Estate Planning and Probate in San Mateo County, CA

Codi M. Dada Law Office P.C. helps San Mateo County residents plan for their families and navigate estate and trust administration. Consultations can begin remotely; the firm’s office is in Novato.

Review real-property ownership before the next major family change

A move, marriage, refinance or change in who owns a home is a reason to review the estate plan. San Mateo County homeowners should bring the current recorded deed rather than relying on an old draft or a recollection of how title was held. The discussion can then connect the actual ownership record with the trust, will and intended beneficiaries. A change to one document may require follow-up with other records or institutions.

When you are handling an estate or trust

San Mateo Superior Court publishes probate filing resources, remote-appearance information and tentative rulings. Those procedures can change, so a hearing notice and the court’s current instructions are the appropriate starting point for an active matter. Do not assume that hiring an attorney based in Novato changes the county where an estate must be handled. Venue depends on the estate’s circumstances.

Questions to bring to a consultation

• Has title changed since the trust was signed?
• Does the plan address an alternate trustee?
• What hearing or filing notices have already arrived?

Choose the service that fits your situation

Estate planning covers preparing and coordinating your documents. Trust administration addresses carrying out an existing trust. Probate administration concerns court-supervised estates. The first discussion can help identify which service is appropriate.

Official local resource

San Mateo County Superior Court probate resources provide current procedural information. Requirements depend on the particular matter; verify the instructions for your case before filing.