Category Archive: Estate Administration

  • Estate Planning Checklist

    Posted by The Sterling Law Group on August 5th - Estate Administration

    The concept of estate planning involves far more than just you writing a will. You will want to account for every one of your assets and wishes to ensure the execution of a set plan after your death, and you will want the help of a Roseville estate planning attorney from The Sterling Law Group. Know that designating certain beneficiaries on your retirement accounts and completing a transfer on death (TOD) designations on other accounts can help keep your assets from passing under a will. Here are some examples of the types of things you are...

    view full post
  • The Settlor of a Trust: What it is and what he/she does

    Posted by The Sterling Law Group on February 11th - Estate Administration

    What is a Trust? A trust is a legal entity that is established under the applicable state law to maintain and preserve property or assets for the sole benefit of beneficiaries designated in the trust. You do not have to be a wealthy person to have or need a trust. Rather, anyone should discuss the possible benefits of a trust with an experienced lawyer.  Trust Settlor The person known as the “settlor” creates the Trust. The settlor appoints someone or an entity to administer and manage the trust assets and investmen...

    view full post
  • Who Should You Select as Your POA?

    Posted by The Sterling Law Group on July 20th - Estate Administration

    Selecting someone for your power of attorney is a critical decision to make, and you must get it right. Here are some qualities that the person should have to be your POA, and you can discuss these with an estate attorney in Roseville, CA. When you are giving someone power of attorney, you are placing a significant amount of trust in that person. After all, this is the individual who you are designating to make what could be critical financial and healthcare decisions on your behalf. Here is what you should consider about the person you choos...

    view full post

Recent Blog Posts

Request a Free Consultation

Contact us today online or call 916-619-1995 for a consultation to discuss your concerns and learn more about our legal services.

      The Sterling Law Group and Stephen Slocum have represented my family more than once and provided us with excellent service. From early 2015 through early 2016, Mr. Slocum was...

      Kim and Jeff

      I had just lost my father by an unexpected illness and was named the trustee of his estate my emotions were fresh and discord was alive and well within the family unit left b...

      Tonya Lofton

      The team at The Sterling Law Group was there at the right time when I needed them. They were honest, wasn’t there to take my money and most importantly, kept me informe...

      Mmareka D

      This is the first time I used The Sterling Law Group and I would not hesitate to recommend them. Everyone from the front office staff to the attorneys handling my account wer...

      Beler Watts, Jr

      They are very skilled and professional Lawyers. They successfully helped me with my case. Thank you.


      Steve was very professional when it came to conservatorship. He helped me out of a tough situation and I appreciate him stepping in.

      Marek Cole

      Wonderful Staff and they know their stuff, great to work with, I would recommend to anyone and everyone!