Trusted Trust Attorney Novato, CA
Between Old Town’s Craftsman cottages and Hamilton’s converted airfield homes, Novato families have built lives worth protecting. Codi M. Dada turns those years of work into a living trust that reaches your children without a day spent in probate court.
Recognized for Legal Excellence Across Novoto
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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 template may look simple, but it can leave important details out. California has specific rules that can affect how a trust is created, funded, and carried out. A Trust Attorney Novato, CA families can meet with in person can help you avoid costly mistakes and make sure your trust is set up with care.
Codi M. Dada focuses on trusts and wills, giving Novato families direct legal guidance from someone who works in this area every day. From homes near Downtown Novato to neighborhoods around San Marin, he takes the time to understand each client’s goals and prepare a trust that fits their needs.
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
As your Trust Attorney Novato neighbors call first, we draft a living trust and matching will that keeps the family out of court.
Trust Attorney
Stepping into the trustee role is confusing at first. We break every duty into plain steps, from notifying heirs to final distributions.
Probate Administration
When probate becomes unavoidable, we walk executors through every requirement of Marin County Superior Court, from initial filing to final closing.
Probate Services
For surviving spouses or modest estates, we file spousal property petitions and small estate transfers that avoid the cost of full probate.
2026 Top 3 Rated Legal Excellence Award
BusinessRate sorts through thousands of law firm profiles every year, weighing verified Google reviews to find the ones clients trust most. In 2026, the Law Office of Codi M. Dada landed in their top three for estate planning statewide.
Clients mention the same handful of things: he returns calls the same day, explains legal steps without talking down to anyone, and never adds a surprise charge to the flat fee he quotes upfront. Novato families say that consistency keeps them recommending him.
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.
No Hidden Hourly Fees
You should know what your trust will cost before the work begins. We offer clear flat-rate pricing, so you can move forward without worrying about unexpected hourly fees or added legal costs.
Lifetime Support Policy
Your trust may need changes as your life and family change. We offer free review sessions when needed, along with one no-cost trust amendment during the first three months after signing.
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
While you're alive, you keep control and can rewrite terms anytime. After you pass, assets flow to the family with no court involved.
Irrevocable Trusts
Assets placed here move permanently outside your taxable estate, gaining stronger protection from creditors and often reducing what your heirs eventually owe.
Special Needs Trusts
A loved one with a disability can receive an inheritance without losing SSI or Medi-Cal, since trust funds cover extras benefits skip.
Testamentary Trusts
Built into your will, this trust wakes up only after death and manages assets for your children until they're grown.
The Cost of an Unfunded Trust
Your trust only protects what’s actually inside it. If your Novato home, savings, or investment accounts still list your name alone, none of that planning transfers automatically, and your family ends up in Marin County Superior Court anyway.
We take care of this final step ourselves, preparing every deed transfer and bank letter your accounts require, then confirming with each institution that the title change actually went through.
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
We start with a free 90-minute meeting to discuss your assets, family, and goals. This gives Codi a clear understanding of your needs before any trust documents are prepared.
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
You sign your completed trust documents at our office with a notary present. Once everything is signed, you leave with an organized set of documents and clear instructions for the next steps.
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
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
A few questions we hear from Novato families almost every week.
What happens if I die without a Living Trust in Novato?
Skip the trust, and California sends most estates worth over $239,700 into formal probate, a process Marin County courts often take more than a year to finish. Meanwhile your family covers filing fees and attorney costs, with inherited funds frozen until the case closes.
Can I change or update my Revocable Trust later?
You stay in complete charge of your trust for as long as you're living, free to add property, change beneficiaries, or rewrite provisions whenever life shifts. Every client also gets one amendment at no charge during their first three months.
Why hire an attorney instead of online software?
A downloaded form can produce paperwork, but it has no way to confirm your bank accounts were actually retitled correctly. A Trust Attorney Novato residents meet in person to catch those funding gaps before they cause problems, keeping your plan fully compliant with California law.
Do I need a living trust if I only own one house?
Yes, in nearly every case. Even Novato's more affordable neighborhoods often carry home values that clear the small estate threshold on their own. Without a trust, that single property can force your entire estate into mandatory, drawn-out probate court.
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.