From intake to execution seamless (intake form, calendaring, follow up, follow through, edits, perspectives, scenarios). Sarah, Kate, Christian, Naomi, are all rockstars in their own right. Excellent experience with a legal plan, great outcomes, and on point value. Thank you for making the process seamless! read more

I want to sincerely thank the incredible team at Summerall Law for all their help and support. They've provided us with outstanding customer service and are truly wonderful people to work with. They're A++++. Their dedication genuinely reflects the company's core values--a special shout-out to Ms. Sarah, Naomi, and Christian for their fantastic assistance and support. I wouldn't hesitate to recommend this company to all my family and friends read more

Used them for estate planning and they were easy to work with, offered great rate, and Naomi was wonderful! They explained everything and made the process super simple and understandable. read more

We just finished creating a complete Estate Plan (Living Trust, Medical Directive, etc.) to replace our existing one that was 15 years old and outdated because of life changes. Summerall Law was great and made the process from start to finish very easy. We are now confident that everything will be legally taken care of when the time comes. It was great working with Danielle, Annika and Christian. They incorporated everything we wanted and explained the various documents. We will go to them again if we ever need legal help with our estate. read more

"Summerall law is amazing with their quality of services. I want to thank Attorney Celeste Villa for being such an amazing and effective lawyer, she accommodated her schedule to set up and completed my Estate Plan in just 2 days, before I leave for my trip to UK. I want to thank Kate Bartles for being prepared the final copies with great full binder with all the documents within 15 minutes. Very professional and friendly. Very satisfied with this group. Prompt, efficient, responsive, competent. Highly recommended!" - Jean H. read more

Summerall Law made the whole Living Trust process so easy and quick from start to finish. My husband and I used them as well as my Mom and Dad. Everyone that we worked with was so friendly and helpful. The price was also the best value that we found. We can't recommend them enough! read more

The team there walked me every step of the way for my estate planning, explaining terms, and on more than one call. Excellent staff who are very attentive. Will definitely be using them in the future. read more

My husband and I had a great experience creating an estate plan and trust with Summerall Law. The process was very efficient and clearly communicated from start to finish. We have recommended this to friends and would recommend to others! read more

We had a great estate planning experience with Summerall Law. Every person we interacted throughout the process with was very professional and friendly. We are happy with their services and glad we found them. read more

I've just revised my trust with Norell Manning and I'm very satisfied with the service overall, since the initial contact. They are very organized and the initial form had all the right questions upfront, which avoided a lot of back and forth that are common in more complicated estate plans. A nice touch was that they provide a user manual of what to do, which is especially useful when the unexpected happens and we need to trigger all this during a difficult time. read more

Super team! Wow! That's all I can really say. I had a really and I mean REALLY difficult probate which after years of planning I discovered inconsistencies which made it difficult to continue. With Sarah's help I was able to get to a satisfactory conclusion. I only wish I would have contacted her office sooner, it would have saved me a lot of money. Thank you Summerall Law. read more

Excellent Experience. We completed our estate planning for our family and Team Summerall were great. From start to finish. Highly recommended!! read more

We had a fantastic experience working with Summerall Law. They were professional, friendly and made setting up our family trust a straightforward and painless process. I can't recommend highly enough. read more

We needed an estate plan after having our first daughter and we were pleasantly surprised at how easy it was working with Summerall Law (we worked with Kelly). They clearly do this day in and day out as they knew answers to all of our questions and worked extremely quickly and efficiently. It's so nice having experts by your side and not have it cost an arm and a leg. Thank you Summerall Law!! read more

We contacted Summerall Law to help us with a trust. We were very impressed with their communication, competency, and efficiency in drawing up the trust and explaining all the details and formalities. The process was very quick taking around 4 weeks. We were very happy with their service and highly recommend them. read more

Outstanding customer service with fast response and made our legal process very easy with my met law benefits.

They made the whole process understandable and painless! This is a long overdue review. I was able to schedule the appointment, meet with a person virtually and complete my Will and living trust in a day at half the price of other legal advisors! When asked for prices, they have a website with set prices not a person humming and hahhhing and asking questions to determine the price. I have recommended Summerall Law to all of my business associates and friends. They have a great appointment process, online information and very dependable and informative staff. Some people make the Estate planning process complex, mysterious and daunting. Summerall Law was able to remove the mystery and help me get my Estate in order! I love the Estate Plan User's Manual that they provide after everything is notarized. It contains a summary of what was discussed and includes a very organized checklist of things to do and keep updated. I worked with them in August 2020 in the middle of COVID-19 and they came out to the car and safely passed the paper work I needed notarized to me, couldn't have been easier. read more

Absolutely awesome attorneys!! We got our estate planning done from Julia and it was a pleasure working with her. The sign-off process was a breeze and every step of the process was very explained. There was no rush to complete anything so that we felt comfortable with all the things before finalizing.. Highly recommended! read more

This is an all star firm with the home town touch. Just got a trust set up and was thrilled how easy it was even in these times ! At home notary is available and really was needed for my sweet wife that has become unable to get around much anymore. Love It ! read more

When I suddenly lost my wife of 35 years I needed to get a trust set up for myself and my three sons. Sarah was out on maternity leave so her brother Kelly helped us. He sat with my son and I and explained everything in detail. I have recommended them to my close friends and am very confident they will treat them the same outstanding way I was treated. read more

I worked with Julia Richter on creating 2 Trusts for my father and myself. Each process was smooth and efficient. Julia was knowledgeable, responsive to any of my concerns and explained everything along the way. The notary process was also efficient each time. I very much appreciate Che Ortiga's friendly and warmth introduction during the notary. She was also very organized! Thank you everyone from Summerall Law for a superlative experience! This office is highly recommended! read more

Summerall Law group is simply awesome. Sarah S. is an impressive legal advisor who has deep knowledge of the law that she used to craft a comprehensive Trust for us. She can explain complex concepts in ways that clients can readily understand. We also had help on our trust from Jihyun and she, like Sarah, has a quick mind and great recall and ability to explain the law. They both are thorough and dedicated in their approach. Our family trust was definitely on the complicated side, and they were not phased by that fact. We are so happy with their service, advice, high competence, and professionalism. If you are even remotely considering becoming a client of Summerall Law, our advice is to hire them and afterwards you too will be writing a review filled with superlatives as my wife and I are now doing. read more

Kelly helped us update our 20 year old Living Trust. We needed to update our trust and called Summerall on a personal referral from a friend. Kelly was assigned to our project. He was fantastic to work with. Very patient in walking us through all the legalese. After a deep dive into the old trust, Kelly recommended we do an amendment rather than a complete redo. This saved us gobs of money and made the process go much faster. Besides an initial face to face and final signature meeting in person, all other interactions were online or via phone. Within a month the whole thing was done. Most helpful is an action item list Kelly included in the folder. We now have a task list for everything we need to do, to implement the trust properly. We are really a happy with the final document. Working with Kelly was a not only efficient but pleasant as well. He flexed his schedule to accommodate our needs. Having Captain Schnuggles by our side was a comforting plus as well. Cannot recommend Summerall more highly. read more

After many years of procrastinating, I finally took care of my will/trust. Summerall made the whole process super easy. Norell was my planner and she was very helpful, very organized and very timely. Everything was done online, except the final signature/fingerprint part of course. But the meetings were through online video conference (this was during the covid restrictions) - everything else was email or scheduling through their online scheduling system etc. I love the ability to do as much as possible online. The final signing/fingerprinting was also basically drive by and do from car (again, covid restrictions but they were super accommodating) . I highly recommend them. read more

Highly recommend this family run firm. Sarah is wonderful to work with, thorough, patient & knows the ins & outs of setting up your family trust! read more

We finally got our living trust and will created with Summerall Law after putting them off for many years! They made the whole process very clear and streamlined. Everything was done online and remotely. The pre-work doc was very helpful for us to think through various aspects and made the meeting with Sarah focused and productive. The user manual was a great resource with all the details of what I need to know and follow up. Sarah and her team were accessible and timely for questions I had outside of the meetings. I will work with them again for any future needs and highly recommend them! read more

My Wife and I needed a will and trust put together for us. Something we had been putting off for many years. It's important to have your wishes understood and settled as it relates to these matters so you can have piece of mind as you continue your very LONG life:-) Sarah made everything so easy, even the homework she gave us was methodically simple she guided through every step. Along the process, Sarah discovered thing's important to us, that we had missed. The offices in Oakland have a professional and family feel to them. We were treated wonderfully during the entire process and resulted in all of our wishes and decisions articulated perfectly to make things simple when the time comes for these things. The peace of mind we now feel knowing that it's off our shoulders one less thing to worry about, makes our wonderful lives a little less worrisome :-) One more thing, I had a legal plan that I belong to at work and so I thought well you know I'm will have to settle what kind of a lawyer are you gonna get through some work plan? We'll let me tell you that Sarah and her team exceeded our expectations for simplicity completeness and professionalism. We felt catered to and taken care of through the entire process and I highly recommend using this law firm. Please excuse grammar, it's not my thing :-) use this law firm you won't be sorry! read more

In late spring my husband and I worked with Liz to create a living will & trust,. Something that was long overdue for us as a family to do! It was such an easy process and we really liked working with Liz who was so helpful, professional, and communicated in a very timely manner in all aspects of the process. I highly recommend Summerall Law! We were extremely pleased with the whole process from start to finish. Thank you to Liz! read more

I went to Sarah Summerall to create a trust and I would definitely recommend her to anyone. The whole office was nice and helpful and she was quick and thorough. The process did not take long at all and everything was thoroughly explained to me. read more

We needed to get a will and deed of trust. Sarah and her brother Kelly helped us. They explained the process and made everything super easy. I would recommend them and go back again if we needed anything, especially since they take care of returning customer with a discount read more

Summerall Law was recommended to us. We were contacted quickly. Albert Wu was our attorney. He was extremely friendly, patient and knowledgeable. The entire process to set up our trust was concise and painless and the cost was very competitive. We would highly recommend them! In fact, I already have recommended them to a close friend! read more

Since life can throw things at you that you can never prepare for, my husband and I decided to at least plan for what we could: advance directives, will and trust, power of attorney, etc. Summerall Law was extremely responsive, and working with Kelly Wessels was wonderful. He helped us plan through some of life's potential crappy scenarios. He was also quite flexible in meeting with us, so that whether we had our newborn in tow or rushing from work, it was just easy. Actually, to summarize it all, it was just easy. read more

Kelly Wessels at Summerall Law drafted our living trust for us and we've been very happy with the service he's provided. Their process is very straightforward and Kelly was happy to answer all of our questions clearly, exhaustively, and in plain English. Estate planning isn't fun, but Summerall Law made it nearly painless, and I'd happily recommend their services to anyone who needs it (which apparently is everyone who owns property in California!). read more

This can be a daunting task, but Sarah and Kelly make it as easy, and s thusly enjoyable, as possible. Our living g trust and will now incorporates those important to us and we feel secure knowing everything has been spelled out clearly, for our Executor to handle such delicate matters. I highly recommend Summerall and Associates for all of your estate planning needs. read more

My husband and I met with Sarah and Kelly at Summerall Law to prepare an estate plan. We were tight on time because we were about to have our baby. We also wanted lawyers who were patient enough to answer our questions and expert enough to direct the process. We found exactly what we needed with Sarah and Kelly! Their form allowed us to quickly make the important decisions. Kelly walked us through the draft estate plan, taking time to explain. Sarah gave us our final estate plan and provided both a written and verbal checklist of next steps. They even provide complimentary follow-up phone calls. Overall, we checked off this important to-do with no pain and at an outstanding price! I highly recommend. read more

My husband and I had a great experience working with Kelly at Summerall Law to create an estate plan. He walked us through the process really clearly, helped us understand our options, and was so helpful as we were making decisions. He made the estate planning process so simple and doable. We'd highly recommend working with Summerall Law! read more

Great communication, easy to work with, reasonably priced. They helped me write my will and provided a list of tasks for me to complete. They followed up with me and answered my questions. While I hope not to ever need to rewrite these documents, I would not hesitate to call on them again if needed. read more

I worked with Kelly and everything was better than I could have expected! He made the process of estate planning as easy and painless as possible. He was both professional and personable. Everything is explained in easy, non-legal terms. He was there to answer any question. I highly recommend Summerall Law in Piedmont. If you're looking for personal attention and attention to detail, then this is the place. I highly recommend it. This is the first Yelp review I've ever written, but felt it was important to leave the positive feedback as estate planning is such an important thing for people to do. read more

Had a great experience with Albert Wu. He made the whole process of making a Trust easy. Explaining things using real life examples and why things should be done a certain way made it a good learning experience as well. His turn around time was excellent. I would definitely recommend this company. read more

We had a great experience putting our estate plan together with Sarah. It was something we had had on our "to do" list for a long, long time but were always hesitant to get the ball rolling. She and her team set clear expectations, were super responsive in answering all of our questions, and just made the whole process easy. We exchanged emails, had a couple of video chat sessions including the final review, and then a COVID safe signing all within a two week period. Hard to believe we put this off for so long. read more