Estate Planning Attorneys in Roseville, CA
Clark Allison LLP’s Roseville office is at 2520 Douglas Blvd., Suite 160, serving families throughout Roseville, Granite Bay, Rocklin, Loomis, Lincoln, Auburn, and the broader Placer County region. We do one thing: estate planning and trust administration. That’s it. It’s not our side hustle.
Our Roseville estate planning attorney, Hannah David, works directly with you from your first meeting to your last. You won’t be handed off to a paralegal or spend your appointments with a staff member. When you meet with us, you meet with an attorney.
Why Roseville and Granite Bay Homeowners Need a Living Trust
Roseville and Granite Bay have seen significant growth and rising home values over the past decade. For families who have bought a home, built savings, or grown a business here, estate planning is not optional. It’s the difference between your family inheriting what you’ve built and watching a substantial portion of it disappear into the California probate system.
California probate is the court-supervised process that applies to any asset held in your individual name without a beneficiary designation. For a Roseville or Granite Bay homeowner, that almost certainly means your home. The process takes 12 to 18 months on a typical estate. And the fees are set by California statute — calculated on the gross value of your estate, not the equity.
On a Roseville home worth $800,000, the combined statutory attorney and executor fees exceed $38,000 — not including court costs, appraisals, or accounting. If your home is worth $800,000 with a $500,000 mortgage, the fees are still calculated on the full $800,000.
A revocable living trust avoids California probate entirely. Your successor trustee, the person you name, manages and distributes your assets without any court involvement, on your timeline, in private.
If you own a home in Roseville, Granite Bay, Rocklin, or anywhere in Placer County, you almost certainly need a living trust. A will alone is not enough.
Estate Planning for Roseville Families with Minor Children
For young families in Roseville with children at home, estate planning has a dimension beyond avoiding probate: if you both die without a completed estate plan, a California court decides who raises your kids.
A judge who has never met your family, who doesn’t know your values, your community, or who you’d actually trust, makes that call based on a statutory priority list. That’s not a hypothetical. It happens.
Your will is where you nominate a guardian for your minor children. Your living trust is where you control their inheritance, including when and how they receive it. Without a trust, California law hands your children everything they inherit in a lump sum on their 18th birthday. Most parents don’t want that.
Hannah David is herself a West Roseville mom with school-age kids. She works with young Roseville families on exactly these questions: guardian nominations, inheritance protection, making sure the right people have the right authority if something happens. She knows what’s at stake personally, not just professionally.
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A complete California estate plan for a young Roseville family includes:
- Revocable Living Trust: avoids probate and protects your assets during incapacity
- Pour-Over Will: catches stray assets and names a guardian for your minor children
- Durable Power of Attorney for Finances: authorizes someone to manage your money if you’re incapacitated
- Advance Health Care Directive: names a health care agent and documents your medical wishes
- HIPAA Authorization: allows your doctors to speak with the people you trust
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Our Roseville Estate Planning Process
We keep it simple. Two meetings with Hannah. Typically two weeks from start to finish. Flat fees with no hourly billing and no surprise invoices.
Meeting 1: Design
Your first meeting is a design session in person at our Roseville office on Douglas Blvd. or via Zoom, your choice. You’ll meet Hannah, walk through your family situation and assets, and together design the right plan for you. No forms to fill out in advance. No homework. Just a conversation.
Meeting 2: Review and Sign
Your second meeting is a review. You’ll go through your completed documents with Hannah, ask any remaining questions, and approve the final plan. Then you’ll sign with our notary, in person or online, and you’re done.
Most clients are surprised by how straightforward the process is. We’ve been doing this for over 25 years. Getting your Roseville estate plan done should not feel like a root canal.
Estate Planning Services at Our Roseville Office
- Revocable Living Trusts: designed to avoid California probate and protect your family’s inheritance
- Wills: including pour-over wills that catch any assets outside your trust, and guardian nominations for minor children
- Durable Power of Attorney: protects you and your family if you become incapacitated
- Advance Health Care Directive: documents your medical wishes and names a health care agent
- Trust Administration: step-by-step guidance for successor trustees after a loved one passes
- Living Trust Updates and Reviews: updating and restating existing estate plans that are out of date
Roseville Estate Planning: Areas We Serve
Our Roseville office serves families throughout Placer and Sacramento counties, including Roseville, Granite Bay, Rocklin, Lincoln, Loomis, and Auburn. We also offer complete virtual estate planning via Zoom for clients anywhere in California. So if you’re in Roseville but prefer to meet from your living room, that works too.
