About Us

Davidson Estate Law is a Bay Area family owned and operated estate planning practice specializing in trusts, wills, trust administration, and probate. “A family serving families with expertise, compassion, and integrity since 1975.”

Steven and his son Eric are the firm’s estate planning 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.

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

Steven E. Davidson

Steven E. Davidson

Attorney

Steve began practicing law in California in 1975. Upon graduating from the University of LaVerne, he began working for his father Gilbert in his Southern California law firm. Steve eventually took over the practice from his father, and Gil and his 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, Steve concentrated his practice on estate planning, and joined the National Network of Estate Planning Attorneys. During that time, he co-authored the book GENERATIONS, which was a collaboration with other members of the National Network. Also, during that time, Steve 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 Davidson Estate Law offers 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 E. Davidson

Eric E. Davidson

Attorney

A fifth generation Californian, Eric E. Davidson grew up in Berkeley where he attended Berkeley High School and U.C. Berkeley. During high school, Eric excelled as a member of the Berkeley High rowing team, which lead to his selection to represent the US at the World Rowing Championships in Zagreb, Croatia. Eric was also a member of Berkeley’s Boy Scout Troop 6, where he achieved the highest rank of Eagle Scout. At Cal, Eric earned his B.A. in Political Science and was a member of the rowing team.

After college, Eric became a licensed real estate agent and worked as a commercial/industrial agent in the East Bay Area for five years. This time as an agent developed Eric into a skilled client-focused counselor, where he excelled at understanding specific client needs and guiding clients through complex negotiations and transactions.

During this time, Eric also became an International Kiteboarding Association Certified Kiteboarding instructor, and taught kiteboarding on the SF Bay. This experience contributed greatly to Eric’s skills as a teacher and counselor.

Eric began working with his father Steven as his paralegal in 2009. As a paralegal, Eric learned the intricacies of estate planning through drafting hundreds of wills, trusts, powers of attorney, and other legal documents. As a naturally analytical problem solver with an acute attention to detail, Eric found that law, and specifically estate planning, were a perfect fit for his skill set.

While working as a paralegal, Eric earned his JD at Golden Gate University (GGU) in San Francisco. GGU is the only law school in the Bay area with a department focused on estate planning law, thus Eric’s time in law school was extremely focused and pertinent to his future practice. After law school, Eric joined his father as a lawyer at Davidson Estate Law, adding many additional years of legal service (and the third generation) to the Davidson law practice.

As an estate planning attorney, Eric strives to understand each of his client’s unique needs, goals, and concerns. Furthermore, in order to expand his legal knowledge and to be able better serve his clients, Eric is currently completing the LL.M in Estate Planning and Taxation program at GGU.

When not in the office, Eric can be found enjoying the California outdoors. Eric is an avid kiteboarder, mountain biker, skier, snowboarder, fly fisherman, camper, and traveler. Furthermore, Eric has a passion for restoring and traveling in 4-wheel drive Volkswagen vans. For their honeymoon, Eric, his wife Natalie, and their boxer dog Oso, explored North America for one year in their 1986 Volkswagen Vanagon Syncro camper van. They even have an Instagram account! @lifeofadvanture.

Joelle Davidson

Joelle Davidson

Client Services

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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