LanternCaliforniaSan FranciscoProfessional ServicesEstate Planning & Wills

    Best Estate Planning & Wills in San Francisco, California

    Areas served: San Francisco, CA and surrounding Bay Area counties

    25 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated April 16, 2026

    San Francisco's estate planning landscape reflects the region's unique mix of high-value real estate, stock compensation, and multi-generational wealth. Local attorneys navigate California's community property laws, complex trust structures, and estate tax considerations specific to Bay Area assets. This directory catalogs estate planning professionals serving San Francisco, evaluated on their approach to asset protection, healthcare directives, and succession planning.

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    85
    Lantern
    Score
    San Rafael, CA · 33 mi from San Francisco
    Serves San Rafael, Marin County, San Francisco, and Palo Alto
    ★★★★★5.0(216 Google reviews)

    Law Offices of Amir S. Sarreshtehdary specializes in estate planning, trust administration, and probate services throughout the Bay Area. Led by attorney Amir S. Sarreshtehdary, the firm helps clients preserve their legacy and ensure their assets are protected for loved ones. With office locations in Marin, San Francisco, and Palo Alto, they offer free consultations to help clients achieve peace of mind through comprehensive estate planning.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesProbate HelpGetting Started
    Ideal clients: Individuals seeking to protect their assets, Parents planning for minor children, Business owners with succession concerns, Those with complex estates
    What sets them apart
    • Conveniently located in Marin, San Francisco, and Palo Alto to serve clients throughout the region.
    • Offers complimentary phone consultations to discuss your estate planning needs and options.
    • Handles estate planning, trust creation, trust administration, and probate matters to provide complete legacy protection.
    Estate PlanningTrust AdministrationProbateBay Area Attorney
    Phone(415) 506-4556
    Law Offices of Amir S. Sarreshtehdary
    Updated 4/16/26Learn More →
    85
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    Score
    San Francisco, CA
    Serves San Francisco and the Bay Area
    ★★★★★5.0(130 Google reviews)

    Blacksburg Law is an estate planning firm in San Francisco founded by Michael Blacksburg, a former trust officer who brings institutional expertise to personalized estate planning. They specialize in creating comprehensive estate plans that address wills, trusts, power of attorney, probate strategy, and estate tax planning—going beyond standard documents to help clients think intentionally about their assets, important relationships, and legacy decisions. The firm is known for a holistic "Life and Living" approach that anticipates real-world administration challenges and helps clients have meaningful conversations with loved ones about their wishes.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesProbate Help
    Ideal clients: High-net-worth individuals, families with complex assets, blended families, LGBTQ+ couples, business owners, anyone seeking a thorough and thoughtfully administered estate plan
    What sets them apart
    • Michael Blacksburg's prior experience as a trust officer allows him to anticipate administration challenges and draft plans that are easier for heirs and trustees to execute without costly delays or court intervention.
    • The firm goes beyond standard legal documents to guide clients through important conversations with loved ones, asset strategy, and decision-making about legacy and impact—especially valuable for blended families and LGBTQ+ clients.
    • Blacksburg Law uses a detailed assessment process to determine whether clients need simple or comprehensive plans, ensuring the final estate plan matches the true complexity of their situation.
    Estate PlanningTrust AdministrationWills & ProbateTax PlanningSan Francisco
    Phone(415) 508-5600
    Address315 Noe St
    Blacksburg Law
    Updated 4/16/26Learn More →
    85
    Lantern
    Score
    Daly City, CA · 31 mi from San Francisco
    Serves San Francisco Bay Area, Silicon Valley, and international
    ★★★★★5.0(120 Google reviews)

    Saadeh Law Firm is a boutique civil litigation and transactional practice serving individuals and businesses in the San Francisco Bay Area and Silicon Valley. The firm specializes in estate planning (wills, trusts, probate, power of attorney), business law (formation, funding, intellectual property), real estate law (transactions, landlord-tenant disputes), and general business counsel. Known for providing personalized, collaborative legal solutions that prioritize strategic growth and dispute avoidance.

