How one California wealth strategist delivers senior-partner depth at franchise-scale pricing — with Genesis as the research and drafting engine behind every matter.
Genesis is an AI research and drafting platform built by Day 7 Public Benefit Corporation. It does not practice law, give legal advice, or communicate with clients. Genesis assembles research, generates first drafts, and monitors legislative changes — all under the direction and professional judgment of the Principal Wealth Strategist.
You are a California wealth strategist who delivers senior-partner-grade work at franchise-scale pricing. The model is clean: Vince handles every client relationship, every professional decision, every signing ceremony. Genesis handles research assembly, first-pass drafting, legislative monitoring, and document preparation. Day 7 PBC built and maintains the platform.
There is no law firm overhead. No partner meetings. No billable-hour target distorting what gets recommended. One professional. One platform. Every matter priced upfront so the client knows what they are paying before a single page is drafted.
California professional. Fixed-price where possible, transparent always. You meet every client, review every draft, sign every instrument, and carry the professional responsibility for every matter that leaves your desk.
10 research verticals, 58 prompts, 15 packages. Genesis assembles research from primary sources, generates first-pass drafts, and monitors California legislative changes continuously. It does not give advice. It does not sign. It does not talk to clients.
California Public Benefit Corporation. Commercial mission: make one wealth strategist productive at the level of a ten-partner firm. Day 7 built Genesis, maintains it, and charges a per-matter platform fee. Day 7 does not practice law and has no client relationship.
| Step | Vince | Genesis | Day 7 PBC |
|---|---|---|---|
| Client intake | Meets client, determines needs, selects tier | Provides intake questionnaire template | Maintains platform |
| Research | Reviews research output, adds professional judgment | Assembles research from 10 verticals, cites primary sources | Updates research library |
| Drafting | Reviews, revises, and finalizes every document | Generates first-pass drafts from research output | Maintains drafting engine |
| Client delivery | Presents documents, answers questions, conducts signing | No client contact | No client contact |
| Post-signing | Monitors client relationship, annual review | Monitors legislative changes, flags compliance issues | Maintains monitoring engine |
Vince is the practice. Genesis is the engine. Day 7 is the manufacturer. The client sees Vince and only Vince.
Three fixed-price tiers cover approximately 90% of California estate-planning work. The client picks a tier based on complexity. Vince confirms the fit. The fee is disclosed upfront and does not change unless scope changes with the client’s written approval.
| Client Profile | Recommended Tier | Why This Tier Fits |
|---|---|---|
| Young couple, one home, no business | Foundation | Straightforward estate plan covers their needs today; upgrade later as complexity grows |
| Family with 2–3 CA properties, small business | Shield | Asset protection + Prop 13/19 strategy needed for multi-property families |
| Retired professional, $3M+ estate, charitable goals | Shield or Legacy | SLAT/IDGT/ILIT territory once estate exceeds exemption thresholds |
| Multi-generational family, properties in 2+ states | Legacy | Dynasty language, multi-state review, and family governance required |
| Restaurant/retail family, succession planning | Shield or Legacy | Business succession + real-property asset protection in a single engagement |
Every client knows the total cost before a single page is drafted. No surprise invoices. No billable-hour anxiety. No scope creep without a written amendment. The fixed-price model builds trust from the first conversation — and trust is the only thing a wealth strategist actually sells.
The revenue split is between two parties: Vince’s practice and the Genesis platform. No third-party attorney split. No middleman. No percentage to a referral network. Client pays Vince. Vince’s practice retains approximately 70% of every engagement. Genesis charges approximately 30% as a platform fee.
| Tier | Client Pays | Vince’s Practice Revenue | Genesis Platform Fee | Your Effective Margin |
|---|---|---|---|---|
| Foundation (low) | $3,500 | ~$2,450 | ~$1,050 | ~70% |
| Foundation (high) | $6,000 | ~$4,200 | ~$1,800 | ~70% |
| Shield (low) | $7,500 | ~$5,250 | ~$2,250 | ~70% |
| Shield (high) | $15,000 | ~$10,500 | ~$4,500 | ~70% |
| Legacy (low) | $15,000 | ~$10,500 | ~$4,500 | ~70% |
| Legacy (high) | $40,000+ | ~$28,000+ | ~$12,000+ | ~70% |
| Scenario | Mix | Quarterly Client Revenue | Vince’s Practice Revenue |
|---|---|---|---|
| Conservative | 7 Foundation + 2 Shield + 1 Legacy | ~$74,500 | ~$52,150 |
| Balanced | 4 Foundation + 4 Shield + 2 Legacy | ~$92,000 | ~$64,400 |
| Growth | 2 Foundation + 5 Shield + 3 Legacy | ~$118,500 | ~$82,950 |
Three matters per month, balanced across tiers, puts Vince’s practice at $150,000–$200,000+ in annual revenue — with no associates, no office lease, no partner draw, and no billable-hour pressure. The Genesis platform fee is the only overhead beyond standard professional costs (E&O insurance, continuing education, notary fees).
