Can my business be part of the estate planning conversation?

Yes. Bring a summary of your business interests and relevant ownership agreements. Explain who you hope will lead, own, or manage the business later.

Can I discuss guardianship wishes for my children?

Yes. Tell the firm about your family and proposed caregivers so those wishes can be considered in the appropriate planning documents.

What is the difference between financial and healthcare planning?

They address different responsibilities. Discuss who should handle money and property, who should make medical decisions, and how you want each role documented.

When should an existing Truckee estate plan be reviewed?

Seek a review when your family, assets, business, or wishes change. Bring amendments and related ownership information so the documents can be considered together.

Do I need a detailed financial inventory before calling?

A broad asset list is a useful start. Include property, accounts, business interests, existing documents, and any questions you want the consultation to address.

Truckee, California — Truckee & Donner Summit

Truckee · Estate Planning

Estate Planning Attorney in Truckee, CA

Bring your family, finances, and business into one clear plan for the future.

Free consultation (530) 550-8736

County: Nevada County
Probate venue: Superior Court of California, County of Nevada
Our office: In town · 10270 Donner Pass Road
Region: Truckee & Donner Summit

Estate planning for the whole picture

The Andrews Law Firm, P.C. helps Truckee clients plan for incapacity and asset transfers. Your circumstances and priorities guide the documents needed to put your wishes into a practical estate plan.

What a Truckee estate plan includes

Four documents. One plan.

Document
Revocable living trust
Holds your Truckee home and accounts. Your successor trustee takes over at incapacity or death, without a court.
Document
Pour-over will
Catches anything left outside the trust and names guardians for minor children.
Document
Durable power of attorney
Lets the agent you choose handle finances and property outside the trust if you cannot.
Document
Advance health care directive
Names who makes medical decisions for you and records the care you want.

Provide for your family

Wills and trusts set out distribution wishes and can address important family considerations, including proposed guardians for minor children. Financial powers of attorney and healthcare directives give separate attention to decisions that may arise during your lifetime.

Homes and community life in Truckee, California — Truckee Nevada County, California

Include your business and tax concerns

Business owners need to consider what happens to an enterprise when leadership or ownership changes. The firm provides business succession guidance alongside estate tax planning, so these issues can be considered as part of the broader estate.

Review the plan as life changes

Marriage, divorce, a new child, or acquired assets may require updates. The firm offers modifications and educational resources for Truckee clients and nearby California communities.

Worth settling early in Truckee.

Family decisions: Address inheritance, care for children, and trusted decision-makers.
Business continuity: Discuss ownership and succession alongside your personal estate.
Useful updates: Keep instructions aligned with major changes in your life.

California rules that apply in Nevada County

The same state law, applied to Truckee property.

Truckee households often combine full-time residents with owners of second homes in neighborhoods such as Tahoe Donner. Truckee is in Nevada County, so a probate or conservatorship for a Truckee resident is generally filed in the Superior Court of California, County of Nevada.

Read the full estate planning guide

Trust, pour-over will, financial power of attorney, health care directiveCore documents
Each covers a different decision: property at death, assets left outside the trust, money during incapacity and medical care.
$208,850Probate threshold
Assets outside a trust above this gross value generally require probate for deaths on or after April 1, 2025 (Probate Code §13100). The limit adjusts every three years.
Nominated in your willGuardians for children
A parent can nominate a guardian of the person and estate of a minor child (Probate Code §1500–1502). The court makes the appointment.

More for Truckee families.

Living TrustsRevocable trusts that keep funded assets out of probate and under your control. Trust AdministrationTrustee guidance through notices, inventory, taxes, accountings and distribution. ProbateCourt-supervised administration for assets left outside a trust. Small Estate AdministrationSimplified California procedures for estates under the statutory limit. Conservatorship & GuardianshipCourt-supervised protection for adults and minors, and the alternatives to consider first. Asset ProtectionLawful structures that reduce avoidable exposure for personal and business assets. Tax PlanningGifts, sales and basis decisions coordinated with your estate plan. Estate Tax PlanningFederal estate tax, portability and transfer planning for larger estates. Business SuccessionOwnership and leadership transitions written into your estate plan. All practice areasEstate planning, trusts, probate, tax and protective proceedings.

