California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI legal intake software that helps law firms respond faster, qualify prospects, and book consultations 24/7
Stage
Established
Startup
Founded
1996
2026
Based in
US
US
Pricing model
Paid
Paid
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.
Pay-as-you-go pricing based on qualified consultation opportunities (COIs) captured. CORE bundle: $40/COI with 25 credits. GROW bundle: $35/COI with 50 credits. SCALE bundle: $30/COI with 100 credits. Refundable implementation fee. Credits auto-refill and bundle can be changed anytime. Free 30-day p
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 voice agents that answer calls 24/7 and place outbound callbacks to missed and after-hours inquiries
Humanlike SMS and web chat for real-time prospect qualification
Email and SMS nurture for persistent, personalized follow-up
Missed-call recovery with automated follow-up workflows
Qualification criteria application consistent with firm requirements
Integration with CRM and case management platforms including GoHighLevel
Pipeline Audit diagnostic to identify intake gaps and measure performance
Dashboard showing audit score, COIs captured, and estimated recovered case value
Pipeline IQ executive summary with cost per COI and channel performance metrics
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
Built specifically for law firms by practicing attorneys in litigation, corporate law, and AI patent practice, not a generic AI chatbot repurposed for legal
Compliance-first design that eliminates unnecessary risk from generic AI vendors in legal intake
Pipeline Audit diagnostic with 30-day refundable pilot to prove value before commitment
Revenue optimization layer that captures leaked leads from existing marketing spend without hiring additional intake staff
Clark Allison
PipelineLift