    Best for: First-Time Estate PlanningProbate HelpGetting Started
    Ideal clients: Business owners and entrepreneurs, individuals planning estates, property investors and landlords, companies needing general counsel and litigation support
    What sets them apart
    • Boutique civil litigation and transactional firm offering big firm quality with personalized, small firm benefits and individualized client attention.
    • Comprehensive legal services spanning estate planning, business formation, real estate transactions, and business disputes under one roof.
    • Attorneys work collaboratively with clients based on specific circumstances, combining judgment and integrity to advance business objectives and reduce legal burdens.
    Estate PlanningBusiness LawReal Estate LawLitigationTrusts & Probate
    Phone(415) 418-9234
    Saadeh Law Firm
    Updated 4/16/26Learn More →
    85
    Lantern
    Score
    Novato, CA · 37 mi from San Francisco
    Serves Marin County and Bay Area, with virtual services throughout California
    ★★★★★5.0(99 Google reviews)

    Law Office of Codi Dada is a Marin County estate planning practice exclusively focused on probate avoidance, probate administration, estate planning, and trust administration. Led by attorney Codi M. Dada with over a decade of experience, the firm specializes in creating customized living trusts, wills, powers of attorney, and guiding families through trust and probate administration. What sets this practice apart is their real-world, implementation-focused approach—they design plans based on extensive experience administering trusts and handling probate, ensuring documents work smoothly when families actually need them, not just when they're signed.

    Best for: First-Time Estate PlanningProbate HelpGetting Started
    Ideal clients: Families wanting to avoid probate, individuals creating or updating living trusts, executors and successor trustees administering estates, California residents planning for trust administration after a loved one's passing
    What sets them apart
    • Unlike firms that only draft documents, Codi Dada routinely administers trusts and handles probate proceedings, bringing practical knowledge of what works when families actually use their estate plans.
    • The firm's exclusive focus on estate planning, probate, and trust administration allows them to create specialized strategies designed to reduce administrative headaches and disputes during trust administration.
    • Clients can schedule a free 15-minute phone consultation to discuss their estate planning needs with a caring attorney before committing to services.
    Estate PlanningProbate AdministrationTrust AdministrationLiving TrustsWills
    Phone(415) 827-1425
    Law Office of Codi Dada
    Updated 4/16/26Learn More →
    84
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    Score
    San Francisco, CA
    Serves San Francisco and Bay Area
    ★★★★★5.0(83 Google reviews)

    De Fonte Law PC is a San Francisco-based law firm specializing in estate planning, probate, and family law matters. The firm helps clients create comprehensive estate plans, navigate probate proceedings, and resolve family legal disputes with personalized attention and strategic guidance. Known for combining legal expertise with a client-focused approach, De Fonte Law PC serves individuals and families throughout the Bay Area.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesProbate Help
    Ideal clients: Individuals planning estates, families navigating probate, couples seeking family law representation, business owners protecting assets
    What sets them apart
    • Offers full estate planning services including wills, trusts, powers of attorney, and tax planning to protect assets and ensure smooth wealth transfer.
    • Provides skilled guidance through probate administration, helping families navigate the complex process efficiently and minimize delays.
    • Handles family law matters with sensitivity and legal acumen, supporting clients through divorces, custody disputes, and other personal legal issues.
    Estate PlanningProbateFamily LawSan FranciscoLegal Services
    Phone(415) 226-6283
    De Fonte Law PC
    Updated 4/16/26Learn More →
    84
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area, including San Francisco and San Mateo
    ★★★★★5.0(52 Google reviews)

    Cappelloni Law PC is an estate planning and probate law firm in San Francisco founded by Lauren Cappelloni in 2018, with attorney Karly Schlinkert joining the team. With approximately 28 years of combined experience, the firm specializes in estate planning, probate administration, and trust administration for individuals and families throughout the Bay Area. Lauren and Karly bring a thoughtful, inclusive approach that honors client diversity and creates a comfortable environment for discussing personal legal matters.

