Sarah Summerall is the managing attorney and founder of Summerall Law, P.C. She completed her JD at the Univ. of California, Hastings College of the Law. She is a certified probate specialist. Sarah is committed to providing her clients with top-notch legal support for their cases. Since opening her practice, Sarah has had the opportunity to work with hundreds of estate planning clients from various countries, professions, financial situations, and religions. This will enable her to get a vast amount of legal experience and insight, efficiently equipping her to handle nearly any legal matter within estate planning law. Summerall Law is a family-run law firm specializing in cost and time-efficient estate planning, probate, and trust services for families in the Bay Area. The firm provides competitive probate pricing and flat-fee services for uncontested administrations. They respect your time by providing online booking, automated intake forms, video meetings, and a drive-through notary. They accept most insurance (ARAG, Metlaw, LegalGuard/Legal Access). Summerall Law, P.C. has offices in Oakland, San Francisco, Pleasanton, Palo Alto, Walnut Creek, Newark, Campbell & San Ramon.
UNIQUE FACTS:
• 1000s of Completed Plans
• Free Consultation
• In-office Attorney Appointments are Available.
3 Best Estate Planning Lawyers in Oakland, CA
Expert recommended Top 3 Estate Planning Lawyers in Oakland, California. All of our estate planning lawyers actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
SARAH SUMMERALL - SUMMERALL LAW, P.C. REVIEWS
The Summerall Law team helped my family draft trust and will documentation this past summer. Feel free to read more about the experience below, but the bottom line is that they made the process extremely easy and demonstrated care/professionalism throughout the experience. I highly recommend! We had a a general idea of what to expect, but I wanted to ensure we were looking at all angles and I was certain that there may be legal considerations I was missing. We worked with Jihyun who helped gather our input and ultimately drafted the documents. She was personal, professional, and knowledgeable. She took the time to ensure our questions were answered and that we understood the premise of each section before providing an answer. This made me feel much more confident that our intent (as of the time we drafted the documents) was accurately captured. Logistically, she was very accommodating and flexible. Thank you Jihyun! The final part was notarizing the document and Brandon stayed in close contact and was timely. Much appreciated.
We did our family estate planning with Sarah and couldn't be happier. The whole process was easy, quick thanks to Sarah. She was professional, responsive and great to work with. She sent all the documents in soft format and followed up on us to update our financial accounts to reflect the estate/trust. I will recommend Sarah to anyone in a heart beat.
I worked with Summerall Law to create a trust and update my estate plan and was delighted by the experience (an odd thing to say about planning for end-of-life stuff, but nonetheless true!). I worked directly with Kelly, and he made the process easy to understand, interesting, and completely approachable. He was open to every question I had, helped me understand what my options were (and the pros and cons of each) at every step, and gave me wonderfully detailed follow-up instructions I could use to follow up once my plan was completed. There was one small blip in the process (it took longer than expected to get the digital version of my estate plan), but once the team was aware of it, they addressed it right away. Highly recommended!
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Mike Broad is the founder of East Bay Probate & Trust Administration. He obtained his Juris Doctor at John F. Kennedy University School of Law. Mike is a member of the Contra Costa County Bar Association and East Bay Trusts and Estates Lawyers. He is the founder and president of The Intermodal Maritime Association. Mike offers client-focused representation and counsel for comprehensive estate planning services. He represents a tradition of quality and service to his community in the East Bay. Mike works closely with his clients and responds promptly to their inquiries and concerns throughout the probate process. Whether Mike is representing a client in trucking litigation or making a comprehensive Estate Plan for a family, he represents a tradition of quality and service to the community in the East Bay. East Bay Probate & Trust Administration is a boutique estate planning, probate, and trust administration law firm based in the East Bay, serving Oakland and Alameda counties since 1986. The team has the knowledge, experience, and understanding to guide you through and create the estate plan that fits your goals. They aim to find the best options to preserve your assets and make them available to your beneficiaries exactly how you desire. If you face estate taxes, they can help you reduce or eliminate your estate tax burden.
UNIQUE FACTS:
• Handled 24 Probate Cases
• Personal Attention in Every Case
• Flexible Appointment Availability.
