EL DORADO HILLS | STATEWIDE CALIFORNIA

Smart California estate planning, without the runaround.

Experienced California attorneys you'll actually like working with. Flat fee, no billable hours, in-person and virtual. Most estate plans finished in about two weeks.

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WHO WE ARE

A California estate planning firm.

For thirty years, we've helped California families set up living trusts and estate plans. It's all we do. We don't litigate, we don't do divorces, we don't do real estate closings, and we don't do corporate transactions. We draft trusts, we administer them when the time comes, and we coordinate with the CPAs and financial advisors who help our clients in the other parts of their lives.

what makes us different

Attorneys you'll actually like.

The work is handled by experienced attorneys, not paralegals, case managers, or junior staff layered between you and your attorney. The attorney you meet is the one who designs, builds, and reviews your estate plan with you, and the one you'll call five years from now when something changes.

Smart, kind attorneys who answer your questions promptly. The same attorney through the whole process, not a cameo at the first meeting and a handoff to staff after. Flat fees, no billable hours, and questions are always free. A finished plan in about two weeks. Most firms do one or two of these. We do them all.

Experienced California estate planning attorneys.

Estate planning and trust administration are the only things this firm has done since 1996. Thousands of California plans. Hundreds of trust administrations. Every attorney on the team works exclusively in estate planning, so nobody is squeezing your trust in between a litigation deadline and a real estate closing.

Work directly with your attorney.

From the first call through signing day, the same attorney handles your plan. No paralegals drafting your trust. No junior staff fielding your follow-up questions. The attorney you meet on the first call is the attorney who finishes the work and the one you call down the road when something changes.

Finished in about two weeks

Most California firms take six weeks or longer. We finish complete estate plans in about two weeks. We are faster because estate planning is all we do.

Flat fee. No billable hours.

$3,000 single, $4,000 married for most estate plans. Covers the complete plan. No billable hours, no surprise invoices. Once you are a client, follow-up questions are free.

Anywhere in California.

Many of our clients choose to work with us entirely by Zoom. Two video meetings, a remote signing session, and the same attorney from start to finish. Bay Area, Los Angeles, San Diego, Central Coast, and everywhere between.

STATEWIDE BY DESIGN

California families, Zoom from your home. No driving.

We meet in-person in our El Dorado Hills and Roseville offices. We work with California families throughout the state by Zoom. Bay Area, Los Angeles, San Diego, Central Coast, Sacramento Valley, the Inland Empire. Two video meetings. A remote signing session with a remote online notary. The same attorney from your first call to your final document. The flat fee is the same whether you meet us in person or never leave your kitchen.

How Virtual Estate Planning Works

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WHEN A LOVED ONE PASSES

We handle trust administration, too.

Losing a parent or a spouse is hard enough. The paperwork that follows shouldn't make it harder.

We help California families administer trusts after a death. The notifications, the tax filings, the work with the CPA, the property transfers, the distributions to beneficiaries. All of it. Same attorney throughout the process, same plain-English explanations, and flat fee.

You don't need to have been our estate planning client to get help. Most of our trust administration work is for families whose loved one set up their plan somewhere else.

About Trust Administration →