California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI-native platform for contract lifecycle, compliance, vendor and document management
Stage
Established
Not given
Founded
1996
2023
Based in
US
IN
Pricing model
Paid
Free trial
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.
30-day free trial on all products. Enterprise plans custom-priced per module with unlimited users and contracts by agreement. Enterprise Plus available for regulated and high-volume environments with private deployment options.
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
Word-native contract editing with tracked changes and formatting preserved
AI Copilot inside Microsoft Word for contract review and redlining
Aadhaar OTP eSign, DSC token signing and virtual signatures
Digital e-stamping with stamp inventory management
Bulk import and AI extraction of legacy contracts
Compliance calendar and obligation tracking
Vendor onboarding, due diligence and risk scoring
Full-text search and document classification across repository
Litigation and matter management with hearing calendars
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
Microsoft Word-native editing without PDF conversion or format loss
Unlimited users across all modules
Single AI layer and repository across five integrated modules
Clark Allison
IntelloSync