Trust Lawyer in Novato CA
A living trust is one part of an estate plan for your family and property in Novato. 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 Novato
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.
Trust Guidance Built for Novato
California Trust Law, Made Clear
A trust should be considered alongside your will, financial authority documents, health-care documents and asset ownership. Discuss the purpose of each document and how the arrangements will work together. The right approach depends on the documents, property and people involved.
Our Practice Areas
From your very first trust to closing out a loved one’s estate, our office supports Novato families at every stage.
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?
Choosing a trust attorney means working with someone who understands the details that can affect your trust. Codi M. Dada focuses on trusts and wills, giving Novato clients clear legal guidance and personal attention from the first meeting through signing.
Exclusive Estate Focus
Trusts and wills are at the center of our practice. We focus on this area of law so Novato clients receive careful guidance when creating, reviewing, or updating their trust.
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.
Finding the Right Trust for You
No two families look alike, and neither should their trust. We help you choose the structure that truly fits.
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 Cost of an Unfunded Trust
Review how each asset is owned and whether it is held in the trust. Property outside the trust may follow a different transfer process, depending on title, beneficiaries and the available procedures. Ask which funding steps and confirmations are included in the engagement.
Gather deeds, account ownership records and beneficiary designations for review. Confirm which changes are appropriate and who will carry them out; preparing trust documents alone does not complete every ownership change.
Our Simple 3-Step Trust Process
Creating a trust does not need to feel complicated. We keep the process clear, so you know what happens next from your 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 personally prepares your trust documents based on your wishes and California law. Each provision is reviewed carefully to make sure your trust reflects your goals and meets legal requirements.
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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Complete Living Trust Document -
Attached Pour-Over Will -
Financial Power of Attorney
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Health Care Directive Included -
Personalized Funding Checklist -
On-Site Notary Signing
What Our Clients Are Saying
EXCELLENT
Based on 98 reviews
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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
A few questions we hear from Novato families almost every week.
What happens if I die without a Living Trust in Novato?
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
Beyond Novato, our estate planning work extends to San Rafael, Petaluma, and other communities along the Marin-Sonoma border.
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Protect What Your Family Built
An unprotected estate is a risk you can fix today. Book your free strategy session now and give your Novato family the plan they deserve.