California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
AI notes from calls and meetings for lawyers
Stage
Established
Not given
Founded
1996
Not given
Based in
US
NZ
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.
Phone plan: $80 per user per month. Meet plan: $80 per user per month. Both billed monthly. Phone numbers cost $5/month. International calling and SMS available at additional rates (contact sales for pricing).
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 call and meeting transcripts and summaries
Automatic file notes and email drafting
Call recording and transcription
Automatic time tracking for calls and meetings
Call routing and management
Internal team chat with file sharing
Contact syncing with CRM
SMS messaging
Conference calling
Analytics and call insights dashboard
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
Recovers 30 extra billable minutes per lawyer daily
Integrates with 15+ legal practice management platforms
Automatically addresses 20% of unrecorded billable time from calls
Zero auto-deletion policy for call recordings and transcripts