At five matters per month, the numbers exceed $250,000 annually. At that volume, the question shifts from “Can I afford to do this?” to “Do I want to hire a part-time assistant?”
| Provider | Comparable Work | Price Range | Depth |
|---|---|---|---|
| Anderson / Coons network | Asset-protection trusts, LLCs, entity planning | $25,000–$65,000 | National network, high overhead |
| Local SoCal boutique firms | Estate plans, land trusts, business succession | $15,000–$40,000 | Varies widely by partner |
| Vince + Genesis | Same work, same depth, fixed pricing | $3,500–$40,000 | 58-prompt research library, continuous monitoring |
| LegalZoom / online services | Template trusts and wills | $199–$599 | No customization, no California-specific strategy |
A family that would pay $25,000–$40,000 at a traditional firm for an asset-protection trust with LLC formation gets the same depth from Vince at $7,500–$15,000 — with faster turnaround, fixed pricing, and a single professional who knows their name. The research depth is not less. It is more. The difference is that the research engine does not bill by the hour.
Every matter follows the same five-step sequence. The steps do not change between tiers — only the depth and turnaround time change. Vince is the face of every step. Genesis works behind the scenes.
Referral comes in (paralegal, financial advisor, CPA, friend, or direct inquiry). Vince sends the intake form — a structured questionnaire tailored to the likely tier. Foundation intake: 20 questions. Shield: 35 questions. Legacy: 55 questions. The form collects family structure, property inventory, existing instruments, goals, and concerns.
The client completes the intake at their own pace. Vince reviews the responses, identifies the right tier, and confirms scope with the client before any work begins. If the matter falls outside the three tiers, Vince declines politely and refers to a specialist.
Genesis assembles research from the relevant verticals, generates first-pass drafts of every instrument, and produces a compliance brief covering California-specific issues (Prop 13/19, Garn-St. Germain, transfer-tax exemption, franchise-tax treatment). Vince reviews every page, applies professional judgment, revises as needed, and finalizes the documents.
Once scope is confirmed, Vince sends the engagement letter with the fixed fee. Standard terms: 50% retainer upfront, balance at signing. The fee is the fee — no hourly adjustments, no surprise invoices. If scope changes mid-engagement, Vince and the client agree in writing before any additional work is done.
Final documents are prepared. Vince conducts the signing ceremony (in person or via remote notarization). Deeds are recorded at the county recorder. The client receives a complete set of executed originals, digital copies, and a plain-English summary of what they signed and why.
The unauthorized-practice-of-law question is the first question any sophisticated professional will ask. The answer is structural, not aspirational: the division of labor is designed so Genesis never crosses the line.
| Activity | Vince | Genesis |
|---|---|---|
| Gives legal advice | Yes — this is the job | Never |
| Signs instruments | Yes — as Principal Wealth Strategist | Never |
| Communicates with clients | Yes — every interaction | Never |
| Decides which tier fits | Yes — professional judgment | Never |
| Represents a party | Yes — under engagement letter | Never |
| Assembles research | Reviews output | Yes — from primary sources |
| Generates first drafts | Revises and finalizes | Yes — for professional review |
| Monitors legislation | Receives briefs | Yes — continuously |
Genesis is a tool in Vince’s practice, the same way Westlaw is a tool in a litigator’s practice. The tool does research and produces drafts. The professional reviews, revises, applies judgment, and delivers. The tool does not meet clients, does not give advice, and does not sign anything. There is no gray area because the division was designed to eliminate gray area.
Referrals from paralegals, financial advisors, CPAs, insurance agents, and other professionals are the natural pipeline for this practice. The referral structure is simple: someone has a client who needs estate planning, they introduce that client to Vince. Vince handles everything from there.
