California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
Free command-line tool to export your entire Clio account with documents to your own computer
Stage
Established
Established
Founded
1996
2015
Based in
US
RS
Pricing model
Paid
Open source
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.
Free. Requires Node.js 20 or later and a Clio developer app (free from Clio). Optional: Clio Backup setup at $500 one time for nightly automated backups to OneDrive, SharePoint or S3.
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
Export all Clio data types: matters, contacts, notes, tasks, calendar entries, time entries, expenses and bills
Documents exported to folders per matter with folder structure preserved
Records exported as both JSON and CSV formats
Read-only operation with no ability to modify Clio account
Resumable exports that continue without duplicates after interruptions
Dry-run mode to estimate export time before running full export
Completion report matching record counts with Clio to verify nothing is missing
Runs on macOS, Windows and Linux with Node.js 20 or later
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
Includes documents, bills and trust transactions that Clio's built-in export omits
Completely free and open source under MIT license
Data stays on your encrypted disk, you control all credentials and storage
Logs do not contain client data for privacy and security
Clark Allison
Clio Export