Trusted Trust Attorney in San Francisco, CA
Whether you own a Victorian flat in the Mission or a share in a TIC building, San Francisco real estate rarely fits a generic template. Codi M. Dada builds trusts around what you own, keeping family out of probate court.
Recognized for Legal Excellence Across San Francisco
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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 San Francisco
California Trust Law, Made Clear
A generic trust form may not address the property and ownership issues common in San Francisco. TIC interests, co-op shares, and multi-unit homes can raise questions that need careful legal review. A trust attorney in San Francisco can help make sure your trust accounts for the assets you own and how they are held.
Codi M. Dada focuses on trusts and wills, including the unique property concerns San Francisco families may face. From TIC ownership to co-op shares and multi-unit properties, he takes the time to understand your assets and prepare trust documents that reflect your wishes.
Our Practice Areas
From your first trust to the final steps of probate, our office supports San Francisco families through every stage.
Estate Planning
As the Trust Attorney San Francisco residents call for complex properties, we draft living trusts that title TIC shares and condos correctly.
Trust Attorney
Stepping into the trustee role is confusing at first. We guide you through every duty, from notifying heirs to closing accounts.
Probate Administration
When probate becomes necessary, we walk executors through every filing and hearing required by San Francisco Superior Court, start to finish.
Probate Services
For smaller estates or a surviving spouse, we handle spousal property petitions and small estate transfers that avoid full probate costs.
2026 Top 3 Rated Legal Excellence Award
BusinessRate reviews law firm profiles across California and considers verified Google reviews from real clients. In 2026, the Law Office of Codi M. Dada was named among the top three firms for estate planning, reflecting the trust and legal guidance clients value.
Clients value clear answers, quick responses, and straightforward pricing when creating or managing a trust. As a trust attorney in San Francisco, Codi provides personal guidance to help clients understand their trust, protect their wishes, and handle important trust matters with confidence.
Why Choose Codi M. Dada?
A general practice lawyer might draft your trust between a custody case and a lease dispute. We never do. San Francisco clients choose us because trusts and wills are the entire practice, every single day.
Exclusive Estate Focus
Plenty of firms squeeze estate planning between divorce filings and business contracts, treating it as a side service. We chose differently. Trusts and wills are the only work on our desk, so every strategy comes from years of focused experience, not general guesswork.
No Hidden Hourly Fees
Hourly billing turns a hard conversation about your own mortality into a math problem you didn't sign up for. We removed that entirely. One flat number, agreed before any work begins, covers your entire plan no matter how many meetings it takes.
Lifetime Support Policy
Life doesn't pause the day you sign your trust. Buildings sell, TIC agreements change hands, grandchildren arrive. That's why every client can come back for a free review whenever needed, plus one amendment at no charge during the first three months after signing.
Trust Structures We Handle in San Francisco
No two San Francisco estates look the same, so we match the trust structure to your specific situation.
Revocable Living Trusts
You keep full control while you're living, changing terms whenever needed. After you pass, your property, including TIC shares, transfers without court.
Irrevocable Trusts
Assets moved here sit outside your taxable estate, offering stronger protection from creditors while potentially lowering the estate taxes your heirs owe.
Special Needs Trusts
A disabled family member can inherit without losing SSI or Medi-Cal, since this trust holds funds separately, covering needs those benefits don't.
Testamentary Trusts
Written into your will rather than standing alone, this trust activates only after death and holds assets for children until they're grown.
Why an Unfunded Trust Fails
Signing a trust is only half the job. If your condo, TIC shares, or bank accounts still carry your name alone, none of that planning transfers automatically, and your family ends up in San Francisco Superior Court anyway.
We handle that final step ourselves for every client: preparing deed transfers, drafting TIC amendment paperwork, and confirming with each institution that titles were actually updated before we close your file.
How Your Trust Process Works
We make creating a trust simple with three clear steps, so you know what to expect from your first meeting through signing.
Trust Consultation
We begin with a free 90-minute meeting to discuss your assets, family, goals, and concerns. This gives Codi a clear understanding of your needs before any trust documents are drafted.
Custom Trust Drafting
Codi personally prepares your trust documents based on your wishes and California law. He reviews each provision carefully to make sure your trust is clear, complete, and suited to your situation.
Signing & Completion
You sign your completed trust documents in our office with a notary present. You then leave with an organized set of trust documents and clear guidance on what to do next.
Comprehensive Trust Plan
$2,450
One flat fee, agreed upfront, no billable hours.
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Complete Living Trust Document -
Attached Pour-Over Will -
Durable Power of Attorney
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Health Care Directive Included -
Step-by-Step Funding Checklist -
On-Site Notary Signing
Frequently Asked Questions
A few common questions San Francisco families ask us often.
Can I change or update my Revocable Trust later?
You stay in complete control of your trust for as long as you're living, adding property, changing beneficiaries, or rewriting terms whenever life shifts. We also include one free amendment during your first three months as a client.
Why hire an attorney instead of online software?
Free software can generate a document in minutes, but it can't confirm your deed or TIC agreement was actually updated. A Trust Attorney San Francisco family meets in person to catch those funding gaps, ensuring your plan holds up fully under California law.
Do I need a living trust if I only own one house?
Yes, almost certainly. Even a modest condo or TIC share in San Francisco often carries a value that clears the small estate threshold. Without a trust, that property alone can force your entire estate into mandatory probate court.
We Also Serve the Greater Bay Area
Beyond San Francisco, our estate planning work reaches clients across the Peninsula, the East Bay, and Marin County.
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Protect What You've Built Here
Waiting doesn’t protect your family, a signed trust does. Book your free strategy session today and give your San Francisco estate real protection.