Create personalized estate plans with living trust from home in less than an hour.
We’re a California estate planning law firm built for real life. You get the ease and affordability of online tools with the skill and judgment of attorneys who do this work every day. The online interview gathers what we need so we can create a customized California living trust plan that reflects your goals and protects your family. You receive high-quality legal documents without the usual law-firm price tag. Here’s how the process comes together.
Our online interview makes this entire process simple. You answer clear questions, make straightforward choices, and build your estate plan step by step. You decide who stays in control, who steps in later, and how your assets move when life takes a turn. Every screen explains what you need to know in plain English so you understand the living trust you’re creating, the choices in front of you, and the impact those choices will have on your family. This is how you take action, stay in control, and put a real plan in place without getting overwhelmed.
Completing the interview is FREE. You move through the questions, get clear on your choices, and build your plan without pulling out your wallet. You only pay when you’re ready to print, sign, and turn your living trust into a real plan your family can count on.
Once you finish the interview, the software creates a complete California living trust package built around the choices you made. Every document follows the rules that keep your plan valid and enforceable. When you’re ready to move forward, you pay once and your documents are delivered instantly in your browser and by email so you can review everything and print when you’re ready to sign.
If something needs adjusting, you can make corrections at no extra cost for one year.
Once your living trust documents are ready, you make everything official by signing them. The software gives you clear Next Steps that walk you through each part of the process, including when to sign, what must be notarized, and how to handle any special situations like signing through a power of attorney. You also get guidance on storing your signed documents and keeping your plan organized so your family knows exactly where to find everything.
It’s as simple as 1, 2, 3.
Get a customized estate plan for that works for you. Do-it-yourself or Attorney Assisted. It's your call.
Our attorney-designed estate planning software makes it easy to create a customized California living trust quickly and easily.
The online interview guides you through every decision with clear, state-specific explanations so you build the right plan for your family without getting stuck or second-guessing yourself.
Do-It-Yourself Estate Plan $999
This is for people who want full control and step-by-step guidance without the added cost of attorney time.
You click the link below and start filling out a secure online questionnaire. Take your time.
As you work your way through the questions, your personalized plan begins taking shape. The system walks you through every choice and provides instant access to all the essential documents California law requires to protect your family and assets.
When you’re finished and make your secure online payment, you receive:
- Your personalized California Revocable Living Trust (valued at $2,500)
- A Pour-Over Will that works seamlessly with your trust (valued at $750)
- A Durable Power of Attorney for Assets (valued at $450)
- A California Advanced Health Care Directive (valued at $450)
- You also get a private digital vault to safely store, update, and share your documents.
Total value: $4,150.
Your price: $999.
That’s an immediate $3,151 in savings—and the ability to complete your entire plan in less than an hour, or over the next few days if you want to take your time.
This option is perfect for organized families who want to handle things themselves with clear, attorney-designed guidance every step of the way.
Ultimate Attorney Assisted Estate Plan $3500
If you want a seasoned California estate planning attorney personally guiding your family’s plan from start to finish, this is for you.
You get everything in Option One plus complete attorney support, expert recommendations, and personalized legal oversight.
Simply use the link to contact us and let us know you’d like to move forward, and we’ll take it from there.
This plan includes:
Ultimate California Living Trust ($2,500 value)
Bonus #1: Pour-Over Will ($750 value)
Bonus #2: Certificate of Trust ($150 value)
Bonus #3: Financial Power of Attorney ($450 value)
Bonus #4: California Advanced Health Care Directive ($450 value)
Bonus #5: Initial private Zoom or phone meeting with Attorney Mitch Jackson ($800 value)
Bonus #6: Asset Protection Review and Recommendations ($800 value)
Bonus #7: Annual First-Year Review Meeting ($400 value)
Bonus #8: Assistance with Optional Digital Vault Setup ($400 value)
Bonus #9: “How To” Trust Funding Instructions ($200 value)
Bonus #10: AI Accuracy Check of Your Plan ($300 value)
Bonus #11: Audio Overview of Your Estate Plan ($300 value)
Bonus #12: Free Email and Text Questions for 30 Days ($400 value)
Total value: $7,900.
Your price: $3,500.
You save $4,400—and gain direct access to expert legal guidance and personal support from start to finish.
We limit the number of new Ultimate clients each month to maintain personal service. Once those spots are filled, pricing returns to the full rate.
