Estate Planning and Probate Services for Santa Rosa, CA

Codi M. Dada assists Santa Rosa clients with estate planning, probate administration and trust administration. The work begins with your documents, property and questions, with the firm based in Novato and offering virtual services across California.

Book Your Free Consultation

Discuss whether you are planning ahead or handling an estate after a death. Bring the existing documents and asset information so the consultation can focus on the decisions or administration steps relevant to your situation.

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Separate planning from administration after a death

A planning conversation can cover both property transfer and decisions during life. Review your will or trust alongside financial and health-care documents, the way your assets are owned and any named beneficiaries. A trust may be useful for particular property, but it is not a guarantee that every asset or issue will avoid court.

Estate planning and administration guidance

Gather the documents and establish authority

After a death, begin by locating the complete will or trust and any amendments. Prepare an inventory showing the type, ownership and estimated date-of-death value of each asset. A person named in a will is not appointed solely by that nomination; formal probate includes court appointment of the personal representative.

Choose the service for your Santa Rosa situation

The required steps depend on the estate and proceeding. Discuss petitions, notices, asset records and any appraisal or creditor questions with counsel before making distributions.

Probate Administration

Discuss probate petitions, required notices, court filings and the responsibilities of a court-appointed personal representative. The proposed engagement should identify the work the firm will handle.

Probate Services

Review estate assets, ownership records, creditor issues and any inventory or appraisal requirements. The necessary steps depend on the property and proceeding.

Estate Planning

Prepare or review wills, trusts, financial powers of attorney and health-care documents, together with titles and beneficiary arrangements. A will alone does not avoid probate.

Trust Administration

Review the trust, its amendments and the assets actually held by it. Property outside the trust may require a different transfer process.

Codi M. Dada — Serving Santa Rosa Clients

Codi M. Dada Law Office P.C. offers estate planning, probate administration and trust administration to Santa Rosa clients. Its office is at 802 Grant Ave, Novato, CA 94945, with virtual services across California. Discuss the work and communication included in the proposed engagement.

How We Work With Santa Rosa Clients

Discovery Consultation

Strategy & Transparent Pricing

The firm publishes estate-planning package prices on its pricing page. Ask which services and expenses are included for your situation. Probate attorney compensation and administration costs are separate from estate-planning package pricing.

Execution & Peace of Mind

Discuss which documents, filings, notices or appearances the firm will handle. Confirm responsibilities, signing arrangements and communication under the agreed engagement.

Estate Planning From the Novato Office

Codi M. Dada Law Office P.C. is based in Novato and offers estate planning, trust administration and probate administration to clients across California.

Understand the proposed fees and expenses

Review the published estate-planning packages and ask which package, additional services and expenses apply to your circumstances.

Records and next steps for your matter

The Sonoma County court probate resources provide procedural information. Compare the current instructions with the notice or order in your case; do not infer a hearing date or filing arrangement from a city address.

Understand the proposed fees and expenses

Before representation begins, confirm the scope of work, communication arrangements and the next tasks you and your attorney will handle.

Official Sonoma County probate resources

What Our Clients Are Saying

      EXCELLENT  
   Based on 98 reviews 
    
 
 
 
   
 
 
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   Nancy Hybarger 
 April 6, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Codi Dada is everything I needed . Very thorough , his staff were also excellent . I highly recommend him . Thank-you .
  
 
      Posted on Google  
   
   Mary Rose 
 March 26, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Professional, calm, efficient, competent are the words to describe Lukas. He didn’t miss a beat with my transaction. I would recommend him to anyone.
  
 
      Posted on Google  
   
   Victoria St john 
 March 26, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Codi was amazing if I could give him 10 stars I would!  He helped me with my trust and was very patient, informative and very kind.
He made the process easy. I highly recommend him!!!
  
 
      Posted on Google  
   
   Dave Bohler 
 March 25, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I'm extremely happy with the trust documents Lukas prepared for me. He was very professional,  friendly and patiently explained the documents in detail for me. He answered all of my questions to my toral satisfaction. The entire process was accomplished very quickly and throughly.  The cost of the package was, in my opinion, very fair. It was actually a real pleasure meeting and working with Lukas and Daniel to do the final signing to finish off the package.
  
