California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI agent for contract drafting, review, and e-signature from your inbox
Stage
Established
Not given
Founded
1996
Not given
Based in
US
US
Pricing model
Paid
Paid
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.
5 free contracts to start. Then: 1 contract for $1, 12 contracts for $10, 20 contracts for $18, 30 contracts for $27, 50 contracts for $45. More than 50 contracts requires custom pricing.
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
Draft contracts from email conversations using company templates
Review and flag contract risks in plain English with suggestions
Send contracts for e-signature with automatic signer reminders
Track contract versions and compare changes between drafts
Query contract terms and dates across entire repository
Monitor renewal dates and auto-renewal warnings
Create custom approval workflows and routing
Collaborate with team via inline comments on clauses
Multi-round redlining with tracked Word documents
Direct manual editing alongside AI redlines
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
Email-native interface requires no new tool, no login for counterparties
Per-contract pricing with unlimited users and no seat fees
Entire contract lifecycle covered in single dollar price
Contracts never used to train AI models or shared with other customers
Remembers all contract terms and renewal dates for instant answers
Clark Allison
Dottr