California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI-powered due diligence platform for law firms, in-house legal teams and funds
Stage
Established
Not given
Founded
1996
Not given
Based in
US
GB
Pricing model
Paid
Not given
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.
Not given
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
AI Red Flags issue-spotting across 18 legal specialist areas
Change Tracker monitoring new, modified, duplicate and deleted documents
Project management workflows for allocating documents and managing scope
Q&A system for managing RFIs and information requests
Disclosure Schedules auto-drafted from day one
Works with any data room platform
No prompt engineering required, works out of the box
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
Built by M&A lawyers specifically for due diligence, not adapted from general-purpose AI tools
Red flags report available on day one verified back to source
AI Contract Review makes contract review 83% faster on average
Experts remain in control throughout entire process, not just in the loop
Clark Allison