    Best for: Probate HelpGetting Started
    Ideal clients: Families and individuals planning estates, executors and administrators navigating probate, trustees managing trust administration, Bay Area residents seeking personalized estate planning guidance
    What sets them apart
    • Attorneys Lauren Cappelloni and Karly Schlinkert bring deep expertise in estate planning, probate, and trust administration, with Lauren having spent 10 years as a partner at another San Francisco estate planning firm before founding this practice.
    • The firm emphasizes honoring diversity and creating a safe, comfortable environment for clients to discuss sensitive estate planning matters, building long-term relationships with families.
    • Cappelloni Law PC offers free consultations via phone, video conference, or in-person meetings at offices in San Francisco or San Mateo, with flexible scheduling Monday–Friday.
    Estate PlanningProbateTrust AdministrationSan Francisco Bay Area
    Phone(415) 795-2910
    Cappelloni Law PC
    Updated 4/16/26Learn More →
    83
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    Oakland, CA · 43 mi from San Francisco
    Serves Oakland and surrounding Bay Area communities
    ★★★★★4.9(111 Google reviews)

    Summerall Law, P.C. is an Oakland-based estate planning and trust administration firm serving clients throughout the Bay Area. Founded by attorney James Summerall, the firm specializes in comprehensive estate planning, including will preparation, trust creation, probate administration, and elder law planning. They focus on helping families protect their assets and ensure smooth wealth transfer across generations.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesAging ParentsProbate Help
    Ideal clients: Families seeking comprehensive estate planning, individuals with significant assets requiring trust protection, seniors planning for long-term care, those navigating probate administration
    What sets them apart
    • Specializes in trust administration and probate services, helping families navigate complex estate settlements efficiently and with minimal conflict.
    • Provides full-service estate planning including wills, trusts, power of attorney, and elder law strategies tailored to individual family situations.
    • Conveniently located in Oakland with extensive experience serving diverse Bay Area clients seeking personalized estate planning guidance.
    Estate PlanningTrust AdministrationProbateElder LawBay Area Attorney
    Phone(415) 944-9406
    Summerall Law, P.C.
    Updated 4/16/26Learn More →
    82
    Lantern
    Score
    Daly City, CA · 31 mi from San Francisco
    Serves San Francisco Bay Area, including Daly City, San Francisco, and surrounding communities
    ★★★★★5.0(30 Google reviews)

    Law Office of Robert L. Ferris is a probate and estate planning law firm led by Robert L. Ferris, an attorney with 25+ years of experience serving the San Francisco Bay Area. The firm specializes in probate administration, revocable trust creation and administration, power of attorney documents, will preparation, and small estate affidavits. They offer free initial consultations, online services, and flexible scheduling including Saturday and evening appointments, with multilingual support in Spanish and Tagalog.

    Best for: First-Time Estate PlanningProbate HelpGetting Started
    Ideal clients: Individuals planning their estates, families navigating probate, trustees administering estates, realtors handling probate-related transactions, Spanish and Tagalog-speaking clients
    What sets them apart
    • Robert L. Ferris brings over two decades of specialized expertise in probate, trust administration, and estate planning matters.
    • The firm offers no-obligation free consultations and quick probate reviews to help clients understand their specific situations and options.
    • Online services, Saturday/evening appointments, and support in Spanish and Tagalog make estate planning accessible to diverse clients.
    Probate AttorneyEstate PlanningTrust AdministrationWills & TrustsSan Francisco Bay Area
    Law Office of Robert L. Ferris
    Updated 4/16/26Learn More →
    82
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★★4.9(44 Google reviews)

    T.S. Wrobel Law Group, PC is a San Francisco-based estate planning and elder law firm led by attorney T.S. Wrobel. The firm specializes in comprehensive estate planning, trust creation and administration, probate services, and elder law matters including Medicaid planning. They serve individuals and families seeking to protect their assets, plan for incapacity, and ensure their wishes are honored.

    Best for: First-Time Estate PlanningAging ParentsProbate Help
    Ideal clients: Families planning estates, seniors preparing for long-term care, individuals wanting to establish trusts, those navigating probate
    What sets them apart
    • The firm focuses on elder law and Medicaid planning, helping seniors and families navigate complex healthcare and long-term care planning issues.
    • Offers full-service estate planning including wills, trusts, powers of attorney, and probate administration to ensure clients' wishes are properly documented and executed.
    Estate PlanningTrustsProbateElder LawSan Francisco
    Phone(415) 928-4161
    T.S. Wrobel Law Group, PC
    Updated 4/16/26Learn More →
    82
    Lantern
    Score
    Burlingame, CA · 37 mi from San Francisco
    Serves San Francisco Bay Area, including Burlingame and surrounding Peninsula communities
    ★★★★★5.0(25 Google reviews)

    The Law Office of Mark Gullotta is an estate planning law firm serving the San Francisco Bay Area. Mark Gullotta specializes in helping clients protect their assets and plan for the future through wills, trusts, power of attorney documents, and comprehensive estate administration. The firm focuses on personalized legal strategies tailored to individual family and financial situations.

