Business Details
Trusted Estate Planning & Probate Services in Rocklin, CA
Filippi Law Firm has dedicated itself to providing comprehensive legal solutions for families in Rocklin, California, and surrounding areas. With a focus on estate planning, probate, and real estate matters, the firm combines deep legal expertise with a commitment to community service. Our team, led by Principal Attorney James Filippi, brings decades of combined experience in addressing complex legal needs while prioritizing client education and personalized service. We strive to simplify legal processes through clear communication, thorough documentation, and proactive guidance tailored to each family's unique circumstances.Client testimonials consistently highlight our professionalism, responsiveness, and ability to deliver cost-effective solutions that exceed expectations. Whether creating living trusts, handling probate matters, or advising on healthcare documents, we maintain the highest standards of ethical practice and client advocacy.
Services
Estate Planning
Living Trust
Power of Attorney
Healthcare Documents
Probate Services
Trust Litigation
Business Law
Highlights and features
- We offer 20+ years of combined legal experience in estate planning and probate
- Our team provides personalized legal strategies tailored to California family needs
- We maintain transparent communication throughout the legal process
- Our attorneys hold active California law licenses with specialized training
- We deliver cost-effective solutions without compromising legal quality
What people say
Exceptional service
Knowledgeable and helpful
Prompt and professional
Thorough and patient
Cost-effective solutions
Services
Estate Planning
Our estate planning services help families protect assets and establish legal directives for healthcare and financial decisions. We create customized plans that comply with California laws while addressing each client's unique family needs. Our attorneys guide clients through document preparation, beneficiary designation, and trust establishment to ensure comprehensive protection.
Living Trust
Living trusts allow for efficient asset transfer while avoiding probate proceedings. We help clients establish revocable and irrevocable trusts tailored to their financial circumstances. Our services include trust funding guidance, document preparation, and ongoing maintenance to ensure continued effectiveness as family situations evolve over time.
Power of Attorney
We draft durable and limited power of attorney documents that authorize trusted individuals to make financial or healthcare decisions. Our attorneys ensure these critical documents meet California legal requirements while clearly defining the scope of authority and any limitations necessary to protect client interests.
Healthcare Documents
Our healthcare document preparation includes advance directives and healthcare powers of attorney. These documents establish medical care preferences and designate decision-makers for healthcare matters. We ensure compliance with state regulations while helping clients communicate their wishes clearly to family members and medical providers.
Probate Services
We guide executors and beneficiaries through California probate proceedings with clear legal counsel. Our services include will validation, asset inventory, debt settlement, and property distribution. We help clients navigate both formal and informal probate processes while minimizing delays and unnecessary legal costs through efficient case management.
People
James Filippi
Principal Attorney
Former police officer with 20+ years legal experience specializing in estate planning and probate. Combines law enforcement perspective with legal expertise to create practical solutions for California families.
Katia Colaprico
Senior Associate Attorney
Experienced estate planning attorney with specialization in trust administration and complex probate matters. Provides detailed legal analysis while maintaining client-focused communication throughout the legal process.
David Emerson
Paralegal
Supports attorneys with document preparation and case management. Maintains organized records and assists clients with procedural questions while ensuring compliance with legal standards and deadlines.
Questions
What documents are included in a basic estate plan?
Our standard estate plans typically include a will, living trust, power of attorney, and healthcare directives tailored to California law requirements.
How much does estate planning cost?
Costs vary based on complexity, but we provide transparent pricing during initial consultations. Many clients find our services more affordable than expected.
Can I modify my estate plan after creation?
Yes, we recommend reviewing and updating plans every 3-5 years or after major life events. We offer cost-effective revision services for existing clients.
What happens if I die without a will in California?
California's intestacy laws will determine asset distribution. We can explain how proper planning ensures your wishes control the outcome.
How does a living trust avoid probate?
Properly funded living trusts transfer ownership to beneficiaries directly without court involvement, saving time and maintaining privacy compared to probate proceedings.
What's the difference between probate and trust administration?
Probate is court-supervised asset distribution through a will, while trust administration handles trust-based asset transfer privately without court involvement.
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