Your California estate plan, done from your kitchen table
Work with experienced California estate planning attorneys by Zoom from anywhere in the state. Two video meetings, a remote signing, finished in about three weeks. The same attorney from start to finish.
A California estate planning firm that also happens to work virtually.
Meet Our AttorneysFive things that define how we work.
Clark Allison has been doing California estate planning for thirty years. The process is straightforward, reliable, and finished quickly, without the attorney runaround and without the gaps you get from a DIY plan.
Our attorneys have prepared thousands of California estate plans. Estate planning and trust administration is the only thing this firm does.
You work with one attorney through the entire engagement. No handoff to a paralegal. No junior associate doing the drafting. Same attorney on the first call, the planning meeting, the document review, and the signing. And for your questions after.
Most California firms take six weeks or longer. Our complete plans finish in about three weeks. Complex plans take a little longer, but still get done quickly because estate planning is all we do.
$3,000 single, $4,000 married for most California estate plans. Covers the complete plan. No billable hours, no surprise invoices for phone calls. Once you are a client, follow-up questions are free.
Bay Area, Los Angeles, San Diego, Orange County, Inland Empire, Central Coast, Sacramento Valley, North Coast, Central Valley. We work with families in every region of the state. No driving, no traffic.
Three Steps. About Three Weeks.
Most California families finish their virtual estate plan in about three weeks. Two attorney Zoom meetings and a remote online notary session.
Free Attorney Intro Call
Fifteen minutes. You tell us what you have and what you want. We answer your questions and let you know what we recommend, how long it will take, and what it will cost. If we are a fit, we schedule your first planning meeting.
Two Zoom Attorney Meetings
The first meeting is the design meeting. We walk through your family, your assets, who you want to take care of, and who you trust to handle things if you cannot. We draft your documents. About one to two weeks later we meet again on Zoom to review your documents and make sure they are correct and you understand them.
Sign and Notarize
You sign every document from your home on video with a notary authorized for remote online notarization. The signing takes about 30 minutes.
A Comprehensive California Estate Plan
Everything your California family needs to avoid probate, name decision-makers, and protect your kids.
Revocable Living Trust
The core document. Holds your house and your major assets. Customized to name who gets what and how. Can include divorce protection trusts for your children. Names successor trustees to manage everything if you become incapacitated or pass away. Keeps your family out of California probate.
→Schedule of Trust Assets and Assignment
A general and specific list of assets you intend to transfer to your living trust.
→Certification of Trust
Essential living trust information for your bank and financial advisor.
→Pour-Over Will
The backup document. Catches anything you forgot to put in the trust. Names guardians if you have minor children.
→Durable Power of Attorney
Authorizes the person you choose to pay your bills, file your taxes, and manage your financial affairs if you cannot.
→Advance Health Care Directive & HIPAA
Names the person who makes medical decisions if you cannot. Includes a HIPAA authorization so your doctors can talk to that person.
→Trust Transfer Deed
We prepare and record the deed that transfers title of your California home into your trust. This keeps your home out of probate.
→Estate Plan Portfolio and Digital Copies
You will receive your signed and notarized documents in a hardcopy estate planning portfolio and digital copies.
→Attorney You Can Call
When you become our client, we become your estate planning attorneys. Call or email with questions about your plan. Always free.
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Many of our clients
Bay Area professionals who do not want to spend half a day driving into the city to meet a lawyer.
Los Angeles families who would rather not lose half a day to LA traffic for a lawyer meeting.
San Diego families who would rather meet from their living room.
Central Coast residents in San Luis Obispo, Santa Barbara, and Monterey who would rather meet from home than drive to a law office.
Sacramento clients who could drive to our El Dorado Hills or Roseville office but would rather not.
Virtual works best when your situation is straightforward. More complicated plans are often better handled in person. If that's you and you're in the Sacramento region, we'll meet you at our El Dorado Hills or Roseville office.
Frequently asked questions
Yes. California recognizes electronic signatures on most estate planning documents, and the California Civil Code recognizes notarizations performed by authorized out-of-state remote online notaries. Your signed and notarized documents are valid in California.
About three weeks from the first planning meeting to signing. Scheduling conflicts and complex plans can push out the timeline.
One of our attorneys works with you from the first meeting through the design of your plan, the drafting and review of your documents, and your follow-up questions and updates over the years.
For most California families, $3,000 for a single person or $4,000 for a married couple. That is the full plan, including the trust transfer deed for your home. More involved plans cost more, and we quote the flat fee before any work begins.
You can call or email your attorney with questions about your plan, free, for as long as we are your firm. Most of our clients reach out every few years to check in.
Older clients, some blended families, and special needs planning are sometimes better handled in person. If you are in the Sacramento region, we can meet you at our El Dorado Hills or Roseville office.
You are welcome at our El Dorado Hills or Roseville office. Sacramento, El Dorado County, and Placer County families can choose either way. For families elsewhere in the state, virtual is the practical option, and it is how most of our clients work with us.
Let's finish your estate plan.
A free, fifteen-minute intro call with one of our attorneys. You will leave knowing what you need, what it will cost, and how long it will take.
Get in Touch
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Phone (800) 394-1988
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Email hello@clarkallison.com
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Headquarters 4944 Windplay Drive, Suite 117, El Dorado Hills, CA 95762