Peace of Mind of a Law Firm - For the Price of DIY
- Flat Fee: $699/$599 (married/single)
- 1 Deed prepared + recorded included
- Completed by an Actual Law Firm
Your complete California estate plan - including your trust, will, powers of attorney, and deed - prepared by a real lawyer, without ever having to leave home.
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- Prepared by California Licensed Attorneys
- Attorney Phone Call Included
- Deed Preparation & Recording Included
Law Firm Quality at DIY Price.
Your plan is prepared, reviewed, and approved by California estate planning attorneys — no extra cost for peace of mind.
Flat Fee. No Hidden Costs.
$699 married / $599 single. Includes 1 deed prepared + recorded with your County Recorder. Additional deeds $300 (including Recording fees).
Done 100% Virtually From Comfort of Home.
Answer simple online questions, speak with an attorney, and get your plan shipped to your door with our signing/funding guides.
How it Works
What's Included?
- Revocable Living Trust (aka Family Trust)
- Certification of Trust
- Personal Property Gift List
- Schedule & Assignment of Assets
- Pour-Over Will
- Guardianship Nominations
- Advance Health Care Directive (aka Living Will)
- HIPAA Release/Authorization
- Financial Power of Attorney
- 1 Trust Transfer Deed for Primary Home (CA Property)
- Recording of Deed at County Recorder (County fees included)
- Video Explanation of entire Estate Plan
- Estate Plan Signing Guide
- Trust Funding Guide & Checklist
- 30-Minute Attorney Review Call
- Additional CA Deeds (Secondary Properties): $300 (includes Recording)
- Optional $99/year for unlimited amendments
Who Estate Lock is For
✅ Typical clients:
Married or single homeowners with simple wishes, or new parents setting up a foundational plan.
Want to leave assets to spouse, children, or loved ones without going to Court.
Don’t need complex tax planning, remarriage protections, or custom trusts.
❌ Not for:
Blended families needing custom subtrusts
Complex tax or divorce protections
Large estates requiring advanced planning
If you need a more advanced plan, we can refer you to a full-service, traditional estate planning attorney.
California Families Love Estate Lock!
I have tried to do Estate planning for a long time but the effort involved to know different things made me postpone it every time. This is when my friend introduced me to Estate Lock Their software is really good. It took just few minutes to provide all the required information for living trust and estate plan. They also have short informative videos for different questions which helps to answer questions on the software. I would definitely recommend Estate Lock for any estate planning needs. They have the best software to get this done. My special thanks to Michael who took time to explain us all the details once the documents were ready.
Pricing
-
Single Person Estate Plan $599
-
Married Couple's Estate Plan $699
- All Estate Plans are based around a Revocable Trust to avoid Probate Court
- Attorney Review Phone Call included in every plan
- Includes 1 deed prepared + recorded for CA property (County fees also included)
- All plans shipped to you in a Personalized Portfolio, ready for signature
- Additional California Deeds: $300 each (including preparation, recording, and County recording fees)
- Optional $99/year for unlimited amendments
Your Options When Planning
Estate Lock is a virtual Estate Planning Law Firm dedicated to providing Quality and Affordable Estate Planning Services for all California families with basic needs.
Our goal is to give you exactly what you need to affordably Secure Your Estate - not too much and never too little.
Frequently Ask Questions
You’ve got the questions, we’ve got the answers! Don’t see an answer to your question here? Reach out to us anytime at Support@EstateLock.com
We’ve made things as simple as possible! Many clients will complete the questionnaire in 20 minutes or less, but you’re not required to complete things in one go. At the bottom of the questionnaire there will be a link for you to send your questionnaire to your email to pick it up later. Come back anytime and pick up where you left off.
We take several steps to make sure your information is secure, the first of which is to not have you include sensitive information (you will not be asked for your social security number or financial account numbers, as an example). This information can easily be handled outside of the software directly on your physical documents, so there is no reason to risk including it within any software.
All of the data you transmit is encrypted in transit and at-rest using industry best practices, including Transport Layer Security (TLS). Your data is encrypted at rest with AES-256 encryption in AWS data centers stored in the USA only. AWS data centers are managed in accordance with SOC 1-3, PCI DSS Level 1 and ISO 9001/ISO 270001. Our payment processing vendors are also PCI compliant.
Payment isn’t made until the very end of your questionnaire, so you can check everything out and receive an overview of your plan without needing to pay anything up front.
Of course! One deed to transfer your primary home to your trust is included in any Estate Lock Plan, and we can also transfer additional California properties for $300 per deed (this includes County Recording fees). We will search property records to find your most recent deed, prepare a trust transfer deed, and record the deed with the County Recorder on your behalf. Transfers between family members prior to transfer into a trust may be added as well.
Once you complete the questionnaire, you'll have drafts for review in your inbox within minutes! You'll also have an in-depth review video that will accompany those drafts so that you understand exactly what they say.
Our Attorneys will begin reviewing your entries as well, and you'll be given a link to schedule a call with the Attorneys to review before finalizing.
Once approved, plans will be printed, flagged for signature, and shipped to you in a customized portfolio within 1-2 business days (plus mail transit time). If time is of the essence, you'll have digital copies you can print anytime as well.
We’ve recorded guidance videos covering almost every screen you’ll see in the questionnaire, and those videos are embedded within the screen they discuss, so just hit play and let us walk you through it. If you still have questions there will be a link at the bottom of the page where you can ask any questions and we’d be happy to assist.
Estate Lock is for simple planning needs. If you require complex strategies, we’ll gladly connect you with a full-service estate planning attorney.
Yes — all plans are prepared by California-licensed attorneys and tailored specifically to California law.
No — everything is done online or by phone. Your plan is shipped to your home, ready for signing and notarization.
You can choose our optional $99/year plan for unlimited simple amendments or pay $250 per amendment as needed - your choice!
Get peace of mind at DIY prices - with a real California Law Firm.
We get it, Estate Planning isn’t exactly the most fun thing in the world. Trust us, we’ve made this process as easy as it can be for you. Remember, you can always come back to the plan you started and pick it up later and you have absolutely no obligation, so for once and all let’s get this done!
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