A paralegal has a client whose estate plan is outdated. A CPA notices a client is exposed on Prop 13. A financial advisor realizes a client has no trust. The referrer reaches out to Vince.
A warm introduction — email, phone call, or in-person. The referrer introduces the client to Vince and steps aside. No complicated intake forms. No shared-access portals. Just a professional introduction.
Vince meets the client, determines the right tier, sends the intake form, and runs the matter through the standard workflow. The referrer does not participate in the engagement. The referrer does not review drafts. The referrer does not collect fees from the client.
Referral compensation is between Vince’s practice and the referrer — a standard marketing-services arrangement under California rules. The structure is no different from how a dentist pays a marketing consultant for patient introductions. Clean, simple, and within professional-conduct boundaries.
A paralegal working under a non-performing attorney sees quality work sitting on a desk collecting dust. The client deserves better. The paralegal knows it. But the paralegal cannot practice law. Vince can. The paralegal introduces the client to Vince, the client gets served, and the paralegal has a professional they can trust to do the work their own attorney would not.
| Referral Source | Why They Refer | Typical Client |
|---|---|---|
| Paralegals | Clean work sitting on a desk that their attorney will not pursue | Families needing estate plans, trust updates, asset protection |
| Financial advisors | Client has wealth but no estate plan; advisor cannot draft instruments | High-net-worth individuals, retirees, business owners |
| CPAs | Tax-planning clients who need trust structures for Prop 13/19 or estate-tax efficiency | Property owners, business succession, charitable planning |
| Insurance agents | Life insurance clients who need ILITs or trust-funded policies | Families with significant insurance positions |
| Real estate professionals | Clients buying/selling property who need trust structures or LLCs | Investors, families transferring property between generations |
These scenarios illustrate how the three-tier model plays out in practice. Names and details reflect real engagement profiles.
Tier: Shield · Fee: $11,500 · Turnaround: 8 business days
A paralegal referred a husband-and-wife restaurant family in the Central Valley. Two California properties — one commercial (the restaurant location), one residential. Existing will was 15 years old and did not mention the commercial property. No trust. No LLC. No Prop 13 strategy.
Vince met the clients, confirmed Shield tier, and sent the intake form. Genesis assembled research on Prop 13 preservation for the commercial property, Garn-St. Germain treatment for both properties, and an LLC analysis for the restaurant entity. First-pass drafts delivered to Vince in 3 days. Vince reviewed, revised the LLC operating agreement to reflect the family’s succession preferences, and conducted two sessions — one to present, one to sign.
Deliverables: Revocable living trust, pour-over will, land trust for the commercial property, CA LLC for the restaurant, Prop 13 strategy memo, grant deed, healthcare directives, powers of attorney, CPA memo, and funding worksheet.
Vince’s practice revenue: ~$8,050. Total Vince time: approximately 8 hours across 8 days.
Tier: Legacy · Fee: $28,000 · Turnaround: 23 business days
A CPA referred a client with three rental properties across two California counties. The client wanted asset protection, estate planning for a blended family (two sets of adult children), and a charitable giving structure. Existing estate plan was a bare-bones will from a discount online service.
Vince met the family, mapped the full picture, and confirmed Legacy tier. Genesis assembled research across five verticals: land trusts, LLC planning, irrevocable trusts, charitable structures, and multi-state compliance (one property was borderline on a county-line issue). First-pass drafts to Vince in 7 days. Vince conducted three review sessions with the family and one family meeting to walk through the governance memo.
Deliverables: Revocable living trust, SLAT for the blended-family structure, three land trusts (one per property), two LLCs, Donor-Advised Fund setup documents, family governance memo, grant deeds for all three properties, full compliance package, and a 3-year legislative monitoring commitment.
Vince’s practice revenue: ~$19,600. Total Vince time: approximately 22 hours across 23 days.
Tier: Foundation · Fee: $3,500 · Turnaround: 5 business days
A friend referred a retired schoolteacher in Bakersfield. One home, no business, straightforward family (two adult children). The client had no trust, no will, and no healthcare directive. She wanted to avoid probate, preserve her Prop 13 value, and make sure her children did not have to fight over a house while grieving.
