California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
Swiss-hosted AI legal workspace for lawyers
Stage
Established
Not given
Founded
1996
Not given
Based in
US
CH
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.
CHF 300 per month for one user; CHF 220 per user for 2 to 5 users; CHF 190 per user for 6 to 10 users; Enterprise pricing for 11 users or more. All plans include voice dictation, AI drafting, case management, legal research, team collaboration, integrations, and Swiss-hosted secure storage. Annual b
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
Voice dictation with real-time transcription in multiple languages
AI-powered legal document drafting
Automated case analysis with parties, timeline and key facts extraction
Legal research with source citations from Swiss and international databases
Real-time team collaboration with version history and comments
Template library for customizable legal document templates
Integration with Word, Outlook, Microsoft 365 and Google services
Support for multiple legal practice areas and jurisdictions
Swiss hosting with AES-256 encryption and GDPR compliance
AI Skills library with one-click actions
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
Swiss-hosted infrastructure with data never leaving Switzerland
Human-in-the-loop AI that requires explicit approval before taking action
Legal data is never used to train AI models
Dictation transformed to polished legal documents in under 10 minutes
55% of users save at least 1 hour daily on documentation