FOR FINANCIAL ADVISORS, CPAS, AND TRUSTED PROFESSIONALS

Your clients are better clients with an estate plan. We help you get them there.

California estate planning attorneys, working directly with your client from the first call through the final signing. Flat fee. Most plans finished in about two weeks. We keep you in the loop the whole way. We are there for you and your clients.

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0 Expected US wealth transfer through 2048

Cerulli Associates, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024

0 Clients who say they would switch advisors to get estate planning support

Trust & Will 2025 Financial Advisor Report

0 Heirs who keep their parents' financial advisor after inheriting

Cerulli Associates, U.S. Retail Investor Edition, 3Q 2025

BE YOUR CLIENT'S HERO

Estate planning is how you keep the relationship.

Your clients don't want to think about estate planning until they have to. The advisor who brings it up first, and helps them get it done with an estate planning attorney they trust, becomes the family's advisor for the next generation.

Experienced Attorneys

Our team brings decades of combined legal experience across multiple practice areas.

Client-Focused Approach

We prioritize clear communication and personalized attention for every client.

Proven Track Record

Hundreds of successful cases and millions recovered for our clients.

Aggressive Advocacy

We fight tirelessly to protect your rights and achieve the best possible outcome.

Individual

Base flat fee. Final fee depends on what you need.

$3,000
  • Revocable Living Trust
  • Divorce protection for your children's inheritance
  • Trust Schedule and Assignment
  • Certification of Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Advance Health Care Directive and HIPAA
  • Trust Transfer Deed for your California home and recording
  • Comprehensive Trustee Powers, including digital assets
  • Free attorney access for questions
  • Always a flat fee, no billable hours

Married Couple

Base flat fee. Final fee depends on what you need.

No Fee $4,000
  • Revocable Living Trust
  • Divorce protection for your children's inheritance
  • Marital trust options to protect your surviving spouse
  • Trust Schedule and Assignment
  • Certification of Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Advance Health Care Directive and HIPAA
  • Trust Transfer Deed for your California home and recording
  • Comprehensive Trustee Powers, including digital assets
  • Free attorney access for questions
  • Always a flat fee, no billable hours

Talk to the attorney, not the front desk.

Schedule a free fifteen-minute intro call. You'll talk to one of our California estate planning attorneys, who will personally walk through what your family needs.

Schedule a 15 Minute Intro Call

Keeping your family out of probate

The Revocable Living Trust holds your home and major assets, names who gets what, and names a successor trustee to manage everything if you become incapacitated or pass away. California probate runs twelve to eighteen months and costs roughly $40,000 to $50,000 in attorney fees and court costs for a typical home-owning family. A properly drafted and funded living trust avoids all of it.

Divorce protection for your children's inheritance

The asset protection language built into the trust significantly shields your children's inheritance from a future divorce. Many California firms charge separately for this drafting or skip it entirely. We include it in the flat fee whenever it fits your family.

Authority for someone to pay your bills

The Durable Power of Attorney authorizes the person you choose to pay your bills, file your taxes, sell property if needed, and manage your financial affairs if you cannot. Without it, your family ends up filing a conservatorship petition in probate court if you become incapacitated, which becomes a living probate.

Authority for someone to talk to your doctors

The Advance Health Care Directive and HIPAA authorization name the person who makes medical decisions for you if you cannot, and authorize your doctors to talk to that person.

Getting your home into the trust

The Trust Transfer Deed moves your California home into the trust and records it with the county. We do this as part of the flat fee.

Backup and Guardianship

The Pour-Over Will picks up any asset you didn't put in the trust and routes it there. Also names guardians for minor children. Every estate plan needs one even when the trust is the workhorse document.

TRUST ADMINISTRATION

What it costs to administer a trust after a death.

Trust administration is what happens after a family member passes away. The successor trustee notifies beneficiaries, values the assets, manages the trust property, files what needs to be filed, and distributes what your family member left to the people they named. We handle California trust administration throughout the state, and we charge a flat fee.