Vince met her over coffee, confirmed Foundation tier, and sent the short intake form. Genesis produced first-pass drafts in 2 days. Vince reviewed, made minor adjustments to the guardian-nomination language, and conducted a single signing session at the client’s kitchen table.
Deliverables: Revocable living trust, pour-over will, durable power of attorney, advance healthcare directive, HIPAA authorization, trust funding worksheet, CPA memo.
Vince’s practice revenue: ~$2,450. Total Vince time: approximately 3 hours across 5 days.
The California estate-planning market has four tiers: big national networks, local boutique firms, solo practitioners, and online template services. Vince + Genesis occupies a fifth position that did not exist before: solo-practitioner pricing with senior-partner research depth.
Exhibit D — Competitive landscape| Provider | CA-Specific | Price Range | Turnaround | Research Depth | Continuous Monitoring |
|---|---|---|---|---|---|
| Anderson / Coons network | National focus, CA presence | $25K–$65K | 30–90 days | Partner-dependent | Rarely included |
| Local SoCal boutique | Yes | $15K–$40K | 21–60 days | Varies by firm | Ad hoc |
| Vince + Genesis | California-first | $3.5K–$40K | 5–21 days | 58 prompts, 15 packages, 10 verticals | Included (Legacy tier: 3 years) |
| Franchise networks | Template-based | $1.5K–$5K | 7–14 days | Minimal customization | Not included |
| LegalZoom / online | Generic templates | $199–$599 | Instant | No research, no customization | Not included |
Vince does not compete by cutting corners. The research depth is equal to or greater than what a $50K engagement at a traditional firm produces. The difference is that the research engine does not bill by the hour, does not take vacations, and does not need to be brought up to speed on California land-trust law because it has already read everything.
The client gets more depth at a lower price because the economics of a single practitioner plus a research platform are fundamentally different from the economics of a twelve-partner firm with an office in Century City.
You decline politely and refer to a specialist. The three-tier model covers approximately 90% of California estate-planning work. The remaining 10% — international tax treaties, complex litigation-driven restructuring, oil-and-gas royalty trusts — is better served by a specialist. Knowing when to say no is what makes the model trustworthy.
The fixed fee is disclosed upfront in the engagement letter before any work begins. The client signs the engagement letter before Genesis generates a single page. If the client wants to negotiate, that conversation happens before signing — not after. Post-engagement fee disputes are vanishingly rare when the price is fixed, disclosed, and agreed upon in writing at the outset.
Vince reviews everything. Every page. Every citation. Every clause. Genesis produces first-pass drafts, not final instruments. The professional judgment is human. If a Genesis draft contains an error — a misapplied statute, a formatting issue, an outdated case reference — Vince catches it in review and corrects it. The same way an associate’s first draft gets reviewed by the partner before it leaves the firm.
Vince carries errors-and-omissions (E&O) insurance appropriate for his practice. The Genesis platform does not practice law and does not carry malpractice insurance because it does not need it — it is a research and drafting tool, not a practitioner. Day 7 PBC carries standard commercial liability coverage for the platform itself.
Yes. The Genesis platform is extensible. If Vince identifies a client need that falls between tiers or represents a new market segment (e.g., a specialized agricultural-trust package for Central Valley farming families), a new tier or sub-package can be built on the platform. The research-vertical architecture is designed to grow with the practice.
Genesis monitors California legislation continuously. When a statute, regulation, or appellate decision changes in a way that affects existing instruments or the tier structure, Genesis produces a compliance brief and delivers it to Vince. Legacy-tier clients receive this monitoring for three years as part of their engagement. Shield-tier clients can add it as an annual subscription. The monitoring is not a promise to keep checking occasionally — it is automated and continuous.
Day 7 PBC has built 10 research verticals. Estate planning is one of them. The platform supports wealth-sovereignty planning, business succession, charitable structures, asset protection, and more. If Vince’s practice grows into adjacent areas, the research infrastructure already exists. No need to build from scratch.
Perfect. No contract is required for the first matter. Pick a client, run it through the workflow, and see the output before committing to anything. The platform fee for the first matter is the same as any other — but there is no subscription, no minimum volume, and no lock-in. If the first matter does not convince you, you walk away with a completed client engagement and no further obligation.
The model is designed to start small and prove itself. No upfront commitment. No annual contract. No minimum volume. Just one matter, one workflow, one result.
End of Practice Model overview. For questions, contact Carter Hill at Day 7 PBC.