California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI-powered medical record reviews and analysis for insurance and legal professionals
Stage
Established
Not given
Founded
1996
Not given
Based in
US
Not given
Pricing model
Paid
Contact for pricing
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-Enhanced Medical Summaries with 360-degree view of medical history
AI-Powered Chat for complex medical record inquiries
Triage AI-Driven Audit Reports with automated flagging
Workflows AI-Assisted Decisions with automated decision trees
Connect Data API for system integration
Case Notes decision-supporting medical insights
Reduces page count by 90% with deduplication
97% accuracy in medical record analysis
72% time savings in medical review process
Processes thousands of pages in under 1 hour
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
Converts unstructured medical data into structured, machine-readable format
Click-to-evidence transparency ensures no black box analysis
Proprietary AI trained specifically for insurance and legal use cases
Modular platform allows bundling products for enhanced functionality
Clark Allison
DigitalOwl