COVID-19 Shelter in Place /Full Remote Estate Plans

*During the COVID-19 pandemic we are offering a  25% discount on estate planning services to everyone who works in health care.*

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.

Rush Plans and Emergency Appointments

Given all that is going on in the world, we are offering rush plans and emergency appointments in addition to our standard scheduling options.
  • Please review our standard scheduling options available at this link.
  • If our calendar does not show an appointment available on the timeline you need it, just email or call us directly and ask for a rush appointment or to be put on the waitlist and we will get back to you as soon as we can. (We do have availability for urgent matters beyond what is shown on our calendar.)

Our Services

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

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.

Our Team

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.

Let’s Work Together

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.

Contact Us

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.

Phone: (415) 944-9406