Sommer Estate Law, PC

Protect tomorrow, plan today.

At Sommer Estate Law, we pride ourselves on a personalized approach to estate planning. We understand that each family circumstance is unique and that there is no one size fits all approach. Each and every plan is tailored to the personality, goals and particular family dynamics at hand, while effectively protecting what you have worked so hard to build. 

Sommer Estate Law, PC
Trusts and Estates, Calabasas

Estate Planning, Trust Administration & Probate

Estate Planning

Estate planning services offered by Sommer Estate Law, PC encompass a range of legal tools designed to ensure your assets are managed and distributed according to your wishes. 


A revocable living trust allows you to maintain control over your assets during your lifetime and specify how they should be handled after your death. A will is a fundamental document that outlines your wishes for the distribution of your property and the care of any minor children. The nomination of a guardian is crucial for parents, as it designates who will care for their children if they are unable to do so. Power of attorney grants a trusted individual the authority to make decisions on your behalf if you become incapacitated. Lastly, an advanced health care directive provides instructions for your medical care in situations where you are unable to communicate your preferences. 


Together, these tools form a comprehensive estate plan that protects your interests and provides peace of mind.

Trust Administration

We help family and loved ones navigate the challenging administration process when administering an existing trust or a court probate matter. 


When a family member passes away with a trust, their wishes, as stated in the trust, will need to be followed. If you have been named as Trustee, then you will need an attorney to help administer the terms of the trust. We can help you do just that. 


Probate

If a family member passes away without a trust in California, then their estate must go through the probate court. If you have been named executor in the will or want to be appointed by the court to administer the estate, then you may need an attorney to help represent you. In California, fees for a probate are set by state statute and are generally paid by the estate and will not be paid by you directly.

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Trusts and Estates Lawyer

About Sommer Estate Law, PC

Sommer Estate Law, PC offers comprehensive estate planning services tailored to meet the unique needs of each family. We work closely with families, giving great attention to detail to their particular circumstances. Our range of estate planning services includes the drafting of estate planning documents, assistance with trust administration, and probate services. 


Whether you need a revocable living trust, will, nomination of guardian, power of attorney, or advance health care directive, we are here to help ensure your assets are managed and distributed according to your wishes, providing peace of mind and protection for your loved ones.

Trusts and Estates Legal Team

Meet the team

Introducing

Katie Sommer

Attorney/Owner
Katie Sommer is an experienced estate planning attorney with many years of practice in the field. Formerly serving as a Los Angeles District Attorney, Katie brings a wealth of knowledge and expertise to her current role. Her law firm specializes in estate planning, trust administration, and probate, helping families and loved ones navigate the challenges faced in these processes with compassion and professionalism. Katie is happily married to her longtime partner, who serves as a dedicated Los Angeles City firefighter. Together, they are raising their two teenage kids in the beautiful Agoura Hills-Calabasas area. In her free time, Katie enjoys hot yoga, and she loves binge-watching the latest Netflix series, always eager to discover new shows and stories. She also cherishes moments spent with friends, enjoying good food and wine.