California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI-powered contract management software for creating, editing, negotiating and signing contracts faster
Stage
Established
Not given
Founded
1996
2022
Based in
US
AT
Pricing model
Paid
Freemium
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 assistant for contract analysis, drafting, and review
Centralized document hub with search and filtering
Digital signatures (SES, AES, QES) with signing order and tracking
Automated approval workflows and task management
Custom dashboards and contract analytics
Document templates with dynamic fields and conditions
API and third-party integrations with CRM tools
Bulk contract import from PDFs and Word documents
Multi-entity and multi-company management
AI credit system for AI actions like analysis and search
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
Test Winner certified and rated 4.9 on G2 and 4.8 on OMR
No setup headaches - works from day one with no IT or training required
Clark Allison
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