Trust Lawyer in Mill Valley CA
A living trust is one part of an estate plan for your family and property in Mill Valley. 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.
Award-Winning Estate Counsel Recognized Throughout the North Bay
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.
A Law Office Rooted in Marin County
Why Trusts Need Careful Legal Guidance
Trusts must be prepared and funded with California law in mind. A generic form may leave out key details that can affect how your trust works. As a trust attorney Mill Valley, CA families can turn to, Codi understands the local legal needs that can affect your trust and your family.
Codi M. Dada focuses on trusts and wills, giving clients direct legal guidance from start to finish. Whether you are creating your first trust or updating an existing one, he takes the time to understand your goals and prepare documents that reflect your wishes.
Services Built Around You
Whether you’re just starting to plan or already administering an estate, our office covers every stage for Mill Valley families.
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.
A Top 3 BusinessRate Honor for 2026
Every year, BusinessRate reviews thousands of law firms across the state, but only a handful earn a spot in their top three. This year, the Law Office of Codi M. Dada made that list, based on verified Google reviews.
Recognition like this usually comes down to small things repeated consistently: returning calls promptly, explaining terms without jargon, and quoting one flat fee before any work begins. Mill Valley clients mention these details often, saying they finally understood their own estate plan.
Why Choose Codi M. Dada?
General practice attorneys juggle contracts, custody cases, and criminal defense between estate plans. Mill Valley families often choose us instead because trusts and wills are the only thing we do, every single day.
Exclusive Estate Focus
Plenty of attorneys advertise estate planning as one service among many, sandwiched between divorce filings and business contracts. We made a different call. Trusts and wills are the entire practice, so every question gets answered by someone who thinks about this work daily.
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.
Choosing the Right Trust Structure
he right trust depends on your family, assets, and goals. We help you understand your options and choose a structure that fits your needs.
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.
Why an Unfunded Trust Fails
Signing a trust is not the same as funding it. If your Mill Valley home, brokerage account, or bank funds still carry your name alone, the trust changes nothing, and your family ends up in Marin County Superior Court anyway.
We handle that final step for every single client: preparing deed transfers, drafting bank letters, and personally confirming with each institution that titles actually changed before we close your file.
Our Simple 3-Step Trust Process
Creating a trust in Mill Valley does not have to feel complicated. We keep the process clear and guide you through each step from the first meeting to signing.
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 prepares your trust documents based on your wishes and California law. He reviews each part carefully to make sure your trust is clear, complete, and suited to your needs.
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
Every cost, agreed upfront, with zero billable hours.
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Fully Drafted Living Trust -
Companion Pour-Over Will -
Durable Power of Attorney
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Advance Health Directive -
Complete Funding Roadmap -
Notarized Signing Included
Frequently Asked Questions
Here’s what Mill Valley families typically want to know before they call.
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
Beyond Mill Valley, we regularly work with families in Larkspur, Corte Madera, and other Marin County communities nearby.
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Let's Put a Plan in Place
Waiting doesn’t protect your family, a signed plan does. Reserve your free strategy session today and give your Mill Valley estate the structure it deserves.
