Estate Planning Built for Modern Life
Kind attorneys providing flat fee estate plans for mid-size estates. Designed to reduce unnecessary litigation and attorney fees, helping protect your loved ones from tens of thousands of dollars in costs and years of probate delays. Built for modern clients with intuitive technology, easy booking, and convenient signing locations. See what we do
$1,500 per person- Most insurance accepted
- It takes 2-3 hours in 2-3 weeks
Answer a few questionsReview with an attorneySign at a convenient location
WHAT YOU RECEIVE
Your Estate Plan Package
Everything your family needs to carry out your wishes clearly, all included in your flat fee plan
Power of Attorney
Health Care Directive
aka Living Will
Trust Funding Instructions
Guardianship Nomination
Included if needed
Special Needs Trust
Included if needed
Primary Residence Deed
Included if needed
WHO IT’S FOR
Built for Modern Families and Individuals
From business owners to blended families, we create clear estate plans that answer your modern day needs
Single Parent
Whether you want to work closely with your ex or need to prevent them from messing with your plans, we have options and experience to share.
Blended Family
The firm owners come from a blended family and have crafted numerous options to help you strike the right balance for your unique goals.
International Family
Every plan we create has options to make it easier for your loved ones abroad to be involved in your plan. Link to article
HOW IT WORKS
A Clear Easy Process
Most clients finish this process in 2–3 weeks, with just 2–3 hours of their time.
A structured, attorney-guided process from start to finish. No hourly billing.
1 . Share your information
Complete an easy intake form, then meet our attorney to review your goals.
2 . Review your choices summary
We promptly send you a complete plan summary and make the complete plan available for your review and approval.
3. Sign and pay
Meet with an attorney at one of our 20+ locations throughout the Bay Area and California to review your documents, sign, and complete your plan with confidence. We record your deed, you sign into your financial account to start estate funding process. See our locations
Hundreds of positive reviews on Yelp & Google
“Sarah was very thorough in explaining each part of my Living Will, gave good advice and even helped me with another issue I was having with my Father's Estate. Call-backs and email responses were very timely. Very happy with this experience.”
WHY THIS MATTERS
The Hidden Costs of Not Having a Plan
With our estate plan, your loved ones avoid unnecessary costs and delays.
~$25,000
In avoided probate costs
Because we create a trust that fits you
~$10,000
In reduced admin & legal fees
Because our plan is streamlined
1+ Year
Of waiting on inheritance
Because our funding strategy is easy
Flat Fee Pricing
Transparent estate planning pricing so you know exactly what you’re paying for.
With Legal Insurance
We Accept: ARAG, MetLife, LegalEASE/LegalACCESS
$ 360/individual
$ 420/couple
Includes:
- Trust & Will
- Power of Attorney
- Health Care Directive
- Certification of trust
- Primary residence deed
- Trust funding instructions
Out of Pocket
We Accept: Cash, Checks, Credit cards, Apple pay
$ 1,500/person
$ 3,000/couple
Includes:
- Trust & Will
- Power of Attorney
- Health Care Directive
- Certification of trust
- Primary residence deed
- Trust funding instructions
Additional Services
Additional meetings
$ 250 / 30 mins
Extra advice if you need it
Add a deed
$ 500 / deed
For your CA properties
Separate property trust
$ 750 / trust
Add flexibility to your plan
Non-Attorney Services
Skip the attorney chat and get a document fast
Start Your Estate Plan Today
Start Your PlanSchedule to receive our easy intake form to get started
US IN NUMBERS
HOW WE COMPARE
A Better Way to Create Your Estate Plan
The expertise of a law firm with the clarity and efficiency of modern technology.
Summerall Law
Summerall Law
Modern Tech-Enabled Firm
- Attorney-Guided Process
- Experienced Attorneys
- Customized Solutions
- Technology-Powered Efficiency
- Transparent Flat Fee
- Accepts Legal Insurance
- Standard Fee$1,500 per trust
- Separate Property Trust$750 per trust
- Special Needs TrustIncluded
Key Features
Summerall Law
Modern Tech-Enabled Firm
Traditional Firms
Most Law Firms
Online Services
DIY Online Platforms
Attorney-Guided Process
Experienced Attorneys
Customized Solutions
Technology-Powered Efficiency
Transparent Flat Fee
Accepts Legal Insurance
Standard Fee
$1,500 per trust
$5,000–$10,000 per trust
$300–$700*
Separate Property Trust
$750 per trust
$5,000–$10,000 per trust
Not Included*
Special Needs Trust
Included
~$3,000
Not Included*
BY WHO
Our Attorneys
Work directly with our experienced attorneys to help plan your estate with clarity and confidence
Sarah Summerall
Founder
Estate Probate & Trust Specialist.
Mother of three boys born in 3 years.
UC Law, San Francisco- University of Utah, Finance Major
Kelly Wessels
Managing Partner
20 years of legal experience.
Avid hiker and reader.
- Georgetown Law
- University of Utah
Albert Wu
Partner
1,800+ Estate Plans.
Fluent in Mandarin & plays tennis.
- Harvard Law
- UC Berkeley, Haas School of Business
Amina Dzano
Senior Associate
Fluent in Bosnian, Croatian and Serbian.
Loves all things food.
- Penn State Law, Commencement Speaker
- Mills College, International Relations
Danielle Holit-Gsell
Associate Attorney
UC Berkeley Law, California Law Review.
Stained glass artist.
- UC Berkeley School of Law
- University of Maryland
Annika Nielsen-Kim
Associate Attorney
Harvard College graduate.
Mom of two, loves cooking.
- Notre Dame Law School
- Harvard College
Patrick Premo
Of Counsel
25+ years of legal experience.
Father of six in a blended family.
- Santa Clara Law, magna cum laude
- Durham University, England
Naomi Hughes
Associate Attorney
UCLA Law, LL.M. in Taxation.
Loves travel and indie music.
- UCLA School of Law
- Golden Gate University, LL.M. Taxation
Kathleen Arteficio
Associate Attorney
Northwestern JD-MBA.
7 years data analytics at Credit Suisse.
- Northwestern University, JD-MBA
Alvaro Andres
Associate Attorney
Fluent in Spanish.
Loves photography and soccer.
- UC College of the Law, San Francisco
- UC San Diego, Economics
Sachin Patel
Associate Attorney
USF Law graduate.
Community volunteer and art creator.
- University of San Francisco School of Law
- UC Davis