Remote Estate Planning California

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

A modern, attorney led estate planning relationship for high performing California families building generational wealth. Protect what you've built and pass it on with clarity, control, and confidence.

Attorney led plans built for clarity and control
Trust based plans done right
Fully remote statewide
Book Your Meeting

Book Your Plan Design Meeting

Your information is private — we do not share or sell personal data.

Your information is private. We do not share or sell personal data.

5,000+Matters Completed
7Dedicated Attorneys
110+Years of Practice
100%Refundable Deposit

Serving California Families—Fully Remote

Lawvex provides comprehensive, trust-based estate planning across California through a virtual-first model designed for convenience and speed without sacrificing judgment or quality.

Estate planning isn't about documents. It's about leadership, continuity, and stewardship across generations. We help you build a plan you can rely on, and a relationship your family can count on when life changes.

Our Remote Estate Planning Process

A streamlined, attorney led process built for busy California families designed for speed, clarity, and legally enforceable execution.

Book your plan design meeting
01

Book Your Plan Design Meeting

After you submit, you can book right on the spot to speak with an attorney to start your plan design.

Attorney reviewing estate plan documents
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Reserve Your Attorney Plan Design Meeting

When you book your Plan Design Meeting you’ll place a $300 fully refundable deposit to reserve your Plan Design Meeting. The deposit is applied toward your estate planning package if you proceed or refunded 100% if you decide it’s not a fit.

Documents being signed with notary present
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Sign, Fund, and Secure Your Plan

We finalize documents and coordinate a remote signing ceremony. Originals are delivered to you, and digital copies are hosted securely through our Client Portal so everything is organized and accessible.

Why Choose Lawvex for Remote Estate Planning?

Proven Expertise You Can Trust

Institutional-level experience brought to individual families: 5,000+ estate planning and trust administration matters completed, 7 dedicated estate planning attorneys, and 110+ collective years of legal practice done with precision and care.

Statewide Remote Access

Serving all of California since 2009 with a virtual-first model. Fully remote, handled via secure video conference for your convenience, no office visits required.

Transparent, Asset-Based Pricing

Upfront, flat-fee estate planning based on complexity—not hours—covering the full process, remote signing, and recording, with no surprises.

Comprehensive Trust-Based Planning

Every plan is attorney led, fully customized, and fully implemented built to work when you need it most, including probate avoidance and practical asset protection planning.

Ready for a Real Plan, Not Just Paperwork?

Get a working Plan Design meeting with one of our estate attorneys and understand your specific legal alternatives and the pros and cons. Apply your refundable $300 deposit toward your plan and take the first step toward a complete, trust-based estate plan built for clarity, control, and continuity, at a fair cost.

Book Your Meeting

Book Your Plan Design Meeting

Your information is private — we do not share or sell personal data.

Your information is private. We do not share or sell personal data.

Frequently Asked Questions About Remote Estate Planning California

Remote estate planning means your planning and signing process is easy and flexible. Your plan is designed via secure and fully confidential video meetings with our estate attorneys, digital collaboration via secure client portal for document sharing, and we-come-to-you at the location and time of your choice with a notary and witness in person for the wet signature, witnessing and notarization signing ceremony to ensure proper execution without any in-person office visits.
Lawvex is designed for California residents with meaningful assets who value expertise, transparency, and efficiency typically $500,000 to $10,000,000 in assets. If you're outside California, want a template-only solution, or are seeking the lowest cost option regardless of quality, we may not be the right fit.
Most trust-based plans include a Revocable Living Trust, Will, Durable Power of Attorney, Advance Health Care Directive, and (when applicable) Guardian Nomination plus implementation documents to help ensure your plan actually works.
We use secure, encrypted systems for communication and document handling. Your information is treated as confidential and is not sold.
Yes. A properly structured and funded revocable living trust is a core tool used to help California families avoid the time and cost of probate for many assets.
A Client Coordinator (sales team) will contact you first to confirm fit, answer initial questions, and explain next steps. You will not be contacted by an attorney at this stage.
To schedule your Attorney Plan Design Meeting, you'll place a $300 fully refundable deposit. It's applied to your estate planning package if you proceed or fully refunded if you choose not to move forward.
Most plans are completed in 30–45 days, depending on complexity and responsiveness. Rush planning may be available with a 14-day target completion for an additional fee.
We handle all kinds of complexity issues that online forms and AI struggle with. Complexity modifiers may apply to any of our plan packages depending on whether you have a blended family (kids from prior relationship); special needs beneficiaries, substance abuse beneficiaries, noncitizens, business ownership, or Medi-Cal or public benefits concerns
Call us during business hours and our receptionist will transfer you to one of our Client Coordinators. You can also call us any time day or night at 888-308-7003 and let our receptionist know you want to book an appointment and it will text you a booking link for you to schedule a call directly with one of our Client Coordinators. Or, simply complete the form below, and one of our Client Coordinator will reach out to you by phone at the number you provide to book your Plan Design meeting

Ready for a Real Plan, Not Just Paperwork?

Get a working Plan Design meeting with one of our estate attorneys. Apply your refundable $300 deposit toward your plan.