Summerall Law, P.C.

Navigating legal matters can often feel overwhelming, but for residents of California, finding a supportive and knowledgeable legal partner is key to securing your future and protecting your loved ones. In the heart of San Francisco, Summerall Law, P.C. stands out as a dedicated firm specializing in comprehensive estate planning, offering a friendly and professional approach to complex legal needs. Whether you're looking to establish a family trust, create a will, or plan for special needs, Summerall Law, P.C. aims to make the process as straightforward and stress-free as possible.

This article will provide you with an in-depth look at Summerall Law, P.C., detailing their services, location, unique features, and why they are a suitable choice for locals across California seeking expert legal guidance in estate planning.

Summerall Law, P.C. is more than just a law firm; it's a team committed to providing accessible and understandable legal services. Their approach is rooted in the belief that everyone deserves a clear and organized path to secure their legacy, regardless of their background or the complexity of their situation. They are known for transforming potentially daunting legal processes into a manageable and even comfortable experience, always prioritizing client understanding and peace of mind.

At Summerall Law, P.C., the philosophy revolves around preventive legal care. This means using legal tools and resources to reduce the overall cost and burden of legal services that might arise from life's major events, such as health crises, births, or deaths. Estate planning, in particular, is viewed as a prime example of this preventive approach, allowing clients to proactively manage their affairs and provide for their families. Their commitment extends to listening carefully to client needs, ensuring that each estate plan truly reflects individual wishes and circumstances. This dedication to client-centric service is evident in the numerous referrals they receive, a testament to the trust and satisfaction of those they've served.

Summerall Law, P.C. is strategically located at 2107 Union St, San Francisco, CA 94123, USA. This accessible address places them within a vibrant and well-connected part of San Francisco, making it convenient for Bay Area residents to reach their office. For those who prefer virtual meetings, Summerall Law, P.C. embraces technology, offering online booking and virtual consultations, which greatly enhances their accessibility across California. They also have additional meeting locations in Oakland, Pleasanton, Palo Alto, Sausalito, and Walnut Creek, catering to a broader range of clients throughout the Bay Area. For document signing, mobile notary services are available, or clients can visit one of their signing locations. This multi-faceted approach to accessibility ensures that clients can engage with their legal team in a way that best suits their busy schedules and geographical location. The firm is dedicated to creating a comfortable environment, even welcoming kids, pets, and friends/family to in-person appointments, and offers stair-free office options at every location for ease of access.

Summerall Law, P.C. specializes in estate planning and related legal services, ensuring that clients receive focused and expert advice. Their offerings are designed to cover a broad spectrum of needs within this crucial area of law.

• Estate Plans: This is a core service, helping individuals and families establish comprehensive plans for asset distribution, guardianship, and healthcare directives. They emphasize making the process of creating wills, trusts, and other documents as painless and straightforward as possible, aiming to save families significant time and money in the future.
• Trusts: A key component of estate planning, including family trusts and special needs trusts. As highlighted by customer reviews, they are highly regarded for their expertise in setting up special needs trusts, offering peace of mind to families with disabled loved ones.
• Wills: Drafting and finalizing wills to ensure your wishes regarding your assets and dependents are legally documented and enforceable.
• Probate Avoidance: Guiding clients through strategies to avoid the often lengthy and costly probate process, thereby keeping more assets with families.
• Advice Calls: For those who need quick clarity or answers to specific estate-related questions, they offer structured advice calls to help clients understand legal intricacies and propose effective solutions.
• DIY Forms: Providing simple and accessible forms like Power of Attorney and Advance Health Care Directives, with a quick turnaround time of 48 hours for document preparation.
• Trust Funding: Assisting clients with the crucial step of properly funding their trusts by updating beneficiaries on financial accounts and handling deeds.
• Community Initiatives: Summerall Law, P.C. is actively involved in community initiatives, including a free Special Needs Trust program for families with disabled children and a program to help African-American families avoid probate, demonstrating their commitment to serving underserved communities.

Summerall Law, P.C. distinguishes itself through several client-focused features and highlights that enhance the overall legal experience.

