Estate planning that holds up when it matters.
Walnut Creek trust attorneys — four generations of Bay Area roots.
Four generations. One community.
California Trust and Legacy is a Walnut Creek estate planning firm built on four generations of Bay Area roots. We create living trusts, wills, and legacy plans for families across the Greater Bay Area and California.
Kelly Balamuth has practiced civil law continuously in Contra Costa County for thirty-two years, focused exclusively on trust and estate planning since 2020. Her father Barry was admitted to the California State Bar in 1972 and founded the firm in 1993. When you work with CTL, you work with Kelly directly — from your first consultation through your signed plan and beyond.
We don’t hand you off to a junior associate. We don’t rush you through a template. We listen, we build your plan carefully the first time, and we finish what we start — including the funding that most firms skip.
Three Tiers of Service
Built around your family — not the other way around.
Every plan includes the complete CTL process: design, draft, sign, fund, and a professionally produced LegacyView. The tier you choose just sets how far the protection reaches.
Foundation
Will, durable power of attorney, advance health care directive, HIPAA authorization, Guardianship & Minor Protection Plan, pet care provisions, signing ceremony, LegacyView, and a 3-year check-in.
Young families, smaller estates.
$3,000–6,000
Family
Everything in Foundation, plus a revocable living trust, funding assistance, charitable bequest coordination, dynasty trust considerations, real property coordination across counties and states, and a funding worksheet & checklist.
Single adults, families with children, blended families.
$6,000–9,000
Legacy
Everything in Family, plus full funding coordination. Legacy Circle membership is quoted separately or referred where appropriate.
High-net-worth families, business owners, busy people.
$10,000–13,000
Your family’s story matters.
Your estate plan protects your assets. Your LegacyView preserves who you are.
A filmed conversation — your voice, your stories, your message to the people who matter most. Delivered alongside your signed plan. Available to your family when they need it most.
No other Bay Area estate planning firm offers this.
1
Schedule a Consultation
Fifteen minutes with Kelly. No obligation, no sales pressure. She’ll listen to your situation and explain your options in plain English.
2
Build Your Plan
Through our signature planning meeting and design process, we capture every detail — family, assets, concerns, wishes — and build a plan that fits your life.
3
Sign, Fund, and Protect
Your plan is signed at our Walnut Creek office, your assets are properly funded into the trust, and your Legacy Circle membership keeps everything current as life changes.
Meet Kelly Balamuth
Few estate planning attorneys can say their own families have built, held, and passed property in local counties and cities such as Berkeley, Orinda, Moraga, Oakland, and San Francisco for four generations. Kelly Balamuth can. She has practiced civil law in Contra Costa County continuously for thirty-two years, focused exclusively on trust and estate planning since 2020. Her father Barry Balamuth was admitted to the California State Bar in 1972 and founded this firm in 1993 — the practice Kelly now leads.
The continuity matters: when you plan a legacy meant to outlast you, it helps to work with someone whose family has already done that here. You work with Kelly directly — not a junior associate, not a paralegal. Kelly.
Three ways to work with Kelly.
Pick the door that fits where you are. Each leads somewhere real.
Free · 15 minutes
Discovery Call
Fifteen minutes with Kelly to talk through where you are and what you’d like to plan. No fee, no pressure.
Schedule a Call2 hours · By appointment
Strategic Planning Session
A working session with Kelly to design your plan. Complimentary if you arrive with planning materials assembled — otherwise $750 for our team to organize them with you.
Book a Session$950 · Credits to your plan
Estate Plan Review
Already have a trust or will? Send it to us. Kelly reads it carefully before your meeting and gives you a clear picture of what still works and what needs to change.
Book a ReviewReady to protect what matters most?
Schedule a consultation with Kelly. Fifteen minutes, no obligation.
(925) 254-1234 · 1220 Oakland Blvd, Suite 220, Walnut Creek, CA 94596