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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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 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.
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.