 
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   Laniea McCarthy 
 March 17, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I met with Lucas today and finalized my Living Trust and Health directive. I was glad to go thru the many pages and clarify all of the documents with Lucas. It made it easier to understand it. Lucas was really patient and also met with the notary which was Daniel Dada. He arrived on time and we got everything signed. I would definitely recommend Codi and Lucas to anyone in the future. Thank you.
  
 
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   Gabriel Stern 
 March 11, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Lucas and Codi first provided clear advice and then proceeded to create a new Grant Deed to replace an existing one that had an error.  Done efficiently and quickly.  Thanks!
  
 
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   Edgar Vega 
 February 26, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I am currently working with Codi M. Dada to handle my late father’s estate. Probate is a long and confusing process, but Codi has been very helpful in getting the paperwork started so I can be named as the administrator of the estate. He is professional, explains the statutory fees under the California Probate Code clearly , and has made a difficult time much easier to navigate. I highly recommend him if you are just starting this process!
  
 
      Posted on Google  
   
   Chad Castilla 
 February 4, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I couldn’t recommend a better attorney for the probate process. Codi genuinely has the heart of a teacher and makes sure you understand every step from start to finish.

He takes the time to walk through everything in plain, easy-to-understand terms, never rushes you, and answers questions thoroughly. His pricing is very reasonable, and the clarity and support he provides throughout the process made a stressful situation feel manageable.
  
 
      Posted on Google  
   
   Joe 
 January 30, 2026
 
 
 Trustindex verifies that the original source of the review is Google. These guys kicked ass. The upmost professionalism and courtesy. I highly recommend them.
  
 
      Posted on Google  
   
   Christina Croco 
 January 28, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Codi was wonderful in helping to prepare a family trust. He is kind, patient, trustworthy, and most importantly, skilled and knowledgeable in all things trust related. He felt more like a friend than a hired professional. I highly recommend reaching out if you are in need of his services.

Santa Rosa estate questions

1. Do I really need a Living Trust in Santa Rosa, or is a Will enough?

First distinguish planning your own affairs from administering property after a death. A will, a trust and the asset ownership records should be reviewed together; none alone answers every administration question. Bring the complete documents and explain which situation applies before deciding what planning or probate work is needed.

2. How long does the Probate process take in Sonoma County?

A general probate calendar shows hearing categories and department information, not how long a particular estate will take. Review the notices in the actual case and identify outstanding asset, creditor or document questions. The attorney can discuss those steps without promising one timetable for all Sonoma County matters.

3. What is the difference between an Executor and a Trustee?

A will can nominate an executor, but formal probate requires court appointment of the personal representative. A trustee acts under the trust and applicable law with respect to trust property. The roles and procedures differ.

4. How much does an estate planning package cost?

Consult the pricing page for the firm’s published planning options, and ask which documents and services the proposed package includes for you. A planning package is not a general quote for every probate or trust-administration matter. Clarify the work and any separate expenses before agreeing to an engagement.

5. What should I check before a Sonoma County probate hearing?

Compare the date and department in your actual case notice with the court’s current probate-calendar and appearance instructions. Confirm what the notice requires rather than treating a general calendar or a virtual consultation as permission to appear remotely.

6. What happens if someone dies without a Will in California?

California intestate-succession rules apply to inheritance of property subject to those rules when a valid will is absent. That does not resolve the treatment of every trust asset or beneficiary-designated account. Prepare an ownership inventory and identify any existing trust documents so the administration questions can be considered asset by asset.

7. Do I have to travel to your Novato office?

The firm’s in-person office is in Novato, and virtual services are available to Santa Rosa clients. Ask how the consultation will be arranged and which records to have ready. Meeting remotely does not automatically authorize remote execution of documents or a remote court appearance; those requirements must be checked for the particular matter.

8. What is a Pour-Over Will?

A pour-over will can direct property governed by the will to a trust, but it does not itself place that property in the trust during life. Probate may still be needed before the transfer. Keep the will and complete trust together with the ownership inventory so property outside the trust can be identified.

Discuss your next step in Santa Rosa

Contact Codi M. Dada to discuss your Santa Rosa estate-planning or administration questions. Bring the existing documents and relevant ownership or court records. A free initial consultation can help identify what information and next steps should be considered.

Explore estate planning and probate services

Compare planning, trust administration and probate services in Santa Rosa, including the documents and questions relevant to each situation.