    Best for: First-Time Estate PlanningProbate HelpGetting Started
    Ideal clients: Homeowners planning their legacy, families seeking asset protection, individuals needing comprehensive estate documents
    What sets them apart
    • Creates customized estate plans tailored to individual family situations and financial goals rather than one-size-fits-all approaches.
    • Handles the full spectrum of estate planning needs including wills, trusts, powers of attorney, and probate administration.
    Estate PlanningWills & TrustsLegal ServicesBurlingame
    Phone(650) 382-4331
    The Law Office of Mark Gullotta
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★★5.0(24 Google reviews)

    Law Offices of Hanlen J. Chang specializes in estate planning, trust creation, and probate services for individuals and families in the San Francisco Bay Area. With a focus on comprehensive wealth transfer planning, elder law, and tax-efficient strategies, the firm helps clients protect their assets and ensure their wishes are carried out. Led by experienced attorney Hanlen J. Chang, the practice combines legal expertise with personalized service to address each client's unique family and financial situation.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesAging ParentsProbate HelpGetting Started
    Ideal clients: Individuals planning estates, families with minor children, high-net-worth clients, seniors planning for healthcare and financial decisions
    What sets them apart
    • Offers full-service estate planning including wills, trusts, power of attorney, and probate administration to address all aspects of wealth transfer and family protection.
    • Deep understanding of California probate law and Bay Area family situations, providing localized guidance on estate and tax planning strategies.
    • Welcomes new clients with a complimentary consultation to discuss their estate planning needs and long-term goals.
    Estate PlanningTrust ServicesProbate LawElder LawSan Francisco
    Phone(415) 406-2708
    Law Offices of Hanlen J. Chang
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    Burlingame, CA · 39 mi from San Francisco
    Serves Burlingame and San Francisco Bay Area
    ★★★★★4.8(92 Google reviews)

    Law Offices of Laura Croft is an estate planning law firm located in Burlingame, California, specializing in comprehensive estate planning services including wills, trusts, powers of attorney, and probate administration. Led by attorney Laura Croft, the firm helps individuals and families protect their assets, plan for the future, and ensure their wishes are honored. They focus on personalized planning strategies tailored to each client's unique circumstances and goals.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesAging ParentsProbate HelpGetting Started
    Ideal clients: Families seeking comprehensive estate planning, individuals creating or updating wills and trusts, those planning for probate or elder law matters
    What sets them apart
    • Offers full-service estate planning including wills, trusts, powers of attorney, and probate services in one firm.
    • Takes time to understand each client's unique circumstances and goals to develop customized estate planning strategies.
    • Led by Laura Croft, providing knowledgeable guidance on complex estate and family matters.
    Estate PlanningWills & TrustsProbateElder Law
    Phone(650) 787-4142
    Law Offices of Laura Croft
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area
    ★★★★★5.0(22 Google reviews)

    Button Law Inc. is an estate planning and probate law firm in San Francisco specializing in wills, trusts, estates, and real estate legal services. Led by Elizabeth Button, a former San Francisco Probate Court clerk with extensive court experience, the firm helps clients protect their assets through comprehensive estate planning, manages trust administrations following a creator's passing, handles probate proceedings, and provides deed drafting and title services. Button Law combines deep probate court experience with personalized attention to guide families through complex legal processes.