• Tech-Enabled Practice: They embrace technology to streamline the legal process, offering online booking, virtual meetings, and mobile-friendly intake forms. This commitment to modern solutions makes legal services more convenient and efficient for clients.
• Clear and Affordable Pricing: Summerall Law, P.C. is transparent about its fees, with upfront pricing for services like estate plans. They also accept legal insurance, making their services more accessible and affordable for a wider range of clients. Their initial consultations are always free, allowing prospective clients to understand their options without financial commitment.
• Client-Centered Approach: The firm is praised by clients for its friendly, professional, and empathetic team members. They prioritize creating a "warm and safe emotional space" for discussing sensitive topics related to estate planning, and their staff are consistently clear about case progress and next steps. They also have an "open-door policy," making themselves available to clients for ongoing questions and concerns even after immediate services are completed.
• Specialization in Estate Planning: By focusing exclusively on estate planning, probate, and trust administration, Summerall Law, P.C. ensures a deep level of expertise and keeps current on all relevant legal developments and court procedures. Sarah Summerall, the founder, is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California).
• Diversity and Inclusion: Summerall Law, P.C. prides itself on being a diverse, inclusive, and welcoming firm. They have extensive experience creating plans tailored for families with international relatives, same-sex couples, unmarried couples, and LGBTQI+ individuals and families.
• Efficient Process: Clients report a smooth and professional experience, with processes designed to be efficient and time-saving. The firm aims to help clients complete their estate plan in approximately three hours of their time, from initial form completion to final signing.

Summerall Law, P.C. strives to make their high-quality legal services accessible through transparent pricing and special considerations.

Their standard Estate Plan package is priced at $1500 per person. For clients with accepted legal insurance, this cost can be significantly reduced to approximately $350-$400. This package typically includes a revocable trust, certification of trust, special needs trust (if applicable), personal property memorandum, guardianship nomination with child care power of attorney, pourover will, plan notarization, durable power of attorney, and advanced healthcare directive/living will.

They also offer advice calls for $250 per 30-minute session and DIY forms (Power of Attorney or Health Care Directive) for $200 per document. Additional services, such as adding a separate property trust, cost $500, and adding a deed is $300. Notary and property recording fees are separate when using legal insurance.

Furthermore, Summerall Law, P.C. extends a 10% discount to veterans and all those who serve their communities through the military, fire, and police departments, as well as public school teachers (K-12). They also offer complimentary initial consultations, allowing prospective clients to discuss their needs and understand the process without any upfront cost.

For California residents interested in Summerall Law, P.C.'s services, you can reach them using the following information:

Address: 2107 Union St, San Francisco, CA 94123, USA

Phone: (415) 944-9406

Mobile Phone: +1 415-944-9406

Booking an appointment is made easy through their website, which offers online scheduling, or by contacting their receptionist staff directly. They also offer Saturday and evening appointments (until 7:00 PM on most weekdays) at their various locations to accommodate diverse schedules. If an in-person meeting is not feasible, they are flexible in arranging phone or video conference meetings, and can even arrange to meet at your home or a hospital if needed.

For anyone in California looking to establish or update their estate plan, Summerall Law, P.C. presents a highly suitable option. Their specialization in estate planning, coupled with a transparent, tech-enabled, and client-focused approach, makes the often-complex legal process straightforward and reassuring. Reviews from clients like Sarah, who found them "God sent" for a special needs trust, and another who experienced a "smooth and professional experience" setting up a family trust, highlight the firm's ability to deliver both effective legal solutions and exceptional client care.

The firm’s commitment to clear pricing, acceptance of legal insurance, and special discounts for community servants further underscore their dedication to accessibility. Beyond the legal technicalities, Summerall Law, P.C. fosters a welcoming and understanding environment, which is crucial when dealing with sensitive personal and financial matters. Their proactive approach to preventive legal care means they are not just solving problems but helping clients avoid future complications, ensuring long-term peace of mind for families across California. If you are seeking a reliable and empathetic legal partner for your estate planning needs, Summerall Law, P.C. is definitely a firm worth considering.