Most Trusts Fail When Families Need Them. Let's Make Sure Yours Won't.

We use transparent, flat-fee pricing. On your call, we’ll explain the exact cost for your situation – no surprises, ever.

Drafts are generally ready within 7 days after your Design Meeting. Total time from start to finish for an average client is 4-6 weeks, but this can be expedited (and is never rushed).

Revocable, irrevocable, or a blend of the two? There’s no right or wrong, but it does need to be custom suited to your family and goals. Your attorney will discuss all of your options and blend together the right solution for you during your Design Meeting.

Yes — we help families throughout California via convenient virtual meetings and the use of mobile notaries to sign the final plan at your home.

A friendly, 20-minute conversation with our team. We’ll answer your questions and explain your options. No pressure, no commitments, no high pressure or gimmicky sales tactics.

Yes — we’re happy to review your current plan if you’re able to provide a scanned copy for review. While we don’t do line item amendments for a plan we didn’t originally draft, we can help you Restate the plan to cover all updated goals and wishes.

Once your plan is finalized, we don’t disappear. Our team will stay in touch with reminders and check-ins, and you’ll have direct, ongoing, access to your Attorney to discuss any changes as they occur.