4.8 rating from 235+ Google reviews

California Estate Planning for Families Who Want Value, Convenience and Speed

Plan. Grow. Inherit.

A modern estate planning relationship for California families building generational wealth. We help you protect what you've built—and pass it on with clarity, control, and confidence.

Estate planning is not about documents. It's about leadership, continuity, and stewardship across generations.

Takes only 5 minutes • No obligation

Why Choose Lawvex

Proven Expertise You Can Trust

Estate Planning at Scale—With Precision and Care

Families come to Lawvex because they want confidence—not guesswork. Our firm brings institutional-level experience to individual families.

5,000+

Plans Completed

4.8★

Google Rating

7

Expert Attorneys

235+

5-Star Reviews

We do this work every day—for families with real assets, real complexity, and real expectations.

Transparent, Asset-Based Pricing

Get a fee quote for your estate planning right now—in the next five minutes.

Estate attorneys in California rarely if ever quote fees. They may quote a range of fees. Why? Because they either haven't done thousands of them or they don't have a system for it—or both.

We are different. Unlike the rest of our industry, we put pricing right up front. No wasted time on sales calls, getting quotes or guesses.

Our proprietary pricing model aligns fees with estate size and complexity—not billable hours or local norms. Compare us to your local law firm who do not quote a fee and have billing rates over $500 per hour!

Start Fee Estimator Now

Click "Get a Free Quote" to start our Estate Planning Fee Estimator

Comprehensive Trust-Based Planning—Done Right

Every Lawvex estate plan is attorney-led, fully customized, and comprehensively implemented.

What Every Plan Includes

All planning tiers include a complete trust-based estate plan for individuals, married couples, or registered domestic partners:

  • Revocable Living Trust
  • Last Will and Testament
  • Durable Power of Attorney
  • Advance Health Care Directive
  • Guardian Nomination for Minor Children
  • Trust Certification
  • Assignment of Property to Trust
  • Deed for Principal Residence
  • Preliminary Change of Ownership Report

Our Full-Service Process

1

Attorney-led Plan Design Meeting

Conducted via videoconference

2

Draft Review & Confirmation Meeting

Via video conference

3

Fully Remote Signing Ceremony

Notary and witness sent to your home or preferred location

4

All Signing Formalities Handled

Everything done and legally enforceable

5

Originals Delivered to You

Digital copies hosted securely through our Client Portal and mobile app

No hidden fees. No fragmented process.

Speed and Efficiency Without Compromise

Most estate plans are completed within 30–45 days

Rush Planning Available

Target completion: 14 days

Additional fee: $700

We are built for efficiency—without sacrificing quality or judgment.

Estate Planning Is the First Step in a Larger Journey

The Plan. Grow. Inherit.™ Framework

Most firms treat estate planning as a transaction. We treat it as the beginning of a long-term relationship.

PLAN

Design a trust-based estate plan that protects your family, assets, and intentions.

GROW

Maintain and evolve that plan as life and wealth change through our TrustCare™ Estate Maintenance Program and Lawvex Team™ Business Maintenance Program.

INHERIT

When incapacity, illness, or death occurs, we guide your spouse and family through administration, continuity, and distribution—using the tools we already designed together.

This is how wealth is preserved across generations—without disruption.

Who We Serve

Built for High-Performing California Families

We work with founders, executives, professionals, investors, and business-owning families throughout California—entirely remotely, with full confidentiality.

Expertise Over Hype

Real attorneys with 5,000+ completed estate plans

Strategy Over Templates

Custom plans designed for your unique situation

Efficiency + Human Judgment

Modern process without sacrificing quality

Long-Term Relationships

We're here for your family before, during, and after

Your Next Step

A Working Plan Design Meeting

Not a Sales Call. A Real Planning Session.

Meet with a California estate planning attorney via secure videoconference. We'll review your situation together and design a plan customized for your family.

Click the "Get a Free Quote" button and you will:

  1. 1 Complete a short, secure estate planning questionnaire (5 minutes)
  2. 2 Book directly into your Plan Design Meeting with a Lawvex estate attorney
  3. 3 Pay a $300 fully refundable deposit

Plan Design Meeting Deposit

  • $300 fully refundable deposit
  • Applied toward your estate planning package if you proceed
  • 100% fully refunded if you decide there is not a fit

This ensures your time—and ours—is treated with professionalism and respect.

How the Plan Design Meeting Works

  • Conducted by videoconference (Microsoft Teams)
  • Led by one of our expert California estate planning attorneys
  • Fully confidential
  • Focused on your goals, assets, and concerns
  • Both spouses / registered partners must attend
  • We review your questionnaire results together
  • We explain the planning tools that apply to your situation
  • Your legal questions are answered in real time
  • We confirm your fee and any complexity modifiers
California families

Is Lawvex Right for You?

We're selective about who we work with—because the best outcomes come from the right fit.

This Is Not for Everyone

Lawvex is intentionally not the right fit for every situation—and that is by design.

This service is not for you if:

  • Small estates under $500,000 or very large estates over $10,000,000
  • Families that reside outside of California
  • Looking for the cheapest estate planning available, regardless of quality
  • Want a template-based plan or online form filled in by software
  • Unwilling to engage in a thoughtful planning process
  • Prefer a purely transactional experience with no ongoing relationship
  • Seeking advice outside California law

Our work is designed for families who value clarity, leadership, and long-term stewardship—not shortcuts.

Who This Is For

Lawvex is built for families who:

  • Have built meaningful assets between $500,000 and $10,000,000 and want to protect them intelligently
  • Are willing to invest several thousand dollars for the peace of mind that comes from working with experts who have done this thousands of times
  • Value human interaction with expertise, transparency, speed and efficiency
  • Want a relationship with a legal team they can rely on to be there for their spouse and family before, during, and after major life events

If that describes you, you are likely an excellent fit.

Let's get started!

What Our Clients Say

4.8 out of 5 from 235+ reviews on Google

"What a great experience! I worked with Mark Edwards in the Clovis office to establish my Trust. Lawvex made the process easy to understand and to execute remote all documents needed for the Trust. Mark Edwards and the staff are professionals and were quite patient in explaining all the elements of the trust. I cannot more highly recommend this firm for estate planning at a fair cost!"

Vickie Panagopoulos

"Professional, thorough, and efficient. The entire process was handled remotely which was perfect for our busy schedule. The attorneys took time to explain every document and answer all our questions. Highly recommend for anyone in California looking for quality estate planning."

Remote Client

"The transparent pricing was a breath of fresh air. No surprises, no hidden fees. We knew exactly what we were getting and what it would cost from the start. The whole team was knowledgeable and made estate planning feel approachable rather than intimidating."

California Family

"Lawvex provided exceptional service from start to finish. Their expertise in California estate law gave us confidence that our family's future is properly protected. The remote process was seamless and the attorneys were always available to answer questions."

Bay Area Client

Begin Your Estate Planning Journey with Clarity Now

Get your personalized fee quote in 5 minutes. No sales calls. No guesswork. Just transparent pricing from California's trusted estate planning firm.

Get a Free Quote

Takes only 5 minutes • 100% confidential • No obligation