Hello!

We're a family-run practice specializing in cost and time efficient estate planning, probate, and trust services for families in the Bay Area. We solve our clients’ concerns about how to plan for and meaningfully distribute property on the passing of a loved one.

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OUR SERVICES

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An estate plan allows you to say who will inherit your assets and make other important decisions for you when you can’t speak for yourself. Putting your wishes in writing can save your family significant time and money. Our goal is to make the process of creating those documents (will, trust, etc.) as painless and straight-forward as possible. We offer a simple flat-fee billing structure and quick turnaround time. For most plans, clients are done in just one or two meetings for fees of $1,000 - $5,000. There are no recurring fees and clients are welcome to ask follow-up questions at any time.

Want a quick introduction to the basics? Click here.

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Probate & Trust

Administration services

Losing a loved one is an overwhelming experience, we can help make the process of transferring that person’s assets to the right beneficiaries easier. We offer competitive probate pricing and flat-fee services for uncontested administrations. In addition, we also counsel on services to avoid the use of probate altogether through other legal tools such as Spousal Property Petitions and Heggstad Petitions.  This process begins with you completed a simple intake form.   Once we review it,  we will let you know within 2 business days whether or not it makes sense for us to discuss representing you.  

 

To get started, please fill out our intake form.

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OUR CLIENTS

We offer services tailored to the needs of our diverse clients and have extensive experience creating plans right for:

  • Families with international relatives

  • Same-sex couples, unmarried couples, and LGBTQI families and individuals

  • Beneficiaries who need extra help because of special needs, physical or mental disabilities, or advanced age

  • Specific religious or cultural inheritance traditions

  • Insurance-paid plans: ARAG, MetLaw (Hyatt), and LegalAccess (LegalEase, LegalGuard)

It is our mission to create a warm and safe emotional space to discuss your unique circumstances and perspective. We are ready to help you understand the legal intricacies relevant to these situations and can propose solutions that work for you.

MEET THE TEAM

Sarah Summerall

Managing Attorney

Kelly Wessels

Managing Attorney

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OUR REVIEWS

"My advice to those looking for an Attorney for Wills, Trusts and Probates? Look no further. You will be well taken care of. OUTSTANDING!"

 

—  Warren W.

LET'S WORK TOGETHER

We strive to make working together as convenient as possible. To book an appointment, please contact our receptionist staff at 415-944-9406 or book online using the Book Now button below.   We offer Saturday and evening appointments (until 7:00 on most weekdays) at all of our locations: Oakland, Pleasanton, San Ramon, San Francisco. If you prefer to meet by phone, in another Bay Area location, at your home, or at a hospital, please let our staff know and we can make the appropriate arrangements.

 

We welcome kids, pets, and friends and family to accompany you to the office.  It should be easy to bring strollers, etc.  because we have stair-free office options at every location. Due to confidentiality concerns, we may ask that adult friends and family wait in the hallway.

 

Book a complimentary appointment!

No Secrets Please! Not Confidential.

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CONTACT US

Please do not send any confidential information you would not want another party to know about through the website unless we have a signed contract for attorney services. Sending us an email does not create an attorney-client relationship and without an attorney-client relationship, we do not have a duty of confidentiality. This means if you send us an email with confidential information and we are already representing another party in the same case, it could hurt your case. All personal information such as names, phone numbers, and emails are confidential and will never be sold, shared, or used other than by our firm to contact you regarding your case.