Most estate plans are drafted without seeing your portfolio, your CPA's strategy, or your insurance structure. We change that — legal planning integrated with everything else you're building.
Most estate attorneys work from a checklist: your family structure, your wishes, your assets as you describe them. They draft the documents, collect the fee, and send you on your way. What they don't do is look at your actual portfolio, speak with your CPA, or review your insurance structure.
The trust looks right on paper. But it doesn't work with the rest of your financial life — because nobody checked. Trusts that aren't funded. Beneficiary designations that override the will. Tax strategies your attorney didn't know about.
The problem isn't bad legal work. It's that attorneys often work in their own bubble. We aim to fix this.
These failures are silent until they aren't.
Your revocable living trust was drafted and signed. Your investment accounts were never retitled to the trust. When something happened, the assets passed through probate — the exact outcome the trust was designed to prevent.
A life insurance policy that should be held in an ILIT was owned personally instead. The death benefit ended up in the taxable estate. The attorney never saw the insurance structure. The insurance agent never saw the estate plan.
A buy-sell agreement was drafted with a valuation method that doesn't match how the business has actually grown. The CPA never reviewed the agreement. The attorney never had the latest financials. The result is a succession plan that will require litigation to unwind.
Documents drafted without visibility into your portfolio or tax strategy
Trust funding left to the client — often never completed
Insurance structure reviewed separately, if at all
No coordination when your financial life changes after signing
You play telephone between your attorney, advisor, and CPA
Documents drafted with full knowledge of your portfolio and CPA's strategy
Trust funding coordinated with your Koala advisor from day one
ILIT structure aligned with Koala Insurance and your insurance carrier
Plan evolves as your financial life changes — reviews are built in
One team, one shared view — you stop relaying information between professionals
You finally have an attorney who knows what your advisor manages, what your CPA is planning, and how your insurance is structured — before a single document is drafted. Your estate plan reflects reality, not an intake form.
Before we draft anything, we review your investment accounts, tax situation, and insurance structure — not just your family tree and your wishes.
Your trust, will, and powers of attorney are written to work with your actual accounts, actual tax bracket, and actual insurance structure — coordinated with your Koala advisor and CPA.
We don't hand you a checklist and wish you luck. We work with your Koala wealth advisor to retitle accounts, update beneficiary designations, and confirm the trust is properly funded.
Major financial events — a business sale, a new account, a change in estate tax law — trigger a coordinated review across your attorney, advisor, and CPA. Your plan stays current.
Trust documents drafted with full awareness of which accounts will fund them — conflicts discovered before signing, not after
ILITs structured and coordinated with Koala Insurance so policies are correctly owned and funded from day one
Entity selection coordinated with Koala CPA — your legal structure and tax treatment aligned from the start
Flat-fee pricing — you know what you'll pay before work begins, no billing-hour surprises
We hold ourselves to standards that go beyond drafting documents.
Licensed California attorney. Admitted to practice in the State of California and subject to California State Bar standards of professional conduct.
Most services priced at a clear, disclosed flat fee before work begins. No billing-hour surprises. You know what you'll pay before we start.
Koala CPA is in the same firm. Entity selection, trust taxation, and estate planning decisions are made with your full tax picture in the room.
Your attorney, CPA, and insurance specialist work together. No referral network. No playing telephone. One coordinated team.
No. Legal services are completely independent of any other Koala services. You are never required to use affiliated services to engage Koala Law. That said, clients who are part of the broader Koala ecosystem benefit from a coordinated team — your attorney, advisor, and CPA actively sharing context on your behalf. Most clients who come to us independently choose to consolidate over time once they see how the coordination works in practice.
Most estate planning work is priced at a flat fee disclosed before we begin. A standard estate plan includes a revocable living trust, pour-over will, durable power of attorney, advance health care directive, trust certification, and trust funding guidance. Pricing varies based on the complexity of your situation — number of properties, business interests, special circumstances. We discuss scope and price in your initial consultation so there are no surprises. View our full pricing guide for starting prices across all service areas.
A standard Koala Law estate plan includes: a revocable living trust, pour-over will(s), durable power of attorney, advance health care directive, trust certification, guidance on trust funding, and a review of your beneficiary designations coordinated with your Koala team. Reasonable revisions during the drafting process are included in the flat fee.
Yes. We handle business entity formation (LLC, S-Corp, C-Corp), operating agreements, shareholder agreements, buy-sell agreements, and business succession planning. Entity selection is coordinated with Koala CPA to ensure your legal structure and tax treatment are aligned from day one — not drafted in isolation and corrected later.
A standard estate plan typically takes three to six weeks from initial consultation to signed documents, depending on the complexity of your situation and your responsiveness during the review process. More complex matters — irrevocable trust planning, multi-entity business structures, or special needs provisions — take longer. We'll set clear expectations during your first meeting.
Most estate attorneys draft documents without visibility into your financial life. At Koala Law, your attorney shares a client view with your CPA. Trust funding is coordinated — not left to you to figure out. When your estate plan changes, your CPA knows about it immediately. When your tax situation shifts, your estate documents are reviewed for consistency. That's not how the industry typically works. It's how it should work.
Bring it. A review of your existing documents is often the most valuable starting point. We assess whether your trust is properly funded, whether beneficiary designations align with your documents, whether your business structure has changed in ways that affect your plan, and whether tax law changes have created planning opportunities or risks. Many clients discover gaps in plans drafted years ago that nobody has reviewed since.
A 30-minute conversation at no obligation. Tell us about your situation and we'll connect you with the right attorney. We follow up within 1 business day.
Thank you for reaching out. A member of the Koala Law team will be in touch within 1 business day.
Return HomeMost of our services are offered at clear, predictable flat fees. No billing-hour surprises.
View Full Pricing Guide