy and reducing administrative costs compared to probate proceedings.
What happens if I don't have an estate plan?
Without an estate plan, California's intestacy laws will determine asset distribution, potentially causing family conflicts and increased legal expenses during probate.
Do you offer free initial consultations?
Yes, we provide free consultations via phone, Zoom, or in-office to discuss your estate planning needs and answer legal questions.
Can I update my existing trust?
Yes, we help clients revise trusts to reflect life changes, ensuring documents remain current with their wishes and legal requirements.
What areas do you serve?
We primarily serve Rocklin, CA, and surrounding areas including Granite Bay, Roseville, Lincoln, and Loomis for estate planning and probate services.
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