How to Find the Best Living Trust and Estate Planning Attorneys in Roseville, California

Are you looking for a good Estate or Living Trust Attorney in the Roseville area to create your California Living Trust?

Our Roseville Estate Planning office serves clients throughout Placer County and Sacramento County.

You can work with CunninghamLegal’s expert Roseville Probate Attorney team and benefit from our complete set of California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, and Elder Law.

You Really Do Need a Specialist

What should you look for in an Estate Planning Attorney in Roseville? Many lawyers offer estate planning services, but finding a true specialist is hard.

Estate planning in Roseville is a dynamic, ever-changing field requiring focused expertise. Many lawyers advertising estate planning services offer them as a small part of their practice, but they aren’t dedicated to staying on top of the ever-shifting California inheritance or “Death Tax” laws, and even less so with federal inheritance tax shifts.

Inheritance law changes frequently and dramatically regarding everything from trusts to taxes to IRAs.

Estate planning is a dynamic, ever-changing field that absolutely demands focused expertise.

That’s why every Roseville estate planning attorney in our practice spends serious time each month on professional development—attending webinars and seminars when they aren’t giving webinars and seminars.

If you’ve searched “estate planning attorney in Roseville, CA,” and that’s a solid start, but you aren’t done. Don’t rely on an online trust mill. A Living Trust requires customization, no matter how simple you may imagine your situation to be.

You need an experienced Roseville asset protection attorney who can understand your estate planning needs and offer thoughtful guidance in a free consultation with you and your family members. You also need someone who is committed to following your wishes and who can manage estate administration on your behalf. Perhaps most importantly, you need an attorney who can advise you on protecting your best interests.

Local Matters, a Lot

Keep it local when looking for an estate attorney in Roseville, CA.

Estate Planning is a personal relationship. And even as the world moves to attorney video conferencing, you will need a Roseville asset protection attorney with a local office for signings and paperwork.

Just as importantly, only a full-time Roseville, Rocklin, or Loomis, California estate attorney will maintain the right estate-related contacts with local accountants and financial planners—they can and should work together for you.

Living Up to the Practices We Inherited

Estate Planning creates a solemn, vital agreement that must move from generation to generation. At CunninghamLegal, we accept that charge with the utmost responsibility.

Ann Armstrong honored us when she retired in 2013 by entrusting her longstanding estate planning practice to CunninghamLegal. The Law Offices of Ann Armstrong and Associates was known for the care and respect she showed to clients, and we are proud to continue her tradition—even though she has since passed away. Many of Ann’s clients lived in the Roseville, Rocklin and Loomis areas

Some of Ann’s staff stayed with CunninghamLegal after the transition, and they continue to provide the best legal advice for clients. We were also entrusted with Ann Armstrong’s 3,500 client files—all in safekeeping.

Justin Gilbert Passes Us the Torch

In 2018, CunninghamLegal also inherited the Roseville California law practice of Justin M. Gilbert, a highly respected firm with clients throughout the Placer and Sacramento California region, as well as the Sierra Foothills.

Before moving to Tennessee, Justin had inherited the law practice of Denny Welch, a long-time estate attorney who served clients in the Roseville, Rocklin, and Loomis areas. When Justin moved to Tennessee, CunninghamLegal also inherited Denny’s law practice. Both Justin’s and Denny’s clients now call CunninghamLegal their law firm.

Both Justin and Denny were known for assisting people with their estate planning matters, including Living Trusts, Durable Powers of Attorney, Advance Health Care documents, and Medi-Cal and Veteran’s Administration (VA) Aid and Attendance planning to help with the high cost of nursing homes and in-home care.

We transitioned Justin and Denny’s nearly 5,000 clients and former clients to our office, and we help them to this day by maintaining the high standards set by Justin and Denny for the very best in client service.

What Do We Do?

The Roseville probate lawyer team at CunninghamLegal helps people plan for some of the most difficult times in their lives and provides guidance when those times come.

Our trust attorneys in Roseville have represented families of all types, large and small businesses, celebrities, professionals, and people at every level of income and complexity of assets.

Many of our clients work with us right after they’ve gone through the loss of a loved one—a parent, a spouse, a sibling, a partner, or a grandparent. We help to provide stability during such times, to guide and protect every client. That often includes Trust Administration and helping new Trustees understand what to do after the death of someone close to them.

We Look Forward to Working With You!

Make an appointment to meet with CunninghamLegal Roseville for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom appointments. Just call (916) 786-2070, or book an appointment online.

Best, Jim
James L. Cunningham Jr., Esq.
Founder, CunninghamLegal