Trust Lawyer in Sonoma County CA

A living trust is one part of an estate plan for your family and property in Sonoma County. 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 Sonoma County

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.

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Trust Guidance Across Sonoma County

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 first trust to closing out an estate, we support families across Sonoma County at every stage.

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?

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

Finding the Trust That Fits

No two families have the same needs, so we help Sonoma County clients understand their options and choose a trust structure that fits their goals.

The Danger of an Unfunded Trust

Signing your trust is only half the work. If your home, vineyard, or bank accounts 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 keep the trust process simple with three clear steps, so Sonoma County families know what to expect from the first meeting through signing.

Comprehensive Trust Plan

$2,450

One-time flat fee. No hidden billable hours.

What Our Clients Are Saying

      EXCELLENT  
   Based on 98 reviews 
    
 
 
 
   
 
 
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   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 .
  
 
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   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.
  
 
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   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!!!
  
 
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   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.
  
 
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   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.
  
 
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   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!
  
 
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   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!
  
 
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   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.
  
 
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   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.
  
 
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   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 sonoma county trust attorneys hear most often.

What happens if I die without a Living Trust in Sonoma County?

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.