    Best for: High-Net-Worth EstatesProbate HelpGetting Started
    Ideal clients: Bay Area families seeking comprehensive estate planning, executors managing probate proceedings, trust creators and beneficiaries, property owners needing deed and title services
    What sets them apart
    • Elizabeth Button worked as a Law Clerk in both San Mateo and San Francisco Probate Courts, reporting directly to three Bay Area judges, providing deep insider knowledge of probate processes.
    • Button Law offers a complimentary consultation to discuss your estate planning needs and determine if the firm is the right fit for your situation.
    • Beyond estate planning, the firm handles deed drafting, title clearing, and title transfers for clients needing comprehensive property legal assistance.
    Estate PlanningProbate LawTrust AdministrationReal Estate Law
    Phone(415) 874-9361
    Button Law Inc.
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    San Rafael, CA · 32 mi from San Francisco
    Serves San Rafael, Marin County, and greater Bay Area
    ★★★★★4.9(31 Google reviews)

    Lerman Law Partners, LLP is a San Rafael-based law firm specializing in real estate investor law, providing comprehensive legal guidance for property acquisitions, investment strategies, and transaction structuring. The firm serves investors, developers, and property owners navigating complex real estate deals and regulatory requirements across the Bay Area. With deep expertise in real estate law and a focus on investor-specific needs, they help clients structure deals efficiently and protect their investments.

    Ideal clients: Real estate investors, property developers, real estate flippers, commercial property owners
    What sets them apart
    • Deep focus on real estate investment law with expertise in deal structuring, acquisition strategies, and investor-specific legal issues that general practitioners often miss.
    • Based in Marin County with extensive knowledge of local Bay Area real estate markets, regulations, and the unique challenges investors face in this high-value region.
    Real Estate LawInvestment LawProperty TransactionsBusiness Law
    Phone(415) 454-0455
    Address802 B St
    Lerman Law Partners, LLP
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area and nationwide
    ★★★★★4.9(30 Google reviews)

    Greene Law Firm, P.C. is a San Francisco-based estate planning and elder law practice led by Jay Greene, Esq., with over 15 years of experience. The firm specializes in wills and trusts, probate guidance, Medi-Cal and elder care planning, asset protection, power of attorney, trustee services, and veterans disability benefits. They serve clients across multiple states and are known for personalized service, clear guidance through complex legal processes, and helping families protect assets while planning for long-term care and legacy.

    Best for: First-Time Estate PlanningAging ParentsProbate HelpGetting Started
    Ideal clients: Families planning estates, seniors and retirees, individuals seeking asset protection, veterans with service-related disabilities, families navigating Medi-Cal planning
    What sets them apart
    • Greene Law Firm goes beyond drafting wills and trusts—they provide ongoing guidance and support to help clients adapt their estate plans as life circumstances change, ensuring long-term peace of mind.
    • The firm specializes in Medi-Cal planning and elder care strategies, helping families navigate asset protection while qualifying for long-term care benefits and addressing upcoming changes to Medi-Cal asset limits.
    • Greene Law Firm assists veterans with service-related disabilities through the benefits application process, ensuring clients receive the veterans disability benefits they are entitled to receive.
    Estate PlanningProbate AttorneyElder LawAsset ProtectionWills & Trusts
    Phone(415) 905-0215
    Greene Law Firm, P.C. (formerly Greene Estate, Probate, and Elder Law Firm)
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Oakland, CA · 42 mi from San Francisco
    Serves Oakland and surrounding Bay Area communities
    ★★★★★4.8(46 Google reviews)

    Davidson Estate Law is an Oakland-based law firm specializing in estate planning, probate, trust administration, and elder law matters. Founded by attorneys with deep expertise in California estate planning, the firm guides clients through complex wealth transfer, asset protection, and end-of-life planning decisions. They serve individuals and families across the Bay Area who want to preserve their legacy and ensure their wishes are carried out.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesAging ParentsProbate HelpGetting Started
    Ideal clients: High-net-worth individuals, families with blended family situations, business owners planning succession, seniors addressing elder law and Medicaid planning
    What sets them apart
    • Specializes in California estate and probate law, with deep knowledge of state-specific tax benefits, community property rules, and probate procedures.
    • Handles wills, trusts, power of attorney, probate administration, and elder law planning—providing full-service solutions rather than single-issue advice.
    • Works closely with clients to understand family dynamics and goals, translating complex legal concepts into clear action plans.
    Estate PlanningProbateTrust AdministrationElder LawOakland
    Phone(510) 527-6774
    Davidson Estate Law
    Updated 4/16/26Learn More →
    79
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★★5.0(39 Google reviews)

