California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI-powered contract lifecycle management software for in-house legal teams
Stage
Established
Established
Founded
1996
2015
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.
Pricing is personalized based on number of users, contract volume, selected modules, implementation and onboarding support, and custom integrations or advanced features.
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-powered contract review and redlining
Contract intelligence to identify key terms and obligations
AI legal assistant for contract drafting and analysis
Automation and workflow management
Contract playbooks and templates
Analytics and reporting dashboards
eSignature and contract execution
Searchable contract repository
Microsoft Word integration
Integrations with Salesforce and Microsoft 365
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
Purpose-built legal AI trained on millions of real contracts