FOR BAY-AREA RESIDENTS
Take care of your loved ones now...
So they’ll be taken care of after you pass
With estate planning that’s fast, friendly, easy & affordable.
4.9 stars based on 350+ reviews
$1500 Estate plans, details here
Takes only a few hours
of your time
Easy online forms to get you started
Friendly attorneys for the hard questions
PRICING & SERVICES
No mystery about what we do, what you get, & what it costs
“It takes too long. Costs too much. With a process that’s too overwhelming.” We made it our mission to eliminate each of these objections when you work with us.
International relatives ∙ Same-sex couples ∙ Special needs beneficiaries ∙ Inheritance traditions ∙ Insurance-paid plans
THE UGH OF ESTATE PLANNING
Feeling guilt or shame about not taking care of loved ones. Leaving survivors in probate court for an extra year—with a $30K+ legal bill. Signing a plan that doesn’t reflect one’s wishes. Spending more than needed—on a wrong plan. Survivors waiting too long to get their assets.
And… wasting time & energy reviewing old-school,
user-infuriating legal documents.
We can help, let's get started.
Having no plan (or a bad plan) causes problems. Like...
We can help you make tough choices now to reduce future family feuds.
GET PEACE-OF-MIND
Estate planning done right
We know you’ve got work to do and a life to live. So we’ve made it simple & easy for you to get your affairs in order. The right plan in the right amount of time.
Your people
Know your loved ones will be well taken care of after your death.
Your comfort
Appreciate being treated with dignity, warmth & respect.
Your stuff
Know your assets will be distributed according to your wishes.
Your convenience
Appreciate a process that’s organized, speedy—and affordable.
Your advisor
Know your attorney works only on estate plans and can help you find solutions you might not be aware of.
Your time
Appreciate clarity with quick summaries, key concepts & easy instructions—all in plain English.
Ready for a plan for specials needs, blended, queer or international family members?
HOW IT WORKS
Starting is the hardest part
We made it easy. To start—and to finish.
Imagine completing your estate plan in about three hours of your time.
Complete basic form (5-10 mins)
Receive link to an online form ∙ Answer a few basic questions ∙ No account numbers or socials needed ∙ All ready for our 1st meeting
We meet (30-60 mins)
Discuss your intake form ∙ Determine your goals ∙ Answer your questions
Review your draft (15-30 mins)
Receive your draft plan in a week ∙ Review your plan (we include time-saving summaries to make this doable)
Meet again (30-60 mins)
Review plan together ∙ Answer your questions ∙ Finalize your plan ∙ Identify any post-planning steps
Finalize, sign & pay (30 - 60 mins)
Drive-through notaries all over ∙ Sign & pay ∙ Complete any post-planning steps on your schedule
ABOUT US
Why we do what we do
I started off with an internship around medical & legal partnerships. I saw how the right legal documents were crucial for relieving the pain of people deeply suffering.
And that’s why I started this business.
To make something so important easier for more families to take advantage of, not just the super rich.
To create space for clients to have difficult conversations with a warm, approachable & caring attorney.
Sarah Summerall
Founder & Managing Attorney of Summerall Law
To make it easier for you to have tough conversations with your loved ones that will survive your passing.
To preserve continuity as much as possible after you pass. Like.. staying in one’s home or continuing medical care for special needs.
With a process that’s simple. With attorneys that are organized. With prices that are affordable.
So you’ll know—what to expect, how long it’ll take, how much it’ll cost.
And… so you can live in peace, knowing your affairs are in order.
Need a Spanish-speaking attorney? Got you covered.
WHY US
We’ve made a hard thing doable
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15+ years, 100s of testimonials, 1000s of completed plans
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Trusted by professors, doctors, lawyers, teachers & other professionals
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•Clear pricing, simple process, affordable amendments
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More Trust options offered only by us to make life easier
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Better plans with better processes & organized lawyers
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Free consultation to see if we’re a fit
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Loads of great scores & reviews on Yelp & Google
WHY WAIT ANY LONGER?
Ready to create your estate plan? Or Not?
Your loved ones will be taken care of
Your survivors will save
thousands
Be proud you took care of business
Amazed how easy it all
was
Work with a community-minded business
Keep feeling you should do
more
Keep worrying how to protect
your loved ones
Keep wondering about ending
up in probate
Keep questioning who’ll get
what
Leave family members unsure what you wanted
Ready to stop worrying what would happen to them—if something happened to you?
CONTACT US
Got questions? Just ask.
We’ll get back to you quickly to schedule a call or answer your questions. Promise.