Estate Planning in other communities: Tahoe City Kings Beach Homewood Sierraville See all areas served

Our office

10270 Donner Pass Road
Truckee, CA 96161

Monday–Friday, 9 AM–6 PM

Directions

In clients’ own words.

All client reviews

    
 
 
       Posted on Google  
   
   Ronald Schmader 
 
 
 
 Trustindex verifies that the original source of the review is Google. As grieving parents of our deceased son, we were in need of guidance with regard to what do we do next.  Our son was without a will and, we had no experience with how to proceed. Luckily, we contacted Elane at the Andrews Law Firm Truckee who immediately understood our situation and was able to provide the information we needed and the necessary legal paperwork to resolve our problem. Our problem was magnified by the fact that we live in Milwaukee and involved my son's car for which we could not find the title. Rather than have to return to Truckee after 40 days to request a new title, Elane assisted us in creating a power attorney for a friend in Truckee which negated our having to return to Truckee from Milwaukee to simply apply for a new title. We are very appreciative with the help we found at The Andres Law Firm Truckee. Thank you, Elaine!
  
 
      Posted on Google  
   
   David VanderJagt 
 
 
 
 Trustindex verifies that the original source of the review is Google. We really appreciate all the excellent work the Andrew’s Law Firm has done with updating our Trust. Her attention to detail is very appreciated and guiding us through our Trust planning has been exemplary . David and Linda VanderJagt
  
 
      Posted on Google  
   
   I “Sue” S 
 
 
 
 Trustindex verifies that the original source of the review is Google. Quick and efficient handling of my new Trust.
  
 
      Posted on Google  
   
   Stephanie (Lady Lebala) 
 
 
 
 Trustindex verifies that the original source of the review is Google. We were referred to Elaine Andrew's law firm through a friend and I'm very happy we went and sat down with her.   She quickly recognized a few mistakes in our previous trust and worked to correct them and ensure that our trust followed all legal requirements.  We now feel confident that we have a very solid trust for the future.
  
 
      Posted on Google  
   
   Cindy Ann Homer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Elaine was very supportive and professional.  She sincerely listened to my concerns and questions.  She advised me of California Laws and guided me through the process of what steps would be the best for preparing my will.   Kenneth reviewed page by page of my will with me (before signing) and answered all of my questions. I highly recommend The Andrews Law Firm they made my dreaded will preparation bearable.  Thank you.
  
 
      Posted on Google  
   
   Linda Smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. Process was quick and easy. Appreciated all the help they provided.

This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

Frequently asked questions

Questions from Truckee families.

Can my business be part of the estate planning conversation?: Yes. Bring a summary of your business interests and relevant ownership agreements. Explain who you hope will lead, own, or manage the business later.
Can I discuss guardianship wishes for my children?: Yes. Tell the firm about your family and proposed caregivers so those wishes can be considered in the appropriate planning documents.
What is the difference between financial and healthcare planning?: They address different responsibilities. Discuss who should handle money and property, who should make medical decisions, and how you want each role documented.
When should an existing Truckee estate plan be reviewed?: Seek a review when your family, assets, business, or wishes change. Bring amendments and related ownership information so the documents can be considered together.
Do I need a detailed financial inventory before calling?: A broad asset list is a useful start. Include property, accounts, business interests, existing documents, and any questions you want the consultation to address.

Right here in Truckee.

Our office is at 10270 Donner Pass Road, Truckee, CA 96161. Ask about meeting arrangements if getting to the office is difficult.

Book a free consultation Call (530) 550-8736