Trusted Trust Attorney in Petaluma, CA

From Victorian homes in the Oakhill-Brewster Historic District to working ranches along the Petaluma River, this town holds onto its history. Codi M. Dada helps you pass yours down through a living trust that keeps family out of probate court.

Recognized for Legal Excellence Across Petaluma

Book Your Free 15-Minute 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.

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Trusted Legal Guidance in Petaluma

Why Your Trust Needs Careful Planning

A trust is more than a form you fill out and sign. California law has specific rules that can affect how your trust is written, funded, and carried out. Working with a Petaluma trust attorney gives you clear legal guidance and helps make sure important details are handled from the start.

Codi M. Dada focuses on trusts and wills, giving Petaluma families direct guidance when they need it most. Whether you live near Downtown Petaluma or on a property outside the city, he takes the time to understand your family, assets, and goals before preparing your trust.

Our Practice Areas

Whether you’re drafting your first plan or closing out an estate, our office supports Petaluma families through every step.

2026 Top 3 Rated Legal Excellence Award

Each year, BusinessRate sifts through countless law firm profiles across the state, ranking firms using verified Google reviews from actual clients. For 2026, the Law Office of Codi M. Dada earned a spot among the top three in estate planning.

Clients consistently point to the same reasons: clear answers, a flat fee that never changes, and calls returned the same day. As a trust attorney petaluma ca families have relied on for years, Codi built her reputation one honest conversation at a time.

Why Choose Codi M. Dada?

General attorneys handle many areas of law, but trusts require focused knowledge and care. Petaluma families choose Codi M. Dada for dedicated trust services and direct legal guidance built around their individual needs.

Trust Structures We Handle in Marin County, CA

Every estate calls for a different structure. We help you choose the one that actually matches your goals.

The Risk of an Unfunded Trust

Signing your trust documents is only step one. If your Petaluma home, bank accounts, or investments still carry your name alone, that trust protects nothing, and your family ends up in Sonoma County Superior Court as if no plan existed.

We handle this critical final step for every client, preparing deed transfers, drafting bank letters, and confirming with each institution that titles were actually updated before we close your file.

Our Simple 3-Step Trust Process

We make the trust process simple by breaking it into three clear steps, so Petaluma clients know what to expect from start to finish.We make the trust process simple and clear, so you know what to expect at every step and feel confident about your decisions.

Comprehensive Trust Plan

$2,450

One-time flat fee. No hidden billable hours.

What Our Clients Are Saying

      EXCELLENT  
   Based on 98 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Nancy Hybarger 
 April 6, 2026
 
 
 Trustindex 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 Rose 
 March 26, 2026
 
 
 Trustindex 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 john 
 March 26, 2026
 
 
 Trustindex 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 Bohler 
 March 25, 2026
 
 
 Trustindex 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 McCarthy 
 March 17, 2026
 
 
 Trustindex 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 Stern 
 March 11, 2026
 
 
 Trustindex 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 Vega 
 February 26, 2026
 
 
 Trustindex 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 Castilla 
 February 4, 2026
 
 
 Trustindex 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  
   
   Joe 
 January 30, 2026
 
 
 Trustindex 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 Croco 
 January 28, 2026
 
 
 Trustindex 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 common questions Petaluma families ask before their first meeting.

What happens if I die without a Living Trust in Petaluma?

Without a trust, California pushes most estates worth more than $239,700 into formal probate, and Sonoma County's courts can take over a year to close a case. Your family pays filing fees and attorney costs throughout, with inheritance frozen until a judge signs off.

Can I change or update my Revocable Trust later?

As long as you're alive, you control this trust completely, adding property, changing beneficiaries, or rewriting terms whenever your circumstances shift. We also include one free amendment within your first three months as a client, at no extra charge.

Why hire an attorney instead of online software?

Free software can generate a document in minutes, but it can't confirm your bank accounts were actually retitled correctly. A Trust Attorney Petaluma family meets in person and catches those funding mistakes before they matter, keeping your plan fully compliant with California law.

Do I need a living trust if I only own one house?

Yes, almost always. Homes in Petaluma's historic districts and surrounding ranch properties often carry values that clear the small estate threshold on their own. Without a trust, that single property can pull your entire estate into mandatory probate court.