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Walnut Creek Estate Planning Attorney

Flat fee estate plans for Walnut Creek and central Contra Costa County.

Staff at This Location

Sachin Patel
Sachin PatelAttorney

Sachin brings experience in commercial transactions and regulatory compliance, with a passion for community service.

Christian Starck
Christian StarckSigning Specialist

Christian was born and raised in the Bay Area. He enjoys meeting clients at signings and helping them finalize one of the most important documents of their lives.

Claudine Bautista
Claudine BautistaSigning Specialist

Claudine grew up in the Bay Area and guides clients through the signing appointment with warmth and care.

Our Office Near Walnut Creek

Walnut Creek

43 Quail Court, Suite 102

Walnut Creek, CA 94596

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

Outside view of our Walnut Creek office at 43 Quail Court, Suite 102

43 Quail Court, Suite 102 · Walnut Creek, CA 94596

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Our Walnut Creek office on Quail Court serves central Contra Costa County. Many clients here are approaching or already in retirement and are updating a plan written decades ago — often one that names a trustee who has since died, or a bypass trust that no longer does anything useful. We review what you have before recommending anything new.

Why Walnut Creek 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 Contra Costa 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 Walnut Creek and Surrounding Areas

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

  • Lafayette
  • Orinda
  • Moraga
  • Alamo
  • Danville
  • Pleasant Hill
  • Concord
  • Clayton
  • Rossmoor
  • Blackhawk

Frequently Asked Questions — Walnut Creek 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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