California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI-powered platform for creating, reviewing and managing legal documents with expert advice and templates
Stage
Established
Not given
Founded
1996
Not given
Based in
US
GB
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.
Free plan with 25 AI credits over 7 days and basic access to templates and services. Power Up at £19/month with 100 AI credits monthly. Pro at £49/month with 400 AI credits monthly. Annual plans available: Power Up at £588/year and All Access at £1,932/year with additional features including team co
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
1000+ lawyer-approved legal templates across 150+ jurisdictions
AI-powered document drafting with clause customization
Clause-by-clause risk analysis and traffic light flagging system
Legal Pathways with step-by-step workflows for common issues
AI assistant with jurisdiction-specific legal answers
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
Complete legal platform combining AI document generation, review and e-signature in one place
Documents reviewed 90% faster with AI risk analysis in 60 seconds
Access to fixed-fee legal experts without hourly billing
10% of profits reinvested in charitable causes including clean water projects