California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
Patent case management software for Indian agents and firms
Stage
Established
Not given
Founded
1996
Not given
Based in
US
IN
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.
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
Track statutory deadlines, renewal cycles, milestones, and hearing dates in one view
Prefilled IPO form exports on every plan including Starter
Manage patent, design, and trademark cases in one workspace
Bulk import cases from spreadsheets
InPASS status checks to monitor application changes
Document vault with version history and client sharing
Tasks and follow-ups tied to deadlines
Quotations, invoices, and billing templates on Professional and Firm plans
AI patent drafting in beta to turn disclosures into structured briefs
Lead tracking from enquiry to case conversion
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
No lengthy implementation — import spreadsheets and start working in minutes
Zero AI training on user data with enterprise AI contracts
AES-256 encryption at rest and TLS 1.3 in transit on Google Cloud Mumbai region
No setup fees with transparent monthly pricing
Manage all IP types in one plan without separate subscriptions
Clark Allison
IPR Manager