EL DORADO HILLS | STATEWIDE CALIFORNIA

Smart California estate planning, without the runaround.

Experienced California attorneys you'll actually enjoy 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. Only that.

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 dabble in real estate closings, we don't handle business deals on the side. 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.

The work is handled by experienced attorneys you'll actually like working with. 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 plan and who will be with you going forward.

About Our Firm

Work directly with an estate planning attorney.

From the first call through signing day, the same California 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.

Finished in about two weeks.

Most California firms take six weeks or longer. We finish complete estate plans in about two weeks because estate planning and trust administration are the only things we do. No litigation calendar. No real estate closings. Just your plan, finished.

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.

Two offices serving the Sacramento area.

In person on Windplay Drive in El Dorado Hills, serving Folsom, Sacramento, Cameron Park, Shingle Springs, and the surrounding foothills. In person on Douglas Boulevard in Roseville, serving Granite Bay, Rocklin, Lincoln, and Placer County. By Zoom from our San Luis Obispo and San Diego locations for Central Coast and Southern California clients.

STATEWIDE BY DESIGN

California families, Zoom from your home. No driving.

From our office in El Dorado Hills, 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, same flat fee where possible. When flat fee doesn't make sense for a complex matter, we'll tell you that upfront before you commit.

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 →