California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI platform for in-house legal teams to draft, review, and analyze legal documents
Stage
Established
Not given
Founded
1996
2023
Based in
US
Not given
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.
Individual: $500/month; Team: pricing on request; Enterprise: custom pricing. Free 14-day trial available. Annual plans provide best value.
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
Contract Intelligence for extracting key terms and risks
Easy Prompt to convert simple requests into advanced legal prompts
Exact Quote for verifiable citations with clickable sources
Playbooks to apply consistent legal standards across contract reviews
Automations for scheduling recurring legal tasks
Microsoft Word Add-in for drafting and redlining documents
Agent Connectors integrating 20+ business applications
Legal Research with 14M+ US court opinions and international case law
Skill Library for side-by-side document review with citations
Files management for team document library and shared access
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
Purpose-built for in-house legal teams, not adapted from law firm or general-purpose tools
Built by three-time General Counsel with deep expertise in corporate legal practice
Outputs designed to be concise and business-focused for non-legal stakeholders
Enterprise-grade security with private data isolation and no training on confidential information
Clark Allison
GC AI