California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI-powered contract review platform for in-house legal teams
Stage
Established
Not given
Founded
1996
Not given
Based in
US
JP
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.
Per-seat pricing with three main plans: Core Review, Contracting Suite, and Productivity Suite. No implementation fees or per-contract charges. Custom quotes based on team size and capabilities needed.
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
85% faster contract review
135+ pre-built attorney-developed playbooks
AI-powered redlining in Microsoft Word
Intake and triage automation
Matter management and dashboard
Contract repository and search (Vault)
AI Assistant for legal questions
Custom playbook creation
Multi-language legal translation
100+ prompt workflows
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
Attorney-built playbooks with Day 1 productivity
Data never trains third-party models
Specialized AI agents that verify outputs
Industry-specific and jurisdiction-specific playbooks
Clark Allison
LegalOn