Estate Planning Lawyer Near Tiburon, CA

Trusted Estate Planning Lawyer in Tiburon, CA

With home values in Tiburon regularly exceeding three million dollars, many local estates approach thresholds that basic planning simply wasn’t built to handle. Codi M. Dada helps Tiburon families structure trusts and estate plans that match the true scale of what they own.

Reserve a Free 15-Minute Planning Call

Wondering whether your current plan actually accounts for your Tiburon property’s real value? A short call answers that directly. Bring your questions about your home, your family, or a plan that hasn’t kept pace with the market.

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Practical Estate Planning for Tiburon Homeowners

Waterfront and hillside properties in Tiburon now regularly sell above three million dollars, and values have continued climbing even as the broader market has cooled elsewhere. An estate plan written even five years ago may no longer reflect what your property, and your overall estate, is actually worth today.

We review your full financial picture, not just your home, so your trust is structured for the estate you actually have now.

Recognized for Excellence in Estate Planning

Plans Built Around Real Property, Not Templates

A waterfront home on Tiburon’s West Shore, a hillside property with bay views, or a residence near Belvedere Island each carry different valuation and title considerations. Generic estate planning documents were never built to reflect properties at this scale.

Codi Dada reviews your specific property and full financial picture before drafting anything, so your plan reflects the real value of what you own.

Estate Planning Options for Tiburon Families

Given how high Tiburon property values have climbed, an outdated or incomplete estate plan can expose your family to far more risk and cost than most homeowners realize. Here’s how we help.

Probate Administration

If a Tiburon estate does need to pass through probate, we manage every filing and deadline so the process moves efficiently despite the estate’s size and complexity.

Probate Services

From formal property valuation to resolving creditor claims, we handle the details that become more complicated as estate value increases.

Estate Planning

We draft trusts, wills, and powers of attorney built around your actual Tiburon property value, not outdated assumptions from years past.

Trust Administration

A trust only protects your family if it’s properly funded and kept current. We audit existing trusts and correct gaps as your property’s value continues to change.

Codi M. Dada, Esq. — Estate Planning Built for Tiburon's Property Values

Codi Dada has seen Tiburon families assume their estate plan was still adequate, only to discover their property’s climbing value had quietly outgrown it. He built his practice to catch that gap before a family ever has to deal with the consequences.

He works directly with each client to understand their full property value and family goals, then drafts a plan that actually matches the scale of the estate.

How We Work With Santa Rosa Clients

Discovery Consultation

We start with a free 15-minute call covering your property's current value, your family, and your goals, so we know exactly which documents your estate plan needs.

Strategy & Transparent Pricing

You get a flat-fee quote before drafting begins. Given how quickly Tiburon property values have moved, we make sure your trust is structured to keep pace.

Execution & Peace of Mind

We draft, review, and help you fund your trust properly, then guide you on keeping it updated as your property value and family circumstances change.

2026 Top 3 Rated Legal Excellence Award

BusinessRate’s independent review, verified against current Google reviews, named the Law Office of Codi M. Dada among the top three-rated legal service providers serving Tiburon and greater Marin County this year, reflecting consistent client satisfaction with transparent pricing and responsive service.

Flat Fees for Complete Estate Plans

Higher property values shouldn’t mean unpredictable legal bills. We quote a flat rate upfront covering your full plan, regardless of your estate’s size or complexity.

You’ll know the total cost before signing anything. No hourly billing, no add-on surprises once drafting starts.

Local Insight Into Tiburon Property and Planning

Waterfront properties, hillside homes with bay views, and residences near Belvedere Island each come with different title and valuation considerations that matter more as property values climb. Overlooking these details is one of the most common reasons high-value trusts need costly correction later.

Because we regularly work with Marin County property records and the local Superior Court, we build Tiburon estate plans correctly from the start, structured to match the true value of what you own.

No Hidden Fees, Just Honest Legal Work

The traditional law firm model relies on unpredictable hourly billing. At Novato Lawyers, we believe Santa Rosa families deserve better. We offer flat-fee pricing for our estate planning packages.

You will know exactly what your investment is before we ever begin working. For probate cases, fees are strictly regulated by the California Probate Code, and we walk you through every statutory cost upfront.

Deep Understanding of Sonoma County Law

Santa Rosa is a vibrant community, and we are proud to serve its residents—from Rincon Valley to Bennett Valley, Fountaingrove, and Roseland.  
Because probate matters for Santa Rosa residents are processed through the Sonoma County Superior Court, having an attorney who understands local court rules, filing procedures, and local probate referees is crucial to avoiding administrative delays.

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!!!
  
 
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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.
  
 
      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.

What Our Clients Are Saying

Do I need a trust if I already have a will in Tiburon?

If you own property in Tiburon, a will alone is rarely enough. Given local home values, most estates without a funded trust still end up in probate court.

How much does estate planning cost in Tiburon?

Costs depend on your assets and family structure. We provide a flat-fee quote after your free consultation so you know the full cost before any work begins.

Should I update my plan since Tiburon property values have changed?

Yes. Rising values can push an estate that once seemed adequately planned into a size that now needs a more carefully structured trust.

What happens if my trust isn't properly funded?

An unfunded trust doesn’t protect assets that were never retitled into it. Those assets still pass through probate, defeating the purpose of having a trust.

Who should I name as trustee for my Tiburon estate?

Most clients name a spouse, adult child, or trusted family member. We help you weigh the options based on your specific family dynamics and estate size.

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

A will passes through probate court before assets are distributed. A living trust generally avoids probate, keeping the process private and considerably faster.

Do I need a power of attorney if I'm married?

Yes. Even married couples need powers of attorney, since a spouse’s authority to act on financial or medical matters isn’t automatic under California law.

How often should I review my estate plan?

We recommend a review every three to five years, or sooner after a marriage, divorce, new child, or a significant change in your property’s value.

Protect What You've Built in Tiburon

With local property values what they are, a properly funded trust isn’t optional, it’s essential. Reach out today for a free consultation and get your Tiburon estate plan built correctly from the start.