Estate Planning and Probate Services for Mill Valley, CA

For Mill Valley families, estate planning begins with documents, asset ownership and the people who may need to act. Codi M. Dada helps clients consider wills, trusts and administration needs without assuming that a home’s value alone determines the right process.

Book Your Free Consultation

If you are reviewing an older plan, bring the signed documents and current ownership records. Note any change in your family, property or intended decision makers so the consultation can focus on what has changed.

<br />

Choose documents for the decisions ahead

Before deciding whether to create or update a trust, identify what the plan needs to accomplish. A will, financial power of attorney and advance health care directive have different functions. Review who should manage financial matters, who should address health-care decisions and how property is intended to transfer. No single document answers every question.

Estate planning and administration guidance

Compare your deed with the plan

For a Mill Valley home, begin with the current deed rather than an estimate of neighborhood prices. Record the owner, any co-owner and whether title is held in a trust. Add account and beneficiary information to the same inventory. Those facts help the attorney compare the plan with the property actually involved.

Choose the service for your Mill Valley situation

The appropriate work depends on whether you are planning during life, carrying out a trust or handling property after a death. Discuss the documents and circumstances before choosing a service.

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 Mill Valley Clients

Codi M. Dada Law Office P.C. offers estate planning, probate administration and trust administration to Mill Valley 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 Mill Valley 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

Mill Valley clients can consult the firm remotely while its in-person office remains in Novato. A virtual meeting does not automatically authorize remote document signing or a remote court appearance. Check the requirements for the particular documents and, if a case is open, its notices and current court instructions.

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 Marin County probate resources

A planning consultation and a court filing serve different purposes. Use the Marin County court probate resources when you need general court information, and bring any case papers to the attorney if you are asking how the process applies to an existing estate. The court’s examiner reviews documents for procedural correctness and cannot give legal advice.

What Our Clients Are Saying

      EXCELLENT  
   Based on 98 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   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.
  
 
      Posted on Google  
   
   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.
  
 
      Posted on Google  
   
   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!
  
 
      Posted on Google  
   
   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.

Mill Valley estate questions

Does owning a Mill Valley home mean probate is required?

A will can state your wishes and nominate an executor, but it does not by itself avoid probate. A trust concerns property held under its terms. Whether probate is needed depends on the assets, ownership and other applicable transfer arrangements.

What should I gather before discussing an estate?

Bring the will, trust and amendments, available deeds, account records and beneficiary information. Record how each asset is owned and identify any court papers or questions about authority.

Can I consult with the firm remotely?

The firm offers virtual services across California from its Novato office. A remote consultation does not automatically authorize remote document signing or remote court appearances; confirm the requirements for the particular documents and case.

Where can I find Marin County probate instructions?

The Marin 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.

Discuss your next step in Mill Valley

Contact Codi M. Dada to discuss your Mill Valley 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 Mill Valley, including the documents and questions relevant to each situation.