California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
Contract drafting, review, and negotiation AI for legal teams
Stage
Established
Established
Founded
1996
2020
Based in
US
Not given
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
Automatic redline generation and review
Organizational guidelines and playbook enforcement
SOC 2 Type II and ISO 27001 certified security
Flexible cloud and on-premise deployment options
Direct integration within Microsoft Word
AES-256 encryption at rest and TLS 1.2/1.3 in transit
Extract key risks and insights from contracts
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 lawyers and engineers from Palantir and top law firms
Used by Vault 10, AmLaw 100, and Fortune 500 companies worldwide
Clark Allison
Draftwise