San Francisco Estate Planning Attorney
Flat fee trusts for SF homeowners and families. Two convenient SF offices.
Staff at This Location
Elliot is passionate about helping clients use the law to plan effectively, minimize stress, and face the future with confidence.
Lauren's background in real estate made her a natural fit as Deed Specialist — she handles the property transfer work that makes your trust take full legal effect.
Our 2 Signing Locations Near San Francisco
San Francisco – Downtown
580 California Street, 12th & 16th Floor
San Francisco, CA 94104
View on Google Maps →Remote video appointments available statewide. In-person signing required for final documents.
With San Francisco home values among the highest in the country, estate planning isn't optional — it's essential. Without a trust, your home goes through California probate regardless of where it is or how much it's worth. We help SF residents, tech employees with complex equity compensation, and multi-property owners build comprehensive estate plans at a transparent flat fee. We have two San Francisco signing locations: Union Street in the Marina and California Street Downtown.
Why San Francisco 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 San Francisco 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 San Francisco and Surrounding Areas
We work with clients throughout San Francisco County. If you live in or near any of the following communities, we can help:
- Marina
- Pacific Heights
- Noe Valley
- Mission
- Castro
- SOMA
- Financial District
- Richmond
- Sunset
- Bernal Heights
- Cole Valley
Frequently Asked Questions — San Francisco Estate Planning
Do you have an office in San Francisco?
Yes — we have two SF locations. Our Union Street office (2107 Union Street) is in the Marina/Cow Hollow neighborhood. Our Downtown office (580 California Street) is in the Financial District. We also serve clients remotely via video.
How much does estate planning cost in San Francisco?
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. Many SF tech employees have legal insurance (ARAG, MetLife, LegalEASE) that reduces their cost to $360 or $420.
What about stock options and RSUs — do those go in my trust?
Generally no — equity compensation like RSUs and stock options passes through beneficiary designations or your estate, not through the trust itself. We review your equity situation and help you align beneficiary designations so everything passes as intended.
Do I need estate planning if I'm not married?
Especially if you are not married. Without a trust and powers of attorney, an unmarried partner has no legal right to make decisions for you if you're incapacitated, and inherits nothing by default. These documents are essential protection for any committed couple.
How long does the process take?
2–3 weeks. One intake appointment (video or in-person), one signing. Most clients spend about 2–3 hours total. We handle the drafting in between.
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.