Marin County Estate Planning Attorney
Flat fee trust packages for Marin homeowners and families.
Staff at This Location
Elliot is passionate about helping clients use the law to plan effectively, minimize stress, and face the future with confidence.
Our Office Near Marin County
Remote video appointments available statewide. In-person signing required for final documents.
Marin County has some of the highest property values in California — and estates that go to probate here face some of the largest statutory fees in the state. We have an office in San Rafael serving Marin residents throughout Corte Madera, Mill Valley, Tiburon, Sausalito, and beyond. Our flat fee estate plans give Marin families a simple, protective plan without the cost or complexity of traditional estate planning.
Why Marin County Families Choose Summerall Law
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.
Locations Across California
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
The foundation of your plan. Avoids probate and keeps your estate out of court.
Catches anything not titled in your trust and directs it into the trust at death.
Names someone to manage your finances if you become incapacitated.
Specifies your medical wishes and names a healthcare agent to speak for you.
Step-by-step guidance for transferring your home and accounts into your trust.
A clear explanation of your plan so your trustee knows exactly what to do.
What Probate Actually Costs in Marin 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 PlanServing Marin County and Surrounding Areas
We work with clients throughout Marin County. If you live in or near any of the following communities, we can help:
- San Rafael
- Mill Valley
- Tiburon
- Sausalito
- Corte Madera
- Larkspur
- Novato
- Fairfax
- San Anselmo
- Kentfield
- Greenbrae
Frequently Asked Questions — Marin County Estate Planning
Do you have an office in Marin County?
Yes — our Marin office is at 1000 4th Street, 3rd Floor, San Rafael. We also serve Marin clients remotely via video.
My home in Marin is worth over $3M. What happens without a trust?
Without a trust, your home goes through California probate. Statutory attorney and executor fees on a $3M estate total approximately $68,000 — before court costs. The process also takes 12–18 months. A trust costs a fraction of that and avoids probate entirely.
How much does estate planning cost in Marin?
Our flat fee is $1,500 per person or $3,000 for a couple — all-inclusive. Most law firms charge $3,000–$5,000 per trust; we keep costs lower through the technology we have built around our process. With legal insurance (ARAG, MetLife, LegalEASE), your cost drops to $360 or $420.
I own rental property in Marin. Does that affect my estate plan?
Rental properties should be titled in your trust so they pass without probate. We include real property transfer guidance with every estate plan, including instructions for your county recorder's office.
How long does the process take?
2–3 weeks. One intake call, one signing appointment at our San Rafael office. We handle everything in between. Most clients spend about 2–3 hours of their own time total.
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.