| What it does | California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
| AI-driven patent intelligence for prior-art research, novelty analysis, claim strategy, and patent drafting
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| Stage | Established
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| Founded | 1996
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| Based in | US
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| Pricing model | Paid
| Freemium
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| 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: 100 pages/month, 1 custom workflow, 50+ pre-built templates, 1 user. Basic: $299/month for 1,000 pages/month, 5 custom model training runs, 5 custom workflows, 1 user. Growth: $599/month for 5,000 pages/month, 5 custom model training runs, 5 custom workflows, 10 users. Yearly pricing: Basic $2
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| 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-driven prior-art search across global patent databases and scientific literature
- Patentability and novelty analysis with feature-by-feature evidence mapping
- Claim strategy development exploring distinguishing features and claim scope
- Invention disclosure intake and technical context framing
- Iterative search across terminology variants and technical concepts
- Source verification and confidence flagging of findings
- SOC 2 Type II certified with encryption and granular access controls
- Custom agent creation for specialized technical fields and drafting styles
- On-premise and private cloud deployment options
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| 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
| - Professional judgment retained: investigation and evidence mapping precede drafting, not replacing practitioner expertise
- Evidence-grounded research: iterates across multiple source types rather than relying on single query formulation
- Built for confidential IP work with no model training on invention data
- Specialist AI agents coordinated by a supervisor across search, disclosure analysis, evidence mapping, claim strategy and drafting
- Searches patent and non-patent sources together including scientific literature, standards and public technical sources
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 20 ● no change since last check | 17 ● no change since last check |
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| Trust Flow (Majestic) | 16 | 11 |
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| Citation Flow (Majestic) | 35 | 18 |
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| Referring domains (Majestic) | 226 | 161 |
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Clark Allison