South Bay Estate Planning Attorney
Flat fee trusts for Silicon Valley families. 5 South Bay signing locations.
Staff at Our South Bay Offices
Staff varies by office. Everyone below works across our South Bay locations.
Patrick brings over 25 years of legal experience spanning litigation, estate planning, and trust administration.
Man was born and raised in Beijing and went on to study at UC Berkeley. Before joining Summerall Law, she worked as a UX designer.
Linette practiced litigation for several years before transitioning to estate planning, where she enjoys working directly with clients to help protect and provide for their families’ futures. She is fluent in Spanish and speaks conversational Romanian.
Elliot is passionate about helping clients use the law to plan effectively, minimize stress, and face the future with confidence.
Our 5 Signing Locations Near South Bay
Remote video appointments available statewide. In-person signing required for final documents.
The South Bay is home to the highest concentration of tech wealth in the world — and a surprising number of families who still don't have a trust in place. We have five South Bay signing locations serving Santa Clara and San Mateo Counties. Our estate plans are specifically designed for tech professionals, dual-income households, and families with children who want a comprehensive, easy-to-understand plan at a flat fee.
Why South Bay 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.
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
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 Santa Clara and San Mateo Counties
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 South Bay and Surrounding Areas
We work with clients throughout Santa Clara and San Mateo Counties. If you live in or near any of the following communities, we can help:
- San Jose
- Cupertino
- Sunnyvale
- Los Altos
- Los Gatos
- Saratoga
- Menlo Park
- Redwood City
- Foster City
- Burlingame
- San Carlos
- Belmont
- Atherton
Frequently Asked Questions — South Bay 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.