There is a pattern and structure to a trust administration, but also many variables that make each one different, including family dynamics, estate value, and asset types. Once we gather the basic information and understand the context, we can quote a fixed fee.

Our minimum fee for a trust administration is $7,500. Most California trust administrations fall between $7,500 and $20,000, depending on the size of the estate, the types of assets, and how well the family works together. Larger or more involved matters run higher and we quote those flat fees based on the specific facts.

 

Estate Plan Updates

Family change, asset change, law change

Our flat fee for updates depends on who drafted the original plan.

If we drafted your estate plan, our update fee is generally $1,000 to $2,000, depending on what needs to change.

If we didn't draft your estate plan, we have to start from scratch, and our fee is generally the same as a new plan: $3,000 for a single person or $4,000 for a married couple, less $500 if your home is already in the existing trust and we don't need to pull title, prepare a new deed, and record it.

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PET TRUSTS

A plan for your pets

If you want a clear plan for your dogs or cats, we can add pet trust provisions to your living trust. The provisions name a caretaker, set aside funds for care, and give instructions for how the funds get used. Quoted flat fee at the intro call.

how we compare

You have five options to build your estate plan

01

Old school estate planning firm

Many old-school-style California estate planning firms charge more, take six weeks or longer, and route the work and the client relationship through a paralegal and a case manager after the initial meeting.

02

Litigation attorney side gig

Some firms are primarily litigation practices that handle estate planning on the side. The attorney drafting your trust may handle a few matters a year, while the firm's real focus and expertise sits elsewhere.

03

Solo attorney - here today gone tomorrow

Many estate planning attorneys are solo practitioners. When they retire, leave the state, or stop practicing, the client has to start over with someone new.

04

DIY and hope for the best

Most DIY online template platforms charge less, generate documents from a questionnaire, and have no attorney accountable for the result. Fingers crossed.

05

Work with us

We treat clients the way we'd want to be treated. You work directly with an attorney, never a paralegal or case manager. Estate planning and trust administration are the only things we do. We return calls quickly. Since 1996, seven attorneys today. And when you're a client, questions are always free.

Frequently asked questions

For most California families, yes. The flat fee covers a complete estate plan: living trust, certification of trust, pour-over will, durable power of attorney, advance health care directive and HIPAA, trust transfer deed for your California home, and divorce protection provisions for your children's inheritance. No hourly billing. No surprise invoices. No separate charge for the trust transfer deed.

We quote a higher flat fee. The base price covers most California families. For blended families, special needs children, business ownership, unique assets, or complex planning goals, the flat fee runs higher than the base. We lock in the number once we understand what you have, and what you need, sometimes on the intro call, sometimes after the design meeting. You will know the fee before you hire us. No surprises.

Online platforms charge less and produce documents from a questionnaire you complete with no attorney accountable for the result. Will your DIY plan work when you need it to work? Maybe. Maybe not. We fix DIY estate plans for clients all the time.

Many California estate planning firms charge more and take six weeks or longer to finish a plan, with most of the drafting and client communication routed through a paralegal and case manager after the initial meeting. We finish faster, you work directly with one attorney from the first call to the final signing, and the flat fee is the full price.

Most California trust administrations fall between $7,500 and $20,000, depending on the size of the estate, the types of assets, and how well the family works together. Larger or more involved matters run higher and we quote those flat fees based on the specific facts.

It depends on who drafted the original plan. If we drafted your estate plan, our update fee is generally $1,000 to $2,000 depending on what needs to change. If we didn't draft your estate plan, we have to start from scratch and the fee is generally the same as a new plan: $3,000 single or $4,000 married, less $500 if your home is already in the existing trust and we don't need to pull title, prepare a new deed, and record it.

Sometime before you die. Otherwise, it's too late.

How to Reach Us

Call, email, or send us a note. One of our attorneys will get back to you right away. And the intro call is free.

Now's the time.

Schedule free intro call