Specialty:
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Working Hours:
Sat & Sun: 10am - 2pm
TBR® Inspection Report:
MIKE BROAD - EAST BAY PROBATE & TRUST ADMINISTRATION REVIEWS
My husband and I have been working with Mike for a few months now. We found him because we are a same sex married couple with a child and needed an Estate Attorney familiar with our situation to create a trust. We are so grateful to be working with Mike. He has made this experience so wonderful. He makes us feel like family every time we talk or meet. He has had to make us think and ask us difficult questions. But when he does it is with genuine concern and an open heart. He explains to us why we need to make these decisions and how it will effect us down the road. He talks to us with constant professionalism that guides us in the right direction. It has been our privilege to work with Mike. Thank you so much for everything. We feel our future and the future of our family is in great hands. Thank you for the security we feel in our lives.
My 89 year old mom arrived from Hawaii last month. She was noticeably weaker and more forgetful. When she fell backwards and hit the back of her head, we both knew she needed an estate plan to get her affairs in order. I contacted Mike who had worked with me on the sale of my house in Oakland 10 years ago and asked for recommendation for an estate planning attorney. Mike told me he had opened his estate planning practice. I now live in Roseville. Mike agreed to meet me and my mom half way between my house and his office in Oakland. He spent several hours with us, explaining all the options and choices that my mom could make. My mom was very hesitant about giving any one of her children a power of attorney over her finances. Mike explained the options, their strengths and weaknesses, and created a plan that my mom felt comfortable with. After this first meeting, we had a second meeting, again, Mike meeting us halfway, to discuss the final documents. My mother is happy and we are much more at ease knowing that my mom’s property, her health care decisions and what to do about her finances if she ever becomes disabled, is taken care of. Also, his rates are reasonable.
My estate is not too complex, but this being my first trust, I had loads of questions. Mike was very attentive and satisfied all my concerns. I was pleased that the trust was assembled in easy-to-understand English. It had minimal mumbo-jumbo legalese like what I found in two trusts that my friends were willing to share with me (and for which I feel they overpaid). The price was very reasonable and I highly recommend him.”
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Eric E. Davidson is an experienced lawyer at Davidson Estate Law. He completed his JD at Golden Gate University. Eric knows that every family deserves the peace of mind that comes from long-term strategies suited to their goals. He is proud to guide you through this process step by step. Davidson Estate Law is a family-owned and operated estate planning law firm specializing in trusts, wills, trust administration, and probate. The estate planning law firm has been a trusted source of legal guidance and compassionate counsel for Bay Area families for more than 25 years. They can help you develop an estate plan for you and your family. Whether your situation is best handled by drafting a will or trust, designating power of attorney, establishing guardianship to care for your children, or a combination of any of these elements, reach out to Davidson Estate Law. Davidson Estate Law provides fully remote services to help you and your family plan for the future and protect what truly matters. Their offices are also located in Oakland City Center, with branch offices in Berkeley, San Francisco, Walnut Creek, San Jose, and San Mateo.
UNIQUE FACTS:
• Fifth-generation Californian
• Admitted To Practice Law in the State Bar of California
• Set Up a Free Consultation.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ERIC E. DAVIDSON - DAVIDSON ESTATE LAW REVIEWS
Having recently experienced the probate process after my mother's passing, I did not want that for my loved ones so I looked for someone knowledgeable and trustworthy to help me find a better way to take care of them. I first encountered Steven and Eric Davidson at an estate planning workshop they hosted. I was impressed with the way Steven broke down and explained the complex aspects of estate planning into understandable pieces. As a retired attorney, I was put at ease from the beginning by the in-depth knowledge and guidance provided to me throughout the design and structuring of my estate plan. The fact that Davidson Estate Law is a father-son practice gives me confidence that my estate plan will be monitored and advice provided in order to adjust my plan to reflect changes both in my life's circumstances and changes in the law. An added bonus is the office support provided by Joelle, Steven's wife, who patiently answered my questions and responded promptly when I asked for her help. All in all, the Davidson firm helped make a complicated process much less difficult and nerve-wracking and I would be happy to recommend Davidson Estate Law to everyone. We recommend Davidson Law for anyone with estate Planning needs.
We did our family trust with Eric Davidson. As you can imagine, we were nervous doing it during the pandemic. He was very responsive and understanding. He did several calls with us and spent hours explaining the process and determining our needs. He was personable and patient. He was also flexible about doing the trust signing at our home (outside). His staff are very friendly and it was easy to pick up our completed trust at the office.
Davidson Estate Law did an excellent job handling our estate planning. We met with Eric Davidson. He was very conscientious in explaining and advising with regards to the various options associated with our family trust. We were very pleased with the quality of service and communication.
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