| What it does | California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
| AI-powered platform for legal teams to capture, draft, review and organise legal work with approval on every AI change
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| Stage | Established
| Startup
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| Founded | 1996
| 2026
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| Based in | US
| GB
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| Pricing model | Paid
| Freemium
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| Pricing | Living Trust Estate Plan: $2,500 for single individuals, $3,000 for married couples (plus costs). Estate plan updates and trust administration available at flat-fee quotes based on complexity.
| Starter: £55.20/seat/month (billed yearly, 20% discount from £69/month), includes 1,000 AI credits/user/month, up to 10 paid seats. Pro: £79.20/seat/month (billed yearly, 20% discount from £99/month), includes 2,500 AI credits/user/month, up to 25 paid seats. Enterprise: custom pricing with unlimite
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| Key features | - Direct work with experienced attorney throughout entire process
- Flat-fee pricing with no billable hours or surprise invoices
- Complete estate plans finished in approximately three weeks
- Virtual appointments via Zoom available statewide
- Trust administration services for deceased beneficiaries
- Living trusts designed to minimize estate taxes and protect children's inheritance
- Follow-up questions free after becoming a client
- Responsive communication with same-day or same-hour replies
| - Voice dictation with live transcription and custom vocabulary
- Multi-speaker meeting recording with diarisation and microphone capture
- AI document drafting from firm templates on letterhead
- Clara AI assistant for rewriting, tightening and redlining with approval cards
- Playbook-driven tracked changes for document review
- Structured document review with Tables and citations
- UK-hosted recordings and documents with encryption
- Granular permissions and role-based access control
- SAML SSO and enforced MFA on Enterprise plans
- Audit trail for governance and access review
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| What makes it different | - Experienced attorneys handle all work directly, not paralegals or junior staff
- Estate planning as exclusive focus for 30 years with thousands of completed plans
- Significantly faster completion than typical California firms
- Same attorney relationship from first call through signing and beyond
| - Approval gates on every AI change so fee-earners keep control
- One connected workspace for capture, draft and review
- UK-hosted by default for sensitive client confidentiality
- Built specifically for England & Wales legal practice areas and templates
- Source stays available and traceable throughout the workflow
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 20 ● no change since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 16 | 1 |
| Citation Flow (Majestic) | 35 | 23 |
| Referring domains (Majestic) | 226 | 8 |