    Von Rock Law, PC is a San Francisco-based law firm specializing in estate planning, trust creation, and probate services. Led by experienced estate planning attorneys, the firm helps clients protect their assets, plan for the future, and navigate complex family wealth matters with personalized guidance and strategic counsel.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesProbate HelpGetting Started
    Ideal clients: High-net-worth individuals, Family business owners, Parents planning for minor children, Those concerned about probate complexity
    What sets them apart
    • Von Rock Law creates customized estate plans tailored to each client's unique family situation and financial goals, ensuring comprehensive protection of assets and clear succession planning.
    • The firm handles both trust creation and administration, as well as probate proceedings, guiding families through complex legal processes with clarity and support.
    Estate PlanningTrust AdministrationProbateSan Francisco
    Phone(415) 517-3706
    Von Rock Law, PC
    Updated 4/16/26Learn More →
    79
    Lantern
    Score
    Walnut Creek, CA · 55 mi from San Francisco
    Serves Walnut Creek and surrounding Bay Area communities
    ★★★★★4.8(30 Google reviews)

    Absolute Trust Counsel is an estate planning law firm based in Walnut Creek specializing in comprehensive trust and estate administration services. Founded by experienced attorneys, they help clients create trusts, manage probate proceedings, and plan for tax-efficient wealth transfer. They focus on personalized guidance to protect assets and provide peace of mind for families.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesProbate HelpGetting Started
    Ideal clients: Families planning for wealth transfer, individuals with significant assets, business owners, seniors planning for legacy
    What sets them apart
    • Offers full estate planning including trust creation, probate administration, and estate tax planning tailored to individual client needs.
    • Located in Walnut Creek with deep knowledge of California estate and trust law specific to the Bay Area.
    • Emphasizes personalized guidance and clear communication to help families understand their estate planning options.
    Estate PlanningTrust CreationProbate ServicesWealth ManagementEstate Law
    Phone(925) 633-5707
    Absolute Trust Counsel
    Updated 4/16/26Learn More →
    79
    Lantern
    Score
    Larkspur, CA · 32 mi from San Francisco
    Serves Marin County and surrounding Bay Area
    ★★★★★5.0(14 Google reviews)

    Merritt Law is an estate planning and probate law firm serving the Marin County area. Founded by Yuka Merritt, the firm specializes in helping clients create comprehensive estate plans, establish trusts, and navigate probate proceedings. They focus on providing personalized legal guidance to ensure your family's financial security and peace of mind.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesProbate HelpGetting Started
    Ideal clients: Families planning their estate, parents wanting to protect their children's future, business owners, individuals seeking to avoid probate
    What sets them apart
    • Yuka Merritt provides tailored estate planning strategies that address your specific family situation and financial goals, rather than one-size-fits-all solutions.
    • The firm handles complex probate administration and trust management, helping executors and beneficiaries navigate the legal process smoothly.
    Estate PlanningProbate LawTrust AdministrationWills
    Merritt Law
    Updated 4/16/26Learn More →
    77
    Lantern
    Score
    San Rafael, CA · 33 mi from San Francisco
    Serves San Rafael and greater North Bay/Bay Area
    ★★★★★4.8(18 Google reviews)

    CunninghamLegal is an estate planning law firm in San Rafael serving the greater Bay Area with expertise in living trusts, wills, probate, and estate administration. Their team helps clients protect assets, plan for incapacity, and ensure smooth wealth transfer to heirs. They focus on personalized planning for families and individuals who want clarity and peace of mind about their legacy.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesProbate HelpGetting Started
    Ideal clients: Families planning wealth transfer, parents wanting to protect minor children, business owners managing succession, individuals with substantial assets
    What sets them apart
    • Focus on living trusts and estate administration to help clients avoid probate and maintain privacy while protecting their assets.
    • Work directly with clients to understand their unique family and financial situations, creating customized estate plans rather than one-size-fits-all solutions.
    • Based in San Rafael with deep knowledge of California estate law and probate procedures affecting local families.
    Estate PlanningLiving TrustsProbateWills
    Phone(415) 358-6970
    CunninghamLegal
    Updated 4/16/26Learn More →
    77
    Lantern
    Score
    Larkspur, CA · 32 mi from San Francisco
    Serves Marin County, Larkspur, and surrounding Bay Area communities
    ★★★★★5.0(10 Google reviews)

