Areas served: San Francisco, CA and surrounding Bay Area counties
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.
Absolute Trust Counsel in Walnut Creek, CA is led by attorney Kirsten Howe, who specializes in estate planning, trust administration, probate, and Medi-Cal planning for families with special needs. With a 4.8-star Google rating, the firm is known for guiding trustees through complex administration tasks, crafting special needs trusts, and providing emotionally supportive service during difficult transitions. Clients praise Kirsten's ability to explain legal details clearly and her commitment to long-term relationships.
“Professional easy to work with. Very thorough. We had previously had estate planning, with an attorney, but this was far superior.”
— SHEILA RAUMER, Google Review · 4.8 ★ avg from 30 reviewsLaw Offices of Amir S. Sarreshtehdary is an estate planning law firm led by attorney Amir S. Sarreshtehdary, serving Marin County and the broader Bay Area from offices in San Rafael, San Francisco, Redwood City, and Palo Alto. The practice specializes in estate planning, trust administration, and probate law, helping clients preserve their legacy and provide for their loved ones. With a perfect 5-star rating from 216 Google reviews and a commitment to personalized service, Amir's Law offers free consultations to families throughout the San Francisco Bay Area seeking comprehensive estate planning solutions.
“We turned to Amir on the recommendation of a friend after having difficulty making progress with another lawyer. We wanted to establish a revocable trust with a goal of facilitating inheritance and avoiding probate. Amir was incredibly responsive in terms of initiating discussions, drafting documents and completing the trust. He took the time to explain how the trust would work and the alternative choices we might have in how we established one. He is prepared to customize the extent of his services based on his client's needs. Furthermore, Amir was a pleasure to deal with. I would highly recommend Amir to those pursuing estate planning!”
— Christopher M, Google Review · 5 ★ avg from 216 reviewsBlacksburg Law is a San Francisco estate planning firm led by Michael Blacksburg, an attorney with a rare background as both an estate planning lawyer and former trust officer. This dual expertise allows him to create bulletproof plans that anticipate real-world administration challenges most attorneys miss. The firm specializes in complex estates, LGBTQ+ estate planning, blended families, and investment property holdings, with a holistic approach that goes beyond legal documents to help clients have difficult conversations and think intentionally about their legacy. Serving San Francisco's Noe Valley and surrounding Bay Area communities.
“I cannot recommend Michael Blackburg at Blacksburg Law enough. Estate planning can be a daunting process, but Michael made it incredibly approachable. From our first meeting, he was warm, friendly, and genuinely willing to spend as much time as we needed to understand the details. What impressed us most was his ability to think through scenarios we hadn’t even considered. He didn't just fill out forms; he really looked at our specific situation and helped us plan for 'what-ifs' that were completely off our radar. If you are looking for an attorney who is thorough, patient, and a pleasure to work with, look no further than Michael.”
— Ke Zhu, Google Review · 5 ★ avg from 130 reviewsSaadeh Law Firm is a boutique civil litigation and transactional practice serving San Francisco, Silicon Valley, and Daly City. Led by experienced attorneys, the firm specializes in startup law, business formation, real estate transactions, landlord-tenant disputes, and estate planning. Known for combining big firm quality with small firm personalized service, Saadeh Law Firm provides 24/7 availability and holds a perfect 5.0-star rating from 121 Google reviews.
“John has been helping me through a messy, ongoing real estate transaction and investment. He’s been excellent. He does exactly what he says he’ll do, is very responsive, and easy to talk to. His guidance has been spot-on. Even when it was clear I was in over my head, his calm, methodical approach made a big difference. With his help, I’m getting out of a bad situation. You can’t go wrong here. I’m fortunate to have his support. Highly recommended.”
— James C, Google Review · 5 ★ avg from 120 reviewsThe Law Office of Codi Dada is a Marin County estate planning and probate law firm run by attorney Codi M. Dada, who has over a decade of experience exclusively focused on probate avoidance, probate administration, estate planning, and trust administration. Unlike generalist attorneys, Codi brings real-world experience administering trusts and handling probate cases, creating plans designed to actually work when families need them most. Serving Novato, CA and the greater Bay Area with in-person consultations and virtual services statewide, the firm holds a perfect 5-star rating from 101 Google reviews and earned the 2026 Top 3 Rated Legal Excellence Award in Novato.
“Codi Dada prepared my living trust. He was professional, courtesy, and efficient as he met with me several times to answer my questions, explain the process, and finalize my documents. Codi also has a great personality and is very easy to talk to - it is clear that he cares deeply about his clients. In addition, his fee was more than reasonable. I highly recommend Codi for your estate planning needs!”
— Laura Harlan, Google Review · 5 ★ avg from 99 reviewsDe Fonte Law PC is a San Francisco estate planning firm led by attorney Patricia De Fonte, practicing what she calls 'Estate Planning With Heart®' — a philosophy that estate planning is about family harmony and values, not just documents. The firm specializes in trust-based estate plans that protect heirs from creditors and predators, empower successors with detailed guidance, and reflect clients' personalities. Serving Noe Valley and the greater San Francisco area with flat-fee pricing and deeply personalized service.
“I heartily & fully recommend Patricia De Fonte & her team for all aspects of estate planning. My husband & have been extremely lucky to have been able to work with Patricia from early in her practice, & she has done so much to demystify the estate planning process for us - from advance heath care directives, to wills, to trusts. She is passionate & knowledgable & her passion is totally contagious. We are eager to continue working with her & I am so happy to connect her generosity & wisdom to as many people as I can.”
