Work with an experienced California estate planning attorney from your first meeting to your last. In person at our Roseville office on Douglas Boulevard, or by Zoom from your living room. Most plans finished in about two weeks. Flat fee, no hourly billing.
Roseville home values have climbed for a decade. For a family that has bought a house, built savings, or grown a business here, a living trust is not optional. It is the difference between your family inheriting what you built and watching a large piece of it disappear into the California probate court.
California probate applies to any asset held in your individual name without a beneficiary designation. For a Roseville or Granite Bay homeowner, that means the house. The process takes twelve to eighteen months on a typical estate. The fees are set by California statute on the gross value of the estate, not the equity. On a Roseville home worth $800,000, the combined statutory attorney and executor fees run past $38,000, before court costs, appraisals, and accounting. The $500,000 mortgage does not lower the math. The fee is calculated on the full $800,000.
A revocable living trust avoids California probate entirely. The successor trustee you name manages and distributes your assets with no court involvement, on your timeline, in private. If you own a home in Rocklin, Lincoln, or anywhere in Placer County, a will alone is not enough.
Estate planning is the only thing we do. Not family law. Not real estate closings. Not criminal defense on the side. Estate planning and trust administration have been the entire practice since 1996. That focus is why we are fast and why we catch the things a general practitioner misses.
You work with an attorney, start to finish. Not a paralegal. Not a staff member who books an attorney for later. Hannah David handles Roseville estate planning and is the attorney your family works with, from the first meeting through the signing, and the one you call five years from now when something changes.
Done in about two weeks. Two meetings, roughly two weeks from start to finish. Most California firms take six weeks or more. We are faster because estate planning is all we do.
$3,000 single, $4,000 married for most clients. The flat fee covers the complete plan. No hourly billing, no clock running while you ask a question, no surprise invoices. Once you are a client, follow-up questions are free.
We are at 2520 Douglas Boulevard, Suite 160, serving Roseville, Granite Bay, Rocklin, Lincoln, and the broader Placer County region. Meet us face to face, or skip the drive entirely.
Clark Allison has done this since 1996. We have seen what happens when families do not plan, and we have spent decades making sure our clients have a plan that holds up when their family needs it.
Most Roseville families finish their plan in two meetings at our Douglas Boulevard office. We design the plan in the first meeting, then review and sign in the second. If getting in to our office doesn't work, we do it on Zoom. Same attorney, same work, same fee.
You tell us what you have and what you want. We answer your questions, tell you what your family actually needs, and tell you how long it will take and what it will cost. If we are a fit, we schedule your design meeting.
About an hour at our Roseville office, or by Zoom. We discuss your family, your assets, and build the blueprint for your estate plan.
About one to two weeks later, we review your documents to make sure everything is right, and make sure you understand how your plan works. In our Roseville office you sign and notarize in the same meeting. If you are working by Zoom, we schedule a short session with our remote online notary for the signing. You'll receive the hard copies in an Estate Planning Portfolio, and we'll send you digital scans.
Most Roseville and Placer County families come to our Douglas Boulevard office and sit across the table from the attorney who builds their plan.
Prefer to skip the drive? It works just as well by Zoom, from the intro call to the signing. Bay Area, Sacramento, anywhere in California. The drafting, the document review, the attorney, and the fee are the same either way.
For most Roseville families, that is the full price. Living trust, pour-over will, durable power of attorney, advance health care directive and HIPAA, the trust transfer deed for your home, and asset protection trust provisions for your children's inheritance. No hourly billing. No clock running while you ask a question. No surprise invoices. Once you are a client, follow-up questions are free. More involved plans run higher, and we quote the flat fee before any work begins, so you know the amount going in.
.png)
Hannah handles estate planning for our Roseville clients. When you call the Douglas Boulevard office, she is the attorney you meet on the first call, the one who designs your plan, the one who reviews your documents with you at the signing, and the one you call when something in your life changes.
For most Roseville homeowners, a living trust is the right call. A will alone sends your estate through California probate, which runs twelve to eighteen months and costs roughly $38,000 in statutory fees on an $800,000 home, calculated on the gross value, not your equity. A revocable living trust keeps your home and your accounts out of probate entirely. A will alone is fine for a young adult with no real estate. Most Roseville families who own a home need both: a living trust to hold the major assets and a pour-over will as the backup.
Some firms bill by the hour. Some charge fixed fees. We charge flat fees and tell you upfront what it will cost. For most families, $3,000 for a single person or $4,000 for a married couple. The flat fee covers the complete plan, including the trust transfer deed for your home. More involved plans run higher, and we quote the flat fee during your free intro call before any work begins.
About three weeks for most plans, from the design meeting to the signing. More involved plans take longer. Most California firms take six weeks or more. We are faster because estate planning is the only thing we do.
No. Most Roseville and Placer County families come into our Douglas Boulevard office, but the entire plan can be done by Zoom, including the signing, with a remote online notary. Same attorney, same documents, same flat fee either way.
Hannah David handles estate planning for our Roseville clients. She is the attorney you meet on the first call, the one who designs your plan, and the one who reviews and signs it with you. No handoff to a paralegal or case manager.
We are at 2520 Douglas Boulevard, Suite 160, in Roseville, serving Roseville, Granite Bay, Rocklin, Lincoln, and the broader Placer County region.
Yes. Estate plan updates are common as families change, tax laws change, and and older plans become outdated. We review your existing documents, walk through what should change, and quote a flat fee for the update before any work begins.
That is trust administration, not estate planning. It is the work a successor trustee handles after a death: notifying beneficiaries, valuing and managing assets, and distributing what your family member left to the people they named. We handle California trust administration throughout the state.
Sometime before you die. After that, it's too late.
You now know what a California living trust does, how the process works, what it costs, and who you'll work with. The free intro call is fifteen minutes. We'll confirm what your family needs, what it will cost, and how long it will take. From there it's your call.