Frequently Asked Questions — Roseville Estate Planning
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Question
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Answer
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Do I need a living trust if I own a home in Roseville?
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Almost certainly yes. California requires probate for almost all real property. Most Roseville homes are well above that threshold. A will does not avoid probate. A properly funded living trust avoids probate entirely.
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What does California probate actually cost?
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California sets attorney and executor fees by statute, based on the gross value of your estate. On a $750,000 Roseville home, those combined fees are approximately $38,000 — before court costs and appraisal fees. Probate also takes 12 to 18 months and is a matter of public record.
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What happens to my kids if I die without an estate plan?
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A California court decides who raises them, based on a statutory priority list. Without a guardian nomination in your will, the court chooses from available family members regardless of your wishes. A complete estate plan puts that decision in your hands.
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How long does estate planning take in Roseville?
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With Clark Allison, a complete estate plan is typically done in about two weeks from your first meeting. Two attorney meetings. Fixed fees. No hourly billing.
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I already have a living trust. Do I need to update it?
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Probably. If your trust is more than five years old, or if your family or financial situation has changed: marriage, divorce, new child, new home, death of a named trustee, it should be reviewed. An outdated trust can be as problematic as no trust at all.
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Do I need to come into the Roseville office?
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No. We offer complete virtual estate planning via Zoom for clients anywhere in California. If you prefer in-person, our Roseville office at 2520 Douglas Blvd. is convenient to Roseville, Granite Bay, Rocklin, and Lincoln.
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How much does estate planning cost in Roseville?
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We charge flat fees and publish our prices. No hourly billing and no surprise invoices. Visit our pricing page for a full breakdown.
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What areas do you serve from the Roseville office?
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Roseville, Granite Bay, Rocklin, Lincoln, Loomis, Auburn, and the broader Sacramento and Placer County region. We also serve all of California virtually.
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What is the difference between a will and a living trust in California?
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A will tells the court your wishes, but it still goes through probate. A living trust transfers your assets to your family without any court involvement. For California homeowners, a living trust is almost always the better choice.
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Can I do my estate planning online?
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Yes. Clark Allison offers complete virtual estate planning via Zoom from anywhere in California. You’ll work one-on-one with Hannah David, not a chatbot or a web form.
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Why Roseville Families Choose Clark Allison
There are a lot of estate planning attorneys in Roseville and the greater Sacramento area. Here’s what’s different about us.
- We only do estate planning: This is not our side hustle. We don’t do family law, criminal defense, or real estate. We do estate planning and trust administration. That focus means we’re very good at it.
- You work with an attorney: Not a paralegal. Not a staff member who schedules a meeting with an attorney later. When you meet with us, you meet with Hannah.
- Flat fees, no surprises: We publish our prices. You know the cost before you start. We don’t bill hourly, which means you can ask us questions without watching the clock.
- Fast: Most estate plans are done in two weeks. If you need it sooner, we can usually accommodate that.
- Local: Hannah is a West Roseville mom. She’s a person in your community who takes this work seriously because she understands what’s at stake for Roseville families.
- Over 25 years of California estate planning: Clark Allison has been doing this since 1996. We’ve seen what happens when families don’t plan, and we’ve spent decades making sure our clients have an up to date estate plan that protects their family.
Common Estate Planning Mistakes Roseville Families Make
In over 25 years of California estate planning, we’ve seen the same mistakes repeat. Here are the ones that cost Roseville families the most.
Having a will but no living trust
A will alone means California probate. For a Roseville homeowner, that’s 12 to 18 months and tens of thousands of dollars in statutory fees. A living trust avoids it entirely.
Creating a trust and never funding it
A living trust only protects the assets actually transferred into it. If your Roseville home is still titled in your individual name, it goes through probate regardless of what your trust says. We handle the funding process for every client.
Outdated beneficiary designations
Retirement accounts and life insurance pass by beneficiary designation — completely outside your will and trust. An ex-spouse still listed as beneficiary gets the money. We’ve seen it. Review your designations every few years.
Never reviewing the plan
An estate plan written for your family in 2015 may not work for your family in 2026. Marriages, divorces, new children, new homes, new assets, new tax laws — your plan has to keep up. We recommend a review every five years.
It's Time
Ready to get your Roseville estate plan done? Call us at (916) 983-9410 or click the Get Started link below to schedule a free intro conversation with Hannah. We’ll tell you exactly what you need and what it will cost — no pressure, no obligation, no hourly clock.
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