San Francisco Bay Area family estate planning practice specializing, wills, trusts, trust administration, probate administration.

A Family Practice

Davidson Estate Law is a family estate planning practice specializing in trusts, wills, trust administration, and probate administration.

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 and allows us to give our clients unparalleled personalized representation that is often missing in larger firms.

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

Steven:

I began practicing law in California in 1975. Upon graduating from the University of LaVerne, I began working for my father Gilbert in his Southern California law firm. I eventually took over the practice from my father, and Gil and my brother, Tim, remained as associate attorneys. So collectively, the Davidson’s have over 115 years of legal practice experience.

Upon moving to the San Francisco Bay Area several years ago, I concentrated my practice on estate planning, and joined the National Network of Estate Planning Attorneys. During that time, I co-authored the book GENERATIONS, which was a collaboration with other members of the National Network. Also, during that time, I developed a very successful twelve-unit continuing education course for insurance professionals and taught that class to several-hundred insurance and financial professionals in Northern California. A natural offshoot of that class was the same estate-planning seminar that I offer throughout the Bay Area today.

The continuing education course and estate planning seminars provided quite a large volume of clients. The law firm known as Davidson & Sheehan expanded to five attorneys, became Davidson, Sheehan & Jewel, and successfully created living trust based estate plans for thousands of Bay Area individuals and families. Due to lifestyle and personal decisions, the partners decided to dissolve the relationship and now continue equally successful estate planning practices in different Bay Area locales.

Eric:

Eric studied political science at U.C. Berkeley, graduating in 2005. After five years as a commercial real estate broker, Eric became his father’s paralegal in 2009. After working in his father’s firm for 5 years and drafting hundreds of estate plans, Eric decided to go to law school to eventually join his father as a lawyer in the firm. Eric attended Golden Gate University in San Francisco where he focused on estate planning and probate law, with the aim to add many additional years of legal service (and the third generation) to the Davidson law practice.

In 2017, Eric finished law school and passed the California bar. Deciding to expand his legal knowledge with an advanced certification, Eric is currently completing the LL.M in Estate Planning and Taxation program at Golden Gate University.