Trusted Trust Attorney in Marin County, CA
A living trust is one part of an estate plan for your family and property in Marin County. Review the trust, will and ownership records together before assuming an asset will pass through a particular process. Codi M. Dada Law Office P.C. has one office in Novato and provides virtual estate planning services throughout California.
Estate Planning Support for Marin County
Arrange a Consultation
Ready to protect your assets or need immediate help with a family member’s estate? Use our interactive calendar below to select a date and time that works for you.
Marin County's Trusted Local Attorney
Built on California State Law
Online legal forms are built for every state, not just California. Our state has strict trust and probate rules that generic templates often miss. A trust attorney in Marin County, CA understands these details and helps you avoid mistakes that send your family to court instead of protecting them.
The Law Office of Codi M. Dada focuses only on trusts and wills, nothing else. As a dedicated living trust attorney in Marin County, we build every plan around California law. This focus means you get clear advice made just for your family, your property, and your goals.
Our Practice Areas
As your trust attorney in Marin County, we help families with estate planning, trust administration, and probate matters.
Estate Planning
Coordinate a living trust, will and asset ownership around your family and property. A trust does not guarantee that every asset will avoid probate or every court proceeding.
Trust Attorney
Discuss the trust terms, asset records and the questions facing the person acting as trustee. Authority and next steps depend on the documents and circumstances.
Probate Administration
When formal probate is needed, the court appoints a personal representative. That person administers the estate through the opening, administration and closing stages.
Probate Services
Review ownership, beneficiary arrangements and the applicable transfer options before assuming a full probate case is required.
Work With Codi M. Dada
Discuss your estate planning goals directly with Codi M. Dada Law Office P.C. Bring your existing documents and a list of the property and people involved so the conversation can focus on your circumstances and the work you need.
Why Choose Codi M. Dada?
As a dedicated trust attorney in Marin County, Codi makes estate planning simple and stress free. He skips confusing paperwork and legal jargon, giving your family clear answers and a plan built just for you.
Exclusive Estate Focus
We focus only on trusts and wills, nothing else. We do not handle divorce, criminal cases, or unrelated legal work. This narrow focus means deep knowledge of estate law, sharper advice, fewer mistakes, and a stronger plan for your Marin County family's future.
Discuss Scope and Fees
Discuss the scope of work, the applicable fee and any services outside the engagement before proceeding. The estate plan pricing page explains the firm’s published package options.
Reviewing Your Plan
Review a plan when your family, property or goals change. Ask which later reviews or amendments are included in your engagement and which require separate work.
Trust Structures We Handle in Marin County, CA
As a living trust attorney in Marin County, we design the right trust structure for your family’s unique goals.
Revocable Living Trusts
A revocable living trust can help transfer property held in the trust without ordinary probate distribution. Coordinate the documents with ownership; trust disputes can still require court involvement.
Irrevocable Trusts
Review the proposed arrangement, control of property and applicable rules. An irrevocable label does not guarantee exclusion from tax calculations, creditor claims or public-benefit resource rules.
Special Needs Trusts
Review the trust terms and the beneficiary’s particular benefits before funding or distributing assets. A trust does not automatically preserve eligibility, and some trust property can count as an SSI resource.
Testamentary Trusts
Discuss whether a trust created through your will fits the people and property involved. The will, trust provisions and administration process need to work together.
The Danger of an Unfunded Trust
A trust only works if your assets are moved into it. If your home, bank accounts, or property still list your old name, your trust fails completely. Your family ends up in Marin County Superior Court anyway.
Codi M. Dada makes sure this never happens. He gives you written instructions and ready-to-use bank letters, so every account and property title gets moved into your trust correctly and on time.
Our Simple 3-Step Trust Process
We make the trust process simple and clear, so you know what to expect at every step and feel confident about your decisions.
Trust Consultation
Start by discussing your documents, assets, family and goals. Confirm the appointment type, duration, scope and any applicable fee when arranging the meeting.
Custom Trust Drafting
Codi personally prepares your trust documents based on your goals and California law. Every detail is reviewed carefully to help ensure your trust reflects your wishes.
Signing & Completion
Review the final documents and confirm the signing requirements that apply to each one. Ask what asset-ownership and follow-up steps remain after signing.
Comprehensive Trust Plan
$2,450
One-time flat fee. No hidden billable hours.
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Revocable Living Trust Document -
Declaration of Trust -
Certification of Trust
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Schedule of Trust Assets -
Written Trust Funding Instructions -
Supervised Attorney & Notary Signing
What Our Clients Are Saying
EXCELLENT
Based on 98 reviews
Posted on Google![]()
Nancy HybargerApril 6, 2026Trustindex 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 RoseMarch 26, 2026Trustindex 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 johnMarch 26, 2026Trustindex 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 BohlerMarch 25, 2026Trustindex 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 McCarthyMarch 17, 2026Trustindex 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 SternMarch 11, 2026Trustindex 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 VegaFebruary 26, 2026Trustindex 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 CastillaFebruary 4, 2026Trustindex 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![]()
JoeJanuary 30, 2026Trustindex 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 CrocoJanuary 28, 2026Trustindex 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.
Frequently Asked Questions
Answers to the questions Marin County families ask us most often.
What happens if I die without a Living Trust in Marin County?
The transfer process depends on ownership, beneficiary arrangements, the documents and the available procedures. A will does not itself avoid probate, and the absence of a living trust does not mean every asset requires the same court process. Review the actual property and records before choosing the next steps.
Can I change or update my Revocable Trust later?
Review the trust terms and your circumstances before making changes. Ask which amendments, ownership updates or related document changes are appropriate; an existing trust should be checked alongside the rest of the plan.
Why hire an attorney instead of online software?
Discuss how the documents work with the ownership records, beneficiary arrangements and people involved. Prepare your current trust, will, deeds and account information so the review can address your actual plan.
Do I need a living trust if I only own one house?
A house alone does not determine which plan or transfer procedure fits. Review title, other ownership interests, beneficiary arrangements and your goals before deciding whether a living trust is appropriate.
Other Areas We Serve in Northern California
We provide trust and estate legal counsel across Marin County, helping families plan with confidence close to home.
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Ready to Protect Your Family's Future?
Don’t leave your Marin County family’s future to chance in court. Book your estate planning consultation today and take the first simple step.