California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI-powered platform for document redaction and disclosure
Stage
Established
Not given
Founded
1996
Not given
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.
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
Automatic deduplication and file management
AI-powered sensitive data detection recognizing over 50 categories of personal data
Native file support for any format without conversions
Audit-ready logs preserving decision rationale
Single redaction applied across all relevant files
Automated triage tools including email threading
Fine-grained access control and permissions
Customizable workflow tools for case management
SOC2 Type II certified and GDPR compliant
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
92% reduction in time compared to manual document review
Processes massive document sets in a fraction of the time with minimal manual errors
Onboards teams in a day with no special certifications required
24/7 human support included
Works standalone without requiring system integrations
Clark Allison
Phaselaw