ESTATE PLANNING, TRUSTS & PROBATE

A family serving families with expertise, compassion, and integrity since 1975.

ESTATE PLANNING, TRUSTS & PROBATE

A family serving families with expertise, compassion, and integrity since 1975.

Why Davidson Estate Law?

Experience

Since 1975, the Davidson’s have been helping California families protect their loved ones through all stages of their lives. Estate planning attorneys Steven and Eric Davidson are also members of the WealthCounsel national network of estate planning attorneys, ensuring that their clients get the most up to date legal expertise possible.

Personalized Representation

Steven and his son Eric are the firm’s attorneys, while Joelle (Steve’s wife of over 45 years), is the voice of the firm and handles client services. This arrangement works extremely well, creating a cohesive office environment allowing us to give our clients unparalleled personalized representation and communication that is often missing in larger firms.

Convenient and Flexible meeting locations

Our main office is in Oakland City Center, with branch offices in Berkeley, San Francisco, Walnut Creek, San Jose, and San Mateo.

Additionally, home or health care facility meetings can be arranged if necessary.

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Free no-obligation consultation

Estate planning, trusts, and probate are intricate areas of the law that can have unintended, costly, time consuming, and sometimes disastrous consequences if done incorrectly.

Need help figuring out your next step? We’re here to help.

Contact us for a FREE NO-OBLIGATION CONSULTATION.

From Our Clients

“Recently completed our trust and were so happy and impressed with Davidson Estate Law. We have recommended them now to other friends.

My wife and I just had our first kid and so this was top of mind. We did some searching around for estate planning attorneys and Davidson Estate Law ranked highest on our list given their ability to explain all the nuances and extremely thoughtful about how the trust is set-up, while also being reasonable on price and not the type to nickel and dime given we've had a few questions outside the trust process.

Eric, Steven and Joelle have been attentive, flexible and professional and appreciate that their specific specialty is estate planning law."

Niles L.

CEO

“I have had the pleasure of working with Steve both on a personal and professional basis. He helped me and my family develop a comprehensive estate plan that included special provisions for my disabled daughter and I have referred several of my policyholders to him. I have always found his estate planning services to be highly professional and consider him an excellent legal resource."

Gary Eason

Agent, State Farm Insurance

“Thanks Steven! Am I ever glad Jiro and I have our estate plans in place, thanks to you and your seminars here at Patelco Credit Union!

I am going through the most exhausting, emotional period in a long time.   A younger brother died intestate (without a trust) with just a small estate but what a barrage of paperwork, VA/Court/Bank visits, etc. just to collect his small bank balance, VA benefits and a gravesite marker! I can't believe the energy it is taking.  And the emotions it brings up just thinking about him!

Thank God my partner and family will not have to go through this for me because now everything is in place!

Thanks, again!"

Bernie Deck

“We have worked with Steven for many years on family estate planning and trust issues. This last year he created new trusts for us due to our Mother passing. Our tax accountant poured through our trusts, and my Mom's estate trust documents. He was very impressed at how clear and well put together they were. He was highly complimentary of Steven's work!"

Cary H.

“My tax accountant highly recommended me to hire Steven for taking care of my estate plan and living trust and I will do it again in a heart beat! He is very professional and knowledgeable. He was very informative, walked me through the whole process, and helped me take all the right decisions. He made the process so easy and fast. I am definitely recommending Steven to anyone in needs of a living trust or an estate planning attorney. Thank you so much for everything Steven and Joelle!"

Sabine Provo

Interior Designer

“Mr. Steve Davidson has been my legal advisor for some ten years. I have come to know him well. He has my strongest recommendation for person and professional attributes. Last year I requested that he develop a Living Trust for my wife and myself to replace our inadequate will. As a result of his astute questioning as to our wishes, Mr. Davidson produced a comprehensive and impressive set of documents to our complete satisfaction."

Karl Kasten

Professor Emeritus, University of California, Berkeley

"It was one of the best experiences we've ever had starting with scheduling our first appointment and throughout the entire process. One of my co-workers recommended Steven to us to do our estate planning. After our first meeting we realized that we came to the right place. Steven's knowledge, attention to details and the way he educated us on all options, caveats, etc., made the entire process go very smooth and easy for us. We understood that the job would be done right from both a professional and an ethical perspective. Thank you Steven."

"Steven came highly recommended and I was not disappointed. He was patient and informative and encouraged my then wife and I to talk about the estate planning issues in a blended family.

What was also outstanding was followup advice. He was generous with his time even three years down the road when there were changes needed in the estate plann and trust.

Top notch in his field!"

Sam C.

"A Living Trust was something I felt was important at this time of my life. Mr. Davidson was a professional estate planning attorney whom I trusted like a friend. At the conclusion of our second meeting, after signing the last document of a trust that was exactly what I wanted, I felt great! Responsible, secure and relieved."

Cathe Physioc

Small Business Owner - Mother of Three

“Stephen was absolutely fabulous. He spent one and a half hours walking me through and explaining everything that has to do with a living trust. The second meeting he spent two hours going through my living trust and I came away with a one and a half inch binder that had all my information in it. He is very professional and extremely knowledgeable as living trusts is all he does. He responses to emails and phone calls in a timely manner and does not nickel and dime you. Highly recommendable and he was even prepared to meet me at my house on a Saturday morning."

Iris P.

Practice Areas

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Estate Planning & Trusts

Why do you need an Estate Plan or a Trust? Peace of mind. It’s about everyone you love and everything you own.

A properly funded estate plan, including a Living Trust, protects you and your family during life and insures that your estate will pass on to whom you want, the way you want, when you want, and with as little cost and time delay as possible.

Trust Administration

Although a properly funded trust will avoid probate, the trust must still be administered. The administration of a trust is in many ways the most important step. Trust administration occurs after the death of either one or both settlors (creators of the trust), and before any trust assets can be distributed to beneficiaries. Furthermore, to protect the successor trustees, there are many things that must be done to ensure proper administration.

Probate

When a person dies without a (properly funded) trust, his or her entire estate (all assets and liabilities they own at death), or select assets, must go through a court mandated process called probate, before any assets can be distributed to their heirs. Probate administration is overseen by a court to ensure that the final settling of the decedent's (deceased person) assets and liabilities is done completely and properly. This is true even if the decedent had a will!

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Contact us for a free no-obligation consultation

CONTACT INFORMATION

1300 Clay Street, Suite 600

Oakland, CA 94612

(510) 527-6774

OFFICE LOCATIONS

Oakland City Center Office

1300 Clay Street, Suite 600

Oakland, CA 94612

San Francisco Office

201 Spear Street, Suite 1100

San Francisco, CA 94105

Berkeley Office

2081 Center Street

Berkeley, CA 94704

Walnut Creek Office

1990 North California Blvd, 8th Floor

Walnut Creek, CA 94596

San Mateo Office

1900 South Norfolk, Suite 350

San Mateo, CA 94403

San Jose Office

111 North Market Street, Suite 300

San Jose, CA 95113

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