California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
Your Legacy, Your Control
Stage
Established
Not given
Founded
1996
2023
Based in
US
AE
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.
Premium: $12/month or $120/year (up to 100 assets, 1GB storage, 1 active will with 3 drafts, support access, member permissions). Family Plan: $25/month or $240/year (up to 300 assets, 10GB storage, 1 active will with 10 drafts, advanced member controls, guided family setup).
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
Smart Will Builder with jurisdiction-aware guidance for drafting wills
Encrypted digital vault for secure document storage with role-based access controls
Digital asset inventory management covering financial, digital, and physical assets
Family structure and roles management with customizable permissions
Distribution coordination workflow for verified access after passing
Progress dashboard to track legacy planning completion
Support for 24 countries and 18 religious inheritance traditions
Two-factor authentication and AES/TLS encryption for security
AI-powered planning guidance and smart allocation tools
GDPR privacy practices and SOC-2 compliance
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
Supports digital assets alongside traditional estate planning, addressing an often-overlooked aspect of inheritance
Jurisdiction-aware will drafting supporting multiple legal systems and religious inheritance traditions globally
Encrypted before upload with role-based access controls ensuring user maintains complete control over shared information
Designed for families with cross-border lives and expats with assets across multiple countries
Secure distribution coordination workflow preventing unauthorized access while ensuring wishes are followed after passing
Clark Allison
Meerath