Imagine This
It’s a quiet Sunday morning. The house smells like coffee, sunlight spills across the kitchen table, and for the first time in weeks you feel at peace. You know exactly where everything stands—your home, your savings, your business, your family’s future. No loose ends. No court delays. No guessing what happens next.
That calm didn’t come from luck. It came because you made a decision. You took control, protected your loved ones, and built a plan that works when life doesn’t go according to plan.
That’s what a California living trust does. It’s not just paperwork—it’s protection, privacy, and peace of mind wrapped into one.
The Problem Most Families Never See Coming
Every week I meet good, responsible people who thought they had everything covered. They wrote a will years ago. Maybe they added their spouse to the deed. Maybe they told their kids, “Don’t worry, it’s all in writing.”
Then someone passes or becomes incapacitated—and everything changes.
Suddenly the court steps in. Probate begins. The family waits months or even years while lawyers and executors take their fees first. Private details become public. Property sales get delayed. Emotions run high.
And the people left behind—the very people you meant to protect—find themselves tangled in a system that takes time, money, and control away from them.
In California, the average probate on a modest estate can take more than a year and cost tens of thousands of dollars in mandatory attorney and executor fees.
For example:
- $100,000 estate → about $8,000
- $500,000 estate → about $26,000
- $1,000,000 estate → about $46,000
- $2,000,000 estate → about $66,000
- $5,000,000 estate → about $126,000
That’s money that should stay with your family — not the court.
There’s a Better Way
Our two California Living Trust Estate Plans exist so that you never have to put your loved ones through that.
They are a digital-first, attorney-backed estate planning solution designed specifically for California families and small business owners with estates up to ten million dollars. You can create your living trust and estate plan while sitting at the kitchen table at home. All you need is your phone or laptop.
No traffic. No office visits. No wasted time. Just a simple, private, and affordable way to take control of your future and protect the people you care about and love.
We also want you to know that our solutions are not a one-size-fits-all kit. They are each guided paths, built by professionals who understand both the law and real life.
What You Gain
When you put your assets into a California living trust, something powerful happens. Your living trust gives you:
- Complete probate avoidance
- Full privacy of your financial affairs
- Immediate management by your chosen trustee if you become incapacitated
- Faster, simpler asset transfers to loved ones
- Custom control over how and when beneficiaries inherit
- Protection for minors and family members with special needs
- Potential tax savings and total peace of mind
That’s more than a document—it’s peace of mind you can feel.
A Modern Solution for Real Life
The process is simple.
Step 1: You start online through a private portal.
Step 2: You complete a guided questionnaire at your own pace.
Step 3: With Option One, your plan is generated almost instantly. With Option Two, you review your plan in a confidential Zoom meeting with me, attorney Mitch Jackson, or my team. Within a week, your custom plan is ready for signing.
No traffic. No office visits. No wasted time.
Just a clear, affordable, attorney-backed path to protecting what matters most.
Option One: The Do-It-Yourself California Living Trust Plan ($1,500)
This is for people who want full control and step-by-step guidance without the added cost of attorney time.
You complete a secure online questionnaire, and within minutes, 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.
Here’s what you receive:
- Your personalized California Revocable Living Trust (valued at $1,500)
- 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 whenever you need them.
Total value: $3,150.
Your price: $1,500.
That’s an immediate $1,650 in savings—and the ability to complete your entire plan in less than an hour.
This option is perfect for organized families who want to handle things themselves with clear, attorney-designed guidance every step of the way.
Option Two: The Attorney-Assisted Ultimate California Living Trust Estate Plan ($3,500)
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 the Do-It-Yourself Plan plus complete attorney support, expert recommendations, and personalized legal oversight.
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.
What’s Included in Both Options
Every Ultimate California Living Trust Estate Plan includes your personalized revocable living trust, pour-over will, durable financial power of attorney, and advanced health care directive.
Our Attorney-Assisted Ultimate Plan also includes twelve powerful bonuses—valued at over seven thousand dollars total—ranging from an asset protection review and trustee instructions to your first-year review meeting and secure digital vault setup.
The total value of Option One (our Do-It-Yourself Plan) is always $1,500.
The total value of Option Two (Attorney-Assisted Plan) is $7,900, but a limited number of monthly clients, can secure everything for $3,500.
Why Trust Us
I’ve spent more than three decades as a California lawyer, mediator, consultant, and speaker—helping families and small business owners protect what they’ve built. I’ve seen what happens when people plan right and what happens when they don’t.
Our process was built to save you from the confusion, cost, and family drama. It blends proven legal expertise with the ease of modern technology — so you can finally check this off your list and feel confident it’s done right.
We serve California residents only, because state laws are unique—and your plan deserves to follow them precisely.
Addressing What You Might Be Thinking
“I already have a will.”
That’s a good start, but wills still go through probate in California. A living trust avoids it entirely.
“I don’t own much yet.”
If you own a home, have a savings account, or even a small business, you already have enough to protect. The sooner you plan, the more you save.
“It sounds expensive.”
Not compared to probate. On a $500,000 estate, probate fees alone average $26,000. Your full trust plan costs a fraction of that.
“I can always do it later.”
Later is how most families end up in court. The truth is, no one knows when later becomes too late.
The Difference Between Waiting and Acting
If you wait, the state of California decides what happens to your property, your business, and even who cares for your minor children.
If you act now, you decide.
And once it’s done, you can breathe easier knowing your family will never be stuck in court, fighting over what should have been simple.
It’s time to protect your family.
Our Do-It-Yourself plan is fast, easy and depending on how organized you are, can be done in an hour.
If you’re thinking about our Attorney-Assisted Ultimate California Living Trust Estate Plan, please remember that we limit the number of plans we accept each month to maintain personal attention for every client. Once those slots fill, new sign-ups roll over to the following month at the full $7,900 rate.
If you want to lock in the discounted $3,500 rate and start your plan this week, now is the time to act.
The Future You’re Building
Picture this again. It’s that same quiet Sunday morning. Your loved ones are gathered around the kitchen table, not sorting through papers or arguing over court forms, but smiling—because you made things clear, simple, and fair.
You didn’t leave them a burden. You left them a legacy.
That’s the power of a California living trust done right.
Your Next Step
Choose the option that fits you best:
Do-It-Yourself California Living Trust Plan – $1,500
Complete your plan online, on your time, with full support and zero confusion.
Attorney-Assisted Ultimate California Living Trust Estate Plan – $3,500
Also complete your plan online but get expert guidance from start to finish, personalized to your life and goals.
Both protect your family. Both save you time and money. The only question is how much help you want along the way.
You’ve worked too hard to let the court decide what happens next.
Take control. Protect your family. Build your legacy.
Warm regards,
Mitch Jackson
Attorney, Mediator, Consultant, Speaker, and Writer
Jackson & Wilson, Inc.
P.S. We only accept a limited number of new Ultimate Estate Plan clients each month at the discounted rate of $3,500. Once we reach capacity, the price returns to $7,900. If you’re leaning in direction of this option, take five minutes today to secure your spot and give your family the gift of peace, privacy, and protection that lasts for generations.
More Resources
