Estate Planning and Probate Services for Rohnert Park, CA

Rohnert Park residents can begin estate planning by identifying what they own and who should act if they cannot. Codi M. Dada helps clients review wills, trusts and administration needs, with in-person appointments in Novato and virtual services statewide.

Book Your Free Consultation

Bring the ownership documents for your home and other significant property, including any separate title or lease records. Describe the property as it is actually held rather than assuming all housing follows the same transfer procedure.

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Start with the property you actually own

Different assets can have different ownership records. Collect the deed or other title document, account statements and any beneficiary designations before deciding what a will or trust needs to address. If you are unsure how a particular property is classified or owned, identify that as a question for the attorney instead of changing title on your own.

Estate planning and administration guidance

Prepare for decisions during your lifetime

Planning for incapacity is part of the same discussion. A financial power of attorney concerns financial matters, while an advance health care directive addresses health-care decisions. Consider suitable decision makers and alternates, and make sure an appropriate person knows where the signed documents are kept.

Choose the service for your Rohnert Park situation

The firm can discuss preparing a plan, carrying out an existing trust or handling a court-supervised estate. Each task begins with the documents and assets involved.

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 Rohnert Park Clients

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

If a Sonoma County estate is already open, bring the filed papers and hearing notices. The court’s probate-calendar resource supplies general categories and department information; the actual case notice and current instructions control the arrangements you need to confirm.

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

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.

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!
  
 
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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.
  
 
      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.

Rohnert Park estate questions

Do I need a trust if I already have a will in Rohnert Park?

Bring the title or ownership records for each significant asset, together with your will. If you are unsure how a home or other property is held, identify that uncertainty for the attorney. Whether a trust is useful depends on the actual property, existing arrangements and goals; do not assume every asset follows the same transfer procedure.

How much does estate planning cost in Rohnert Park?

The pricing page lists estate-planning packages. Bring your document and property questions so the firm can explain the scope appropriate to your situation, including what is and is not included. Probate administration and its expenses should be discussed separately from preparing your own plan.

Is a mobile home handled differently in an estate plan?

Bring the actual title, ownership and any relevant lease records. If the property type or ownership is uncertain, ask counsel to review it before assuming that a standard real-estate transfer procedure applies.

What happens if my trust isn't properly funded?

Check each significant asset against its own title or account record. A trust's asset list should be compared with the actual evidence, particularly if the ownership or type of property is unclear. Ask the attorney about any mismatch before assuming that an asset outside the trust will transfer in the same way as another one.

Who should I name as trustee for my Rohnert Park estate?

Think about who is willing to handle the recordkeeping and asset questions under the trust, and identify an alternate. Bring the trust's current successor provisions to the review so the proposed choice can be discussed in context. For a court-supervised estate, the personal representative's appointment is a different issue.

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

A will may nominate an executor and express wishes, while a trust sets terms for property held in it. For a practical comparison, identify the trust's assets and the property outside it. A will's nomination is not a probate appointment, and signing a trust does not establish that every intended asset belongs to it.

How should I prepare to discuss decisions during incapacity?

Identify who you would want to handle financial matters and who should address health-care decisions. Bring any existing powers of attorney or health-care directives so those roles can be reviewed against your current wishes. Tell an appropriate person where signed documents are stored.

How often should I review my estate plan?

Review the plan when the people expected to act or the records for significant property change. Include financial and health-care documents in that discussion, along with the will or trust. The useful question is whether the arrangements still fit your circumstances, rather than whether a standard calendar interval has expired.

Discuss your next step in Rohnert Park

Contact Codi M. Dada to discuss your Rohnert Park 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.

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