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We’re an estate planning law practice that offers a better plan in less time.  We offer online booking, mobile-friendly intake forms, video meetings, and a drive-through notary.  We accept most insurance (ARAG, Metlaw, LegalGuard/Legal Access).  We charge less if you have a simple plan, and offer free special needs trusts.

 

Simply said, our price point is less expensive than competing  firms and our product is better. Our initial consultations are always free. Welcome to Summerall Law.

An estate plan allows you to say who will inherit your assets and make other important decisions for you when you can’t speak for yourself. Putting your wishes in writing can save your family significant time and money. Our goal is to make the process of creating those documents (will, trust, etc.) as painless and straight-forward as possible. We offer a simple flat-fee billing structure and quick turnaround time. For most plans, clients are done in just one or two meetings for fees of $1,000 – $5,000. There are no recurring fees and clients are welcome to ask follow-up questions at any time.

Losing a loved one is an overwhelming experience, we can help make the process of transferring that person’s assets to the right beneficiaries easier. We offer competitive probate pricing and flat-fee services for uncontested administrations. In addition, we also counsel on services to avoid the use of probate altogether through other legal tools such as Spousal Property Petitions and Heggstad Petitions.  This process begins with you completed a simple intake form.   Once we review it,  we will let you know within 2 business days whether or not it makes sense for us to discuss representing you.  

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 using the Book Now button below.   We offer Saturday and evening appointments (until 7:00 on most weekdays) at all of our locations: Oakland, Pleasanton, San Ramon, San Francisco. 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.  It should be easy to bring strollers, etc.  because we have stair-free office options at every location. Due to confidentiality concerns, we may ask that adult friends and family wait in the hallway.

Book a complimentary appointment!

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  • Budget Friendly:Yes
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