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Sherman Oaks Estate Planning Attorney

Flat fee estate plans for Sherman Oaks and the San Fernando Valley.

Our Office Near Sherman Oaks

Sherman Oaks

15233 Ventura Blvd

Sherman Oaks, CA 91403

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Remote video appointments available statewide. In-person signing required for final documents.

Outside view of our Sherman Oaks office at 15233 Ventura Blvd

15233 Ventura Blvd · Sherman Oaks, CA 91403

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Our Sherman Oaks office is on Ventura Boulevard. Valley homeowners are often sitting on decades of appreciation in a house they bought for a fraction of its current value, which is exactly the situation California probate punishes hardest. A trust is the straightforward fix.

Why Sherman Oaks Families Choose Summerall Law

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Flat Fee — No Surprises

$1,500/person or $3,000/couple — all inclusive, no hourly billing. With legal insurance (ARAG, MetLife, LegalEASE), your cost drops to $360 or $420.

Done in 2–3 Weeks

Most clients finish in 2–3 weeks and spend just 2–3 hours of their own time. One intake meeting, one signing appointment. We handle everything in between.

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20+ California Locations

Sign at the office nearest you — we have signing locations across the Bay Area, Sacramento, and Southern California. Remote intake available everywhere in the state.

Comprehensive Plans

Every plan includes your trust, pour-over wills, financial power of attorney, healthcare directive, and trust funding instructions. Built-in special needs provisions at no extra charge.

What's Included in Every Estate Plan

Revocable Living Trust

The foundation of your plan. Avoids probate and keeps your estate out of court.

Pour-Over Will

Catches anything not titled in your trust and directs it into the trust at death.

Financial Power of Attorney

Names someone to manage your finances if you become incapacitated.

Advance Healthcare Directive

Specifies your medical wishes and names a healthcare agent to speak for you.

Trust Funding Instructions

Step-by-step guidance for transferring your home and accounts into your trust.

Plain-English Summary

A clear explanation of your plan so your trustee knows exactly what to do.

What Probate Actually Costs in Los Angeles County

California probate fees are set by statute — and they're based on the gross value of your estate, not your equity. That means a $1.2M home with a $700K mortgage generates over $28,000 in mandatory attorney and executor fees. Add court costs, and the total often exceeds $35,000. The process takes 12–18 months.

A Summerall Law trust package costs a fraction of that — and eliminates probate entirely for most families.

Get a Flat Fee Estate Plan

Serving Sherman Oaks and Surrounding Areas

We work with clients throughout Los Angeles County. If you live in or near any of the following communities, we can help:

  • Studio City
  • Encino
  • Van Nuys
  • North Hollywood
  • Woodland Hills
  • Tarzana
  • Burbank
  • Toluca Lake
  • Valley Village

Frequently Asked Questions — Sherman Oaks Estate Planning

Ready to Protect Your Family?

Book a free consultation. We'll walk you through the process, answer your questions, and give you a clear path forward — no pressure, no commitment.

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