    Law Office of Joseph M. Barton is an estate planning and elder law firm serving Marin County and the broader Bay Area. Joseph M. Barton specializes in wills, trusts, power of attorney documents, probate, and elder law matters including Medicaid planning. The firm focuses on helping families protect their assets and plan for the future with personalized legal guidance.

    Best for: First-Time Estate PlanningHigh-Net-Worth EstatesAging ParentsProbate Help
    Ideal clients: Seniors and retirees, families with significant assets, business owners, individuals concerned about long-term care costs
    What sets them apart
    • Offers comprehensive elder law services including Medicaid planning, helping seniors and families navigate complex healthcare and long-term care issues.
    • Takes a customized approach to wills, trusts, and asset protection rather than one-size-fits-all solutions.
    Estate PlanningElder LawTrustsWillsProbate
    Law Office of Joseph M. Barton
    Updated 4/16/26Learn More →
    76
    Lantern
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    Larkspur, CA · 32 mi from San Francisco
    Serves Larkspur, Marin County, and surrounding Bay Area
    ★★★★★5.0(8 Google reviews)

    Law Office of Matthew W. Harris provides estate planning, trust administration, and related legal services to clients in Marin County and the greater Bay Area. Founded and led by Matthew W. Harris, the firm focuses on helping individuals and families plan their estates, create trusts, and navigate probate matters with personalized attention. The practice emphasizes clear communication and practical solutions tailored to each client's unique circumstances.

    Best for: High-Net-Worth EstatesProbate Help
    Ideal clients: Families planning their estates, individuals seeking to create or update trusts, business owners protecting assets, those navigating probate
    What sets them apart
    • Matthew W. Harris works directly with clients to create customized estate plans, trusts, and wills tailored to individual family situations and goals.
    • Based in Larkspur with deep roots in the local community, the firm understands regional probate procedures and estate planning considerations specific to Marin County.
    • Clients work with Matthew W. Harris himself rather than being handed off to junior staff, ensuring consistent and knowledgeable representation throughout the process.
    Estate PlanningTrustsProbateWillsLegal Services
    Phone(415) 464-4930
    Law Office of Matthew W. Harris
    Updated 4/16/26Learn More →
    75
    Lantern
    Score
    Petaluma, CA · 42 mi from San Francisco
    Serves Petaluma and surrounding Sonoma County communities
    ★★★★★4.7(14 Google reviews)

    Affordable Wills and Trusts is an independent estate planning firm in Petaluma specializing in affordable wills, trusts, powers of attorney, and probate services. They help individuals and families protect their assets and plan for the future with straightforward, cost-effective legal documents. The firm focuses on making estate planning accessible to everyone, regardless of budget.

    Best for: First-Time Estate PlanningProbate HelpGetting Started
    Ideal clients: Budget-conscious families, small business owners, retirees planning for succession, individuals seeking straightforward estate documents
    What sets them apart
    • Specializes in cost-effective estate planning documents, making professional legal services accessible to a wider range of clients.
    • Handles wills, trusts, powers of attorney, and probate matters all under one roof, providing full-service estate planning solutions.
    • Based in Petaluma with direct phone and in-person consultation available for Sonoma County residents.
    Estate PlanningWills & TrustsProbate ServicesAffordable Legal
    Phone(707) 787-5776
    Affordable Wills and Trusts
    Updated 4/16/26Learn More →
    68
    Lantern
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    San Francisco, CA
    Serves San Francisco Bay Area, California
    ★★★★★4.7(3 Google reviews)

    Albertson & Davidson, LLP is an estate planning and litigation law firm serving the San Francisco Bay Area with offices in San Francisco. The firm specializes in wills, trusts, and estate litigation, helping clients protect their assets and navigate complex family succession matters. Their experienced attorneys provide comprehensive estate planning services tailored to individual and family circumstances.

