Estate Planning and Probate Services for San Francisco, CA

Codi M. Dada helps San Francisco clients review estate-planning documents, trust administration and probate questions. Begin with what is owned, how it is held and which records govern it; the firm has one in-person office in Novato and offers virtual services statewide.

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If your assets include compensation-related interests or property outside California, bring the relevant statements and ownership documents. Describe what you hold without assuming that each interest can be transferred in the same way.

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Build a complete asset and document inventory

Create an inventory before choosing a transfer process. List real estate, accounts and other significant interests, identify each owner or beneficiary designation, and retain the supporting documents. An estate with property outside California may need additional advice about the law and procedures that apply there; a California consultation does not resolve every jurisdiction’s requirements.

Estate planning and administration guidance

Check what the trust actually holds

A trust plan must be compared with the records for the actual assets. Creating or signing the trust alone does not establish that every account or property is held by it. Bring deeds, account titles and beneficiary information to the review, and ask which follow-up steps are included in the proposed engagement.

Choose the service for your San Francisco situation

San Francisco court procedures include case-specific filing and appearance instructions. Check the current court resources and the notice for your matter instead of assuming one filing method applies to every document.

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 San Francisco Clients

Codi M. Dada Law Office P.C. offers estate planning, probate administration and trust administration to San Francisco 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 San Francisco 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 San Francisco Probate Court provides calendar information, tentative rulings and department-specific remote-appearance information. Use those resources with the hearing information assigned to the case. A remote consultation with the firm is separate from permission to appear remotely in court.

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 San Francisco County probate resources

The San Francisco 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.

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 .
  
 
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   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.
  
 
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   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!!!
  
 
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   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!
  
 
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   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.
  
 
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   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.
  
 
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   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.

San Francisco estate questions

Do I need a trust if I already have a will in San Francisco?

Review the will alongside account titles, beneficiary arrangements and any property outside California. Different interests may require different transfer procedures, and a California planning document does not resolve every other jurisdiction's requirements. Discuss the asset inventory before deciding whether a trust fits the work you need.

How does equity compensation factor into my estate plan?

Bring the statements and governing documents for the interests you actually hold. Ownership, beneficiaries and transfer restrictions should be reviewed before assuming an interest will pass under a will or trust.

How should I check San Francisco probate filing requirements?

Use the San Francisco County court probate resources and the notice or order in the particular case. Confirm current filing, hearing and appearance instructions before making arrangements.

What is a probate referee and do I need one?

A probate referee may be needed to value non-cash property in a formal probate. The requirements depend on the assets and proceeding; discuss the particular estate with counsel.

How long does probate take in San Francisco?

Timing depends on the assets, required notices, court process, creditor issues and any disputes. Discuss the particular estate rather than relying on a countywide completion estimate.

What happens if I own property in San Francisco and another state?

Identify the location and ownership of each property and bring the available records. Property outside California may involve additional legal or procedural requirements; a California trust document alone does not settle every jurisdiction’s rules.

What's the difference between a will and a living trust?

A will and a trust are not interchangeable labels for all property. The trust's terms apply to assets held by it, while a will addresses property governed by the will and may nominate an executor. Use deeds, account statements and beneficiary records to identify which arrangements apply to your interests.

How often should I review my estate plan?

A new asset, a different ownership arrangement or a change in your intended decision makers can warrant a review. Note the institution or jurisdiction involved and bring the supporting documents. This helps identify which parts of the existing plan need attention without promising that one California document resolves every interest.

Discuss your next step in San Francisco

Contact Codi M. Dada to discuss your San Francisco 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

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