— Monique Jenkinson (Fauxnique), Google Review · 5 ★ avg from 83 reviewsCappelloni Law PC is a San Francisco estate planning and probate law firm led by attorneys Lauren Cappelloni and Karly Schlinkert, who bring 28 years of combined experience to estate planning, probate, and trust administration. Founded in 2018, the firm is known for its inclusive approach to estate planning that honors diverse family structures, and its client-centered guidance through probate and trust administration processes. Serving individuals and families in the San Francisco Bay Area, the attorneys emphasize long-term relationships and creating a comfortable environment for discussing sensitive legacy matters.
“I’ve had the most wonderful experience working with Karly at Cappelloni Law. Our previous counsel had retired last year. I wanted a small firm locally. After some extensive google search, I reached out to their practice for my estate planning needs. Keith answered my phone call and he was simply amazing. He immediately sent a scheduling link for the initial video interview with Karly. She spent some time with me for initial discovery. She explained the process and in great detail about Trusts and the whole process around trusts. She put herself in my shoes which was extremely helpful for me to understand. It was a pleasant and delightful experience working with Karly all the way to the finish line - document prep, signing and delivery. This marks the beginning of my partnership with Karly, Lauren and Keith. They are the trusted partners you keep. I highly recommend them.”
— tushar routh, Google Review · 5 ★ avg from 52 reviewsSummerall Law, P.C. is an Oakland estate planning law firm led by attorney James Summerall, who specializes in wills, trusts, probate, and estate administration. With a 4.9-star rating from 112+ Google reviews, the firm serves individuals and families throughout the Bay Area with personalized estate planning solutions designed to protect assets and ensure smooth wealth transfer. Known for clear communication and accessibility, James offers extended hours including early mornings and weekends to accommodate busy clients.
“We used Summerall for our estate planning because our insurance covered their services and we heard many great reviews through a mom's group. They did not disappoint. They were very clear on what the cost would be to us and their services are so straightforward, they made it very easy for us to complete our will and trust. They answered our questions and made it easy to rebook appointments when needed.”
— Alyson White, Google Review · 4.9 ★ avg from 111 reviewsLaw 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.
T.S. Wrobel Law Group, PC is a San Francisco estate planning and nonprofit law firm led by attorney Thomas S. Wrobel. The firm specializes in estate planning, probate and trust administration, nonprofit 501(c)(3) formation and compliance, and business counseling for Bay Area clients. With over a decade of experience and a 4.9-star Google rating, the practice is known for making complex legal processes accessible, efficient, and client-focused, serving individuals, families, entrepreneurs, and nonprofit founders throughout the San Francisco Bay Area.
“The Wrobel Law Group truly takes a personal interest in their clients' success. Their firm is clearly built on trust and integrity. Thomas Wrobel is an outstanding attorney who, along with his team, has helped several people I know with probate matters, trustee guidance, and estate planning throughout the Bay Area. He has even gone the extra mile to assist a client with tenant and HOA issues. Thomas genuinely cares about people and always goes above and beyond. He is one of a kind—highly recommend.”
— Miriam Cruz, Google Review · 4.9 ★ avg from 44 reviewsThe 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.
Law Offices of Hanlen J. Chang is an estate planning and business law firm serving San Francisco, Palo Alto, and San Jose. Attorney Hanlen J. Chang specializes in trust administration, international estate planning, business entity formation, and real estate transactions for high-net-worth individuals, investors, and business owners. The firm offers comprehensive estate planning packages including revocable living trusts, pour-over wills, powers of attorney, and healthcare directives, with offices throughout the Bay Area.
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.
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.
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.
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.
Davidson Estate Law is a multi-generational estate planning and probate law firm in Oakland, CA, led by attorney Eric E. Davidson, J.D. (Golden Gate University, 2016), who continues his late father Steven's legacy of serving Bay Area families. The firm specializes in revocable living trusts, wills, trust administration, probate representation, and advance healthcare directives, with a client-centered approach that emphasizes clear communication and personalized planning. Serving Oakland, Berkeley, San Francisco, Marin County, and the broader Bay Area since 1975, they offer both in-office and remote consultations.
“Davidson Estate Law and specifically Eric Davidson is one of the most professional and detailed estate planning attorneys I know. He asks the questions that you may not consider when creating an estate plan and he was especially detailed and thorough when assisting me with the restatement of my trust. I know that he will always respond in a timely manner with any follow up tasks that I may have for him and highly recommend him.”
— BJBellow, Google Review · 4.8 ★ avg from 46 reviewsVon Rock Law, PC is a San Francisco estate planning and trust law firm led by attorney Deidre Von Rock, serving clients in West Portal and throughout the Bay Area. The firm specializes in estate planning, trust administration, probate, business formation, and real estate transactions with a focus on transparent flat-fee pricing and contemporary technology including virtual consultations and secure client portals. With a perfect 5.0-star rating from 38 Google reviews, VRL is known for creating personalized estate plans that protect families and honor legacies.
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.
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.
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.
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.
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.
Albertson & Davidson, LLP is a San Francisco trust and estate litigation law firm led by attorneys Stewart R. Albertson and Keith A. Davidson, specializing in representing beneficiaries in trust contests, will contests, financial elder abuse, trustee theft, and probate litigation. With over $355 million recovered in verdicts and settlements, they focus exclusively on helping beneficiaries enforce their rights when estates and trusts are mishandled. Serving the San Francisco Bay Area from their office at Steuart Tower in downtown San Francisco.
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.
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.
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.
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.
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.
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.
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.