Trusted Trust Attorney in Sonoma County, CA

From vineyard properties in the valleys to coastal homes near Bodega Bay, Sonoma County families have built real wealth across this land. Codi M. Dada turns that wealth into a living trust that keeps your family out of probate court.

Recognized for Legal Excellence Across Sonoma County

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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.

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Trust Guidance Across Sonoma County

California Trust Law, Made Clear

A downloaded trust template may not address California rules that affect how a trust is created, funded, and managed. Each family has different assets and goals, so having a trust attorney in Sonoma County, CA can help make sure your trust is prepared with care and reflects your wishes.

Codi M. Dada focuses on trusts and wills, giving Sonoma County families direct legal guidance when creating or updating a trust. Whether you own a home in Santa Rosa, property near the Russian River Valley, or land closer to Bodega Bay, he takes the time to understand your assets, family, and goals before preparing your trust.

Our Practice Areas

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

1

Estate Planning

As the trust attorney Sonoma County families call first, we draft living trusts and wills that keep your estate out of court.

2

Trust Attorney

Stepping into the trustee role is confusing at first. We guide you through every duty, from notifying beneficiaries to final distributions.

3

Probate Administration

When probate becomes necessary, we walk executors through every filing and hearing required by Sonoma County Superior Court in Santa Rosa.

4

Probate Services

For smaller estates or a surviving spouse, we prepare spousal property petitions and small estate transfers that skip full probate costs.

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2026 Top 3 Rated Legal Excellence Award

BusinessRate reviews thousands of law firm profiles across California each year, weighing verified Google reviews from real clients to rank the strongest. In 2026, the Law Office of Codi M. Dada landed among the top three for 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 sonoma county ca families increasingly search for by name, Codi built that reputation one honest conversation at a time.

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.

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Exclusive Estate Focus

Many law offices handle trusts alongside other legal matters. Our practice focuses on trusts and wills, giving Sonoma County clients focused attention and experience when creating, reviewing, or updating their trust.

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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 discuss your trust without watching the clock or worrying about unexpected hourly legal fees.

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Lifetime Support Policy

Your trust may need changes as your family and assets change. We welcome clients back for free trust review sessions and include one no-cost trust amendment during the first three months after signing.

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.

Revocable Living Trusts

A revocable living trust lets you keep control of your assets while you are alive. You can update the trust as your family and circumstances change and name who should receive your assets after your death.

Irrevocable Trusts

An irrevocable trust can provide a different level of control and asset protection. We help you understand how this type of trust works and whether it fits your financial and family needs.

Special Needs Trusts

A special needs trust can help provide for a loved one with a disability while helping protect access to certain public benefits. We structure the trust around their needs and long-term care.

Testamentary Trusts

A testamentary trust is created through a will and begins after death. It can hold and manage assets for children or other beneficiaries based on the terms set in the will.

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.

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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.

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Trust Consultation

We start with a free 90-minute conversation about your assets, family, goals, and concerns. This gives Codi a clear understanding of your needs before any trust documents are prepared.

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Custom Trust Drafting

Codi personally prepares your trust documents based on your wishes and California law. He reviews each part carefully to make sure your trust is clear, complete, and suited to your situation.

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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 the next steps.

Comprehensive Trust Plan

$2,450

One-time flat fee. No hidden billable hours.

What Our Clients Are Saying

EXCELLENT
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Based on 98 reviews
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Nancy Hybarger profile picture
Nancy Hybarger
April 6, 2026
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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
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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
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Dave Bohler
March 25, 2026
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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
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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
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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 profile picture
Edgar Vega
February 26, 2026
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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
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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 profile picture
Joe
January 30, 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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.

You remain 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.

Free software can generate a document in minutes, but it can't confirm your deed or bank accounts were actually retitled correctly. A trust attorney Sonoma County families meet with in person catches those funding gaps, keeping your plan fully compliant with California law.

Yes, in most cases. Home and vineyard property values across Sonoma County often clear the small estate threshold on their own. Without a trust, that single property can force your entire estate into mandatory probate court.

Serving Every City Across Sonoma County

From Santa Rosa to Petaluma, Rohnert Park, Sonoma, and Healdsburg, we serve families in every corner of Sonoma County.

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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 Sonoma County family real peace.

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