California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI case manager that automates client follow-up, tracks appointments, and flags treatment gaps for personal injury law firms
Stage
Established
Established
Founded
1996
2021
Based in
US
US
Pricing model
Paid
Contact for pricing
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
Automated client follow-up via text
Appointment tracking and reminders
Treatment gap and missed appointment detection
Custom escalation rules
Case management system integrations
English and Spanish language support
Client portal and case updates
HIPAA, TCPA, and SOC 2 Type II compliance
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
Scales case manager workload from 20 to 2,000 simultaneous clients
AI works alongside humans rather than replacing them
Integrates with existing case management systems without rip-and-replace
4-minute average response time with AI outreach
Protects settlement value by catching treatment gaps early
Clark Allison
Hona