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Client Testimonials

S.M. Recommends Jim Filippi

I needed a local attorney to help me restate my living trust. Jim reviewed my exist trust and pointed out the deficiencies. he completely restate my trust/will/power of attorney and healthcare directive and thoroughly explained the legal ramifications of the language in simple terms. He provided handy asset list forms and contact lists for my trustees. He made the process easy with minimal effort on my part. This is not a $695 trust you find in newspaper ads but I believe it is very thorough and Jim will be there to support it and make changes in the future. I highly recommend his services.

– S.M.

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, or trust administration in Rocklin, & Roseville an experience you enjoyed enough to refer us to your friends and family. We are the law firm in Placer County that you want to work with!