3 Best Estate Planning Lawyers in Oakland, CA

Expert-recommended Top 3 Estate Planning Lawyers in Oakland, California. All of our estate planning attorneys actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Sarah Summerall - Oakland, CA Estate Planning Lawyers
Sarah Summerall - Oakland, CA Estate Planning Lawyers
9+ YEARS IN TBR
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SARAH SUMMERALL

SUMMERALL LAW, P.C.
3873 Piedmont Avenue, Suite 8,
Oakland, CA 94611 Directions

Since 2008

Specialty:

Estate Planning Law Probate and Trust Administration Trust Litigation and Contract Disputes Revocable Trust Certification of Trust Special Needs Trust Personal Property Memorandum Guardianship Nomination with Child Care Power of Attorney Pourover Will Plan Notarization Durable Power of Attorney Advanced Healthcare Directive and Living Will DIY Legal Documents

"Sarah Summerall is the managing attorney and founder of Summerall Law, P.C. She is a probate and estate planning lawyer, estate planning, trust, and probate law certified specialist. She finished her JD at the University of California, Hastings College of the Law. Sarah is committed to providing her clients with top-notch legal support for their cases. Since opening her practice, Sarah has worked with hundreds of estate planning clients from various countries, professions, financial situations, and religions. Her mission is to take that very complex task and make it as organized, friendly, and user-friendly as possible. Summerall Law specializes 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 San Francisco, Pleasanton, Walnut Creek, Fremont/Newark, San Jose/Campbell, San Ramon, Palo Alto, Santa Clara, Mountain View, San Mateo, Concord, Berkeley, San Rafael, and Tracy. Schedule a free consultation.

2026 Update: The firm has completed over 10,000 plans, brings more than 15 years of experience as an estate planning firm, and operates across 20+ locations."

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License #260309

Price:

With Legal Insurance
Individual $360
Couple $420
Out Of Pocket
Individual $1500
Couple $3000
Additional Services
Additional Meetings $250
Add A Deed $500
Separate Property Trust $750
Trust & Estate Plan Cost
Modern Flat Fee Firm $1500
Traditional Firms Starts From $5000
Solo Small Firms Starts From $2000
Online Diy Starts From $399
With Legal Insurance
Individual Starts From $360

Discount:

10% Off to Veterans and All Those Who Serve Their Communities Through the Military, Fire, and Police Departments, as well as Those Teaching in Public Schools (K-12)

Contact:

(415) 944-9406

Mon-Fri: 6am - 7pm
Sat: 8am - 4pm
Sun: Closed

TBR® Inspection Report:

Eric E. Davidson - Oakland, CA Estate Planning Lawyers
Eric E. Davidson - Oakland, CA Estate Planning Lawyers
7+ YEARS IN TBR
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ERIC E. DAVIDSON

DAVIDSON ESTATE LAW 1300 Clay Street, Suite 600,
Oakland, CA 94612 Directions

Since 2016

Specialty:

Wills Living Trusts Estate Planning and Trusts Revocable Living and Irrevocable Trusts Advance Directive Power of Attorney Trust Administration Probate

"Eric E. Davidson received his JD from Golden Gate University. He is currently finishing the LL.M. in Estate Planning and Taxation program at GGU. He is admitted to practice law at the State Bar of California. 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 specializes in trusts, wills, trust administration, and probate. The 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. They offer a free consultation. Their offices are also located in Larkspur, CA. They proudly serve families in Oakland, Berkeley, San Francisco, Walnut Creek, San Mateo, and the rest of the Bay Area.

2026 Update: Eric E. Davidson has been recognized as a Super Lawyers Rising Star Award."

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License #314922

Contact:

(510) 405-3505 (510) 527-6774

Mon-Fri: 8am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Richard J. Lee Law Group, P.C. - Oakland, CA Estate Planning Lawyers
Richard J. Lee Law Group, P.C. - Oakland, CA Estate Planning Lawyers
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RICHARD J. LEE LAW GROUP, P.C.

11 Embarcadero West, Suite 140,
Oakland, CA 94607 Directions

Since 2016

Specialty:

Estate Planning Probate & Trust Administration Healthcare Directives Powers of Attorney Small Businesses Non-Profit Organizations

2026 Update: Richard J. Lee Law Group, P.C. is led by an attorney who has been in private practice for more than 40 years. He earned a Bachelor of Arts in Sociology from Stanford University in 1969, graduating with honors and distinction, and received his J.D. from Berkeley Law in 1974. Richard J. Lee is a California State Bar Certified Specialist in estate planning, probate, and trust law. He helped found the Film Arts Foundation in 1976 and served as its legal counsel until 2008. The firm offers flat fees for most estate plans and small business formations. Richard J. Lee helped transition the services provided to independent media professionals to SFFilm.

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License #61857|#3530585

Contact:

(510) 272-0200

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: