Summerall Law, P.C.

I was referred to Summerall by my life insurance broker. He had an estate plan completed by them. He was very satisfied.. The process is easier than you would expect,. In my case, I wanted to protect my liquidity of my primary home as well as my 401(k) and 457 plans from California probate. Other smaller items were easy to add, But far less important than those two very large items. I had a 15 to 20 minute zoom meeting with an attorney. Prior to, I completed a form called choice summary that outlines what I wanted entered into the trust among other things like identifying a trustee. After that, a draft was sent to me via dropbox and I really felt that all of my personal information was well protected/secure.. I was easily able to edit and confirm decisions within the draft, and it was

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.

In matters such as trust and estate planning—where legal expertise intersects with family, emotion, and long-term responsibility—I initially expected legal services to be professional, accurate, and error-free. What Summerall Law, PCand its entire team provided went far beyond that. I would like to extend my special thanks to Albert Wu. His thoughtfulness, patience, and genuine kindness made every interaction smooth and reassuring. More importantly, he is fluent in Chinese and was able to explain and confirm complex legal concepts in the language I am most comfortable with. The feeling of being truly heard, understood, and respected is invaluable to a client. It is clear that he not only understands the law, but also understands people. I was equally impressed by Patrick’s professionalism

Summerall Law made setting up our family trust unbelievably smooth from start to finish. We worked with them through my employer’s ARAG benefit, and I couldn’t be more grateful for how professional, efficient, and genuinely pleasant the entire process was. Every stage was clearly outlined, easy to complete, and handled with care. Their team is incredibly knowledgeable and approachable — truly wonderful people who take the stress out of estate planning. I would absolutely recommend Summerall Law to anyone looking for a seamless, supportive experience.

We worked with Summerall Law to create our trust and will, and the entire process was extremely smooth from the initial introductory call through revisions and final signing. The attorneys were thorough, patient, and took the time to explain details and answer all our questions. As someone new to estate planning, I found the team both knowledgeable and reassuring. I would highly recommend them to anyone looking for clear guidance and a well-run process.