    Best for: Probate Help
    Ideal clients: High-net-worth individuals, business owners, families with complex estates, those seeking trust administration or estate dispute resolution
    What sets them apart
    • Beyond standard estate planning, the firm handles contested estates and trust disputes, providing litigation support for complex family and asset matters.
    • Located in Steuart Tower in downtown San Francisco, the firm brings deep local knowledge of California estate law and Bay Area wealth management considerations.
    Estate PlanningTrust AdministrationEstate LitigationWills
    Phone(858) 209-2309
    Albertson & Davidson, LLP | Wills | Trusts | Estate Litigation
    Updated 4/16/26Learn More →
    67
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★★4.5(4 Google reviews)

    Cal Estate Planning, PC is a San Francisco-based law firm specializing in comprehensive estate planning services for individuals and families. Led by experienced estate planning attorneys, they help clients create wills, trusts, powers of attorney, and develop tax-efficient strategies to protect their assets and ensure their wishes are carried out. They focus on personalized planning tailored to each client's unique situation and goals.

    Best for: First-Time Estate PlanningHigh-Net-Worth Estates
    Ideal clients: Families with substantial assets, business owners, parents concerned about minor children's guardianship, individuals with complex family situations
    What sets them apart
    • Offers full-service estate planning including wills, trusts, powers of attorney, and tax planning strategies designed to protect assets and minimize tax burden.
    • Each client receives tailored planning based on their specific circumstances, family structure, and financial goals rather than one-size-fits-all solutions.
    Estate PlanningTrusts & WillsLegal ServicesAsset Protection
    Phone(415) 584-4550
    Cal Estate Planning, PC
    Updated 4/16/26Learn More →

    Frequently Asked Questions

    Who is the top-ranked estate planning attorney in San Francisco?

    Law Offices of Amir S. Sarreshtehdary is the top-ranked estate planning firm in San Francisco with a Lantern Score of 85.31/100 and a 5-star rating based on 216 reviews. The firm specializes in estate planning, trust administration, and probate services and is particularly well-suited for individuals seeking asset protection, parents planning for minor children, and business owners with succession concerns.

    Which estate planning firm is best for high-net-worth individuals and blended families?

    Blacksburg Law (Lantern Score: 84.93/100, 5★ rating with 130 reviews) is specifically recommended for high-net-worth individuals, families with complex assets, blended families, and LGBTQ+ couples. Founded by Michael Blacksburg, a former trust officer, the firm brings institutional expertise to personalized estate planning.

    What options are available for people wanting to avoid probate in California?

    Law Office of Codi Dada (Lantern Score: 84.64/100, 5★ rating with 99 reviews) is exclusively focused on probate avoidance and trust administration, making it ideal for families wanting to avoid probate and individuals creating or updating living trusts. Alternatively, CunninghamLegal (Lantern Score: 77.45/100) specializes in living trusts and probate avoidance strategies.

    Which firms are best for business owners planning succession?

    Several top-ranked firms serve business owners: Saadeh Law Firm (Lantern Score: 84.85/100, 5★, 120 reviews) focuses on business owners and entrepreneurs, while Blacksburg Law (84.93/100) and Von Rock Law, PC (79.32/100, 5★, 39 reviews) both specialize in business succession planning and protecting business assets.

    Are there affordable estate planning options in the San Francisco Bay Area?

    Affordable Wills and Trusts (Lantern Score: 75.12/100, 4.7★ rating) is an independent firm in Petaluma specifically designed for budget-conscious families, small business owners, and individuals seeking straightforward estate documents at competitive prices.

    Which firm is best for seniors and long-term care planning?

    Summerall Law, P.C. (Lantern Score: 83.09/100, 4.9★ rating with 111 reviews) is an Oakland-based firm particularly recommended for seniors planning for long-term care and comprehensive estate planning, while Greene Law Firm, P.C. (80.65/100, 4.9★) in San Francisco specializes in elder law and Medi-Cal planning for seniors and retirees.

    This directory of estate planning & wills local businesses serving San Francisco, CA is maintained by Lantern. Rankings are determined by the Lantern Score — not advertising or payment for placement. Learn how it works. Last updated April 16, 2026. To claim or update a listing, contact us.