California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI agent for contracts that drafts, reviews, redlines, and signs legal agreements
Stage
Established
Startup
Founded
1996
2024
Based in
US
US
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.
Free plan with $5 monthly AI credits. Pro plan at $25/seat/month (save $60/year on annual billing) includes $30 monthly AI credits per paid seat, free members with $5/mo credits each, shared top-up pool, audit log, version history, advanced team settings and priority support. Enterprise plan availab
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-powered contract review with risk flagging
Real-time chat editing of contracts
Built-in electronic signature
Track changes and version history
Learning engine that applies standard terms to every draft
Market benchmarking for contract terms
Team collaboration with audit logs
Integration with external tools
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 with a standards committee of practicing lawyers across multiple specialist areas of law
Trained on 5,500+ clauses and specialist legal areas
Free to start with no credit card required
Learns from past deals to apply user's standard terms to every contract