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San Diego Estate Planning Attorney

Flat fee trust packages for San Diego families and homeowners.

Our Office Near San Diego

San Diego

9655 Granite Ridge Drive, Suite 200

San Diego, CA 92123

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

Outside view of our San Diego office at 9655 Granite Ridge Drive, Suite 200

9655 Granite Ridge Drive, Suite 200 · San Diego, CA 92123

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San Diego's real estate market has grown dramatically — and the families who bought here decades ago are sitting on estates that go to court without a trust in place. We have a San Diego signing office in Kearny Mesa and work with military families, retirees, and young professionals throughout San Diego County. Our flat fee process is simple, transparent, and complete in 2–3 weeks.

Why San Diego 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 San Diego 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 San Diego and Surrounding Areas

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

  • Kearny Mesa
  • Mission Valley
  • North Park
  • Hillcrest
  • La Jolla
  • Pacific Beach
  • Coronado
  • Chula Vista
  • El Cajon
  • Escondido
  • Carlsbad
  • Encinitas
  • Oceanside

Frequently Asked Questions — San Diego 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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