We physically prepare and file your deeds, retitle your accounts, and legally structure your trust in 30 days. Absolute coverage for RSUs, options, real estate, and digital wealth. Complete discretion. Meticulous execution.
Between sprints, deploys, and board reviews, protecting your family keeps getting pushed. Traditional estate planning demands hours of manual office appointments you simply do not have.
Standard lawyers hand you an elegant leather binder and leave. Your RSUs, private stock, and properties sit outside the trust—meaning it covers zero assets when a crisis occurs.
Old 401(k) and brokerage beneficiaries completely override your trust terms. Outdated corporate forms create ownership layers that standard, generic estate planners miss entirely.
Traditional attorneys expect you to invent guardian arrangements and asset distribution structures from scratch. This decision fatigue is why most high-net-worth professionals delay completion.
Select an asset below to compare the exposed reality of a standard plan with the absolute security of our bespoke legal architecture.
Unlinked in brokerage accounts. Standard forms ignore private company stock and active options, leaving them to go through complex probate or lock up during vesting cycles.
Meticulously routed. We coordinate with your firm's equity platform, drafting custom assignment documents for private shares, and aligning transfer instructions with your trust.
Access our secure, encrypted ledger questionnaire to specify your asset structure and family wishes on your own time. No physical office visits.
Our specialists prepare your California Trust architecture, audit your brokerage beneficiaries, and draft ready-to-file County Grant Deeds.
A court-approved legal notary and professional witnesses travel to your home or office. Signed and executed in 20 minutes.
Wealthy families leave their estates exposed to probate because standard legal channels demand time they simply do not possess. California Legacy acts as your private concierge. We execute the filing, manage the state and county bureaucracy, draft complex corporate beneficiary papers, and coordinate private notary logistics. You protect the horizon; we protect your home.
| Deliverable Description | Private Value |
|---|---|
Core California Trust & Living Emergency ProtocolRevocable Joint Trust, Pour-Over Wills, Financial & Healthcare POA, and HIPAA directives. Your family avoids probate court whether you’re incapacitated or passed. | $5,000 |
Done-For-You Deed Filing & Bank Retitling PacketsWe physically prepare and file LA County grant deeds for your properties and draft institution-specific letters so your bank retitles your liquid wealth into the trust. | $3,500 |
Equity & Hidden Beneficiary AuditWe audit every 401(k), RSU brokerage account, IRA, stock option grant, and life insurance policy. Outdated beneficiary designations silently override trusts—we find and fix them. | $2,500 |
Decision-Fatigue Blueprints for Tech FamiliesOur ‘Bifurcated Guardian Matrix’ and 3 tested ‘Generational Payout Blueprints’ give you a clear framework for structuring distributions to your children. | $2,000 |
Mobile Notary & Execution ConciergeCourtroom-grade notaries and legal witnesses come to your home or office. 20 minutes to sign. You never set foot in a law office. | $1,500 |
Digital Estate Vault & Advisor CoordinationSecure, instant access to your legal documents for your family. We send legal updates directly to your CPA and financial advisor on your behalf. | $1,000 |
| Standard Value of Bespoke Counsel | $15,500 |
Claiming an inaugural placement includes complete future-proofing protection:
No-fee integration of future dependents into your trust framework, by birth or adoption.
One comprehensive trust update to alter a trustee, change a guardian, or adjust payout allocations following liquidity events.
An annual 15-minute verification of trust alignment with evolving federal tax codes and newly acquired regional real estate.
$12,000
$5,000
Inclusive and final one-time investment
Only 2 of 5 Private Positions Available
Following completion of the inaugural five placements, this portal will temporarily close and pricing will return to standard billing of $12,000.
We formally guarantee the absolute transfer and linkage of every single asset disclosed during our onboarding process. We physically draft and register your grant deeds and supply ready-to-execute retitling dockets for your financial and corporate platforms.
If our architects fail to deliver the comprehensive funding routing for your disclosed holdings, a full refund of your investment will be issued immediately, and we will complete the remaining legal linkage completely at our expense.