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Client Testimonials

R.L. Recommends Jim Filippi

We were needing to update to our 25 year old trust. We Chose Jim based on the reviews on Yelp, after talking with him on the phone we decided to go in for a consultation. We had a couple of difficult emotional decisions we needed to sort through. Jim listened attentively, helped us navigate our reasons and ultimately we were able to be at peace with our decisions. Jim is very knowledgeable about estate law and helped us avoid any pitfalls surrounding our estate and our durable powers of  attorneys. He also put in place many protections we were totally unaware of. We started this process at the beginning of COVID-19, he and Courtney created a safe space each time we and our witnesses met with them. Jim is down to earth, friendly Knowledgeable and above and beyond caring. We now feel our estate is well protected.

– R.L.

Committed to Helping Our Clients Succeed.

The worst experience you can give your clients is the same experience they could get anywhere else. Our goal is making your journey in establishing your estate plan, will, trust, power of attorney, advanced health care directive, probate & trust administration, or bankruptcy & debt management in Rocklin, Roseville, Fairfield, or Vacaville an experience you enjoyed enough to refer us to your friends and family. We are the law firm in Placer and Solano counties that you want to work with!

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