Estate Planning | Trust Administration
Probate | Small Business

Family is at the Heart of All We Do

“All you need is the plan, the road map, and the courage to press on to your destination.”
~Earl Nightingale


The Swenson Law Firm helps people protect the things that matter the most to them. Whether its planning and protecting a small business, or creating an estate plan to protect the ones you love, we understand that family is what it is all about. Through comprehensive estate planning and business planning we strive to bring peace of mind to our clients and those who depend most on them.


Sign up for a free seminar or free Estate Planning consultation. We would be honored to meet with you to see how we can assist you and your family.

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RECENT NEWS

Selling a home in a trust.

Selling Property Held in a Trust

By The Swenson Law Firm • 29 Oct, 2024
Selling Property in a Trust: What you need to know

Letters Testamentary

By Erica Swenson • 19 Apr, 2024
Many people first hear of Letters Testamentary or Letters of Administration when they attempt to sell a home or gain access to a bank account after a family member or loved one passes away. Typically, they are given a list of required documents and Letters Testamentary is one of them. If this has happened to you, you are not alone in asking what Letters Testamentary are and how to acquire them. In California, Letters Testamentary are legal documents issued by the court to a personal representative or executor named in a deceased person's will. These Letters authorize the individual to act on behalf of the deceased person's estate and carry out the instructions outlined in the will.

When Should I Change My Will and Trust?

By swensonlawfirm • 03 Apr, 2020
You may ask, “When should I change my will and trust?” Life changes. A regular review of your Estate Plan ensures your current wishes reflect those changes. If you answer “yes” to any of these questions, your Estate Plan may need to change. Do you have a properly signed will, trust, and Powers of Attorney [..] The post When Should I Change My Will and Trust? appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
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