Fully remote estate planning is available. We have implemented a process so your will and trust will be legally prepared and recorded without you having to have any in-person contact. For the immediate future, all meetings will be held over the phone with a google hangout link to share documents. We are doing our best to make sure clients have full access to estate planning resources during this difficult time. Thank you for your patience, support, and understanding.
Our goal is to make the process of preparing your will, trust, and necessary supporting documents as painless and straight-forward as possible. We offer a simple flat-fee billing structure and quick turnaround time. For most plans, we will complete the plan either in one day or in two meetings and the fees range between $1,500 and $5,000. There are no recurring fees and clients are welcome to ask follow-up questions at any time. We accept ARAG and HYATT/MET-LIFE and LegalEASE/LegalGUARD legal insurance.
We offer competitive probate pricing and flat-fee services for uncontested trust administrations. In addition, we also counsel on services to avoid the use of probate altogether through Spousal Property Petitions, Substituted Judgment Petitions, Small Estate Affidavits, and Heggsted Petitions (a court process used to correct issues with how property was transferred to a trust)..
We have helped clients remove executors and trustees who have failed to fairly administer estates, negotiated settlements for spouses or non-marital partners that were excluded from a will or trust, contested and argued the validity and interpretations of wills and trusts, and represented families in complex settlement negotiations..
Our clients are individuals and families of all ages and backgrounds with small or mid-size estates (estates worth no more than $10 million dollars). We offer services tailored to the needs of our diverse clients with various religious and ethnic backgrounds, international relatives, non-traditional family structures (including LGBTI and non-marital partners), those who need to provide for beneficiaries with physical or mental disabilities, and those who want to include provisions to support an aging parent. It is our mission to create a warm and safe emotional space to discuss these issues and to be prepared to discuss the various legal intricacies that occur in these situations.
I highly recommend Sarah to all my family and friends.
My partner and I are getting married in November but we wanted to make sure we don't leave a mess behind for the other to clean up should something happen. Sarah went step by step with us on the important stuff and then we met her to make it all official. I usually get very uncomfortable dealing with any legal situations but Sarah made it all pretty simple.
We found Sarah via Yelp. Once we read the wonderful comments, we decided to choose Sarah. Estate planning was not something we looked forward to doing. Sarah took the pain out of the task. Her price was fair. She was very pleasant to work with. Sarah was straight to the point and very efficient. The "pre-prep" material was very helpful and made the process go smoother. We highly recommend Sarah.
Wow, were we impressed! Sarah Summerall is an intelligent, thoughtful, caring attorney. What a surprise it was to meet this statuesque beauty with a laid back attitude. She was relaxed as she covered every detail of creating a new Will, Trust and Advance Health Care Directive.
I'm very happy with the resulting plan, and I will definitely go back to Sarah if I ever need to update anything. Now I can sleep easy knowing that everything will be cool if I die in my sleep.
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.
I found Sarah when we had to resolve some issues related to trusts. Immediately her knowledge and expertise in estate planning, trusts and wills came through. In a short amount of time she had explained clearly what we needed to know.
My advice to those looking for an Attorney for Wills, Trusts and Probates? Look no further. You will be well taken care of. OUTSTANDING!
Sarah Summerall's work is efficient, thorough, caring, and timely. Beginning with clear communication about the process and fees, through easy appointments and free-flowing advice and suggestions, my experience could not have been better.
Sarah Summerall represents hundreds of families in the Bay Area every year. We have excellent Yelp reviews and are very grateful for the countless referrals and client testimonials we have received. Sarah has passed the certification exam to be a probate and estate specialist and has served clients for nine years. Our office is excited to have Sarah’s brother, also an attorney, join the practice in May of 2018. Our office staff also includes Sam Howard, our paralegal, and Captain Schnugles, our office greeter.
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 here. We offer after hour appointments (until 7:00 on weekdays) and meet clients at our satellite offices in San Ramon and Pleasanton on Fridays. 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. Due to confidentiality concerns, we may ask that adult friends and family wait in the hallway.
Please use this form to reach out with any inquiries you might have. If you would like to schedule an appointment you can do that using the button below.