BRANDCORE.IO×LIVING TRUST EXPRESS

Private website & growth proposal · 31 October 2026

Peace of mind,
made easy to find.

Flat, published fees. Three Central California offices. A published LDA registration and a founder who has worked in the legal industry since 1988. The service is already clear. The website is where families still have to work to find it.

$750single living-trust package, published
3offices, plus online meetings
1988Carl's start in the legal industry

Prepared by Karina Carillo
Client Success & Outreach · Brandcore

Estate Planning Portfolio

THE CLIENT'S ACTUAL MARK, AS A BOUND TRUST PORTFOLIOMove the pointer. Press Next to open it.

02 / The foundation · public record checked 31 October 2026

The hard part is already done.
The website is the gap.

Families do not need to be convinced that Living Trust Express is affordable or local. The published prices, the offices, the LDA credential and the client voices already do that work. The site just buries it.

Carl A. Knoll, founder of Living Trust Express, photographed for the company's public website — **Carl A. Knoll**Founder · LDA · Mediator

01

Flat fees, published

Living Trust Package $750 single / $850 married. Complete Estate Plan $1,150 / $1,250. The price is already a reason to call.

02

Three real offices

Arroyo Grande, Orcutt and Bakersfield, with phone, text, email and virtual meetings for families who prefer home.

03

Families already say it

Published testimonials describe a week-long estate plan and the relief of finally getting it done.

“I cannot tell you the Peace of Mind this has given us to have it done! Thank you.”

Sherri & George · Arroyo Grande

“I was able to use FaceTime to chat with Ashley. It was a breeze!”

Cindi · Arroyo Grande

SOURCE · published testimonials on livingtrustexpress.com and /virtual.html, captured 31 October 2026. Quoted verbatim; no testimonial was commissioned for this proposal.

03 / Site audit · six public pages checked 31 October 2026

The front door asks
families to work.

Six observable problems on livingtrustexpress.com. Not taste. Missing page structure, a phone number that cannot be tapped, no photography of the people or places, a storefront that goes nowhere, and a price advantage buried in a paragraph.

The live Living Trust Express homepage as captured on 31 October 2026 — Real homepage capture. Hover or tap a numbered pin to isolate its finding. 0 tel: links on the page; 1 image, the logo.

The live Contact Us page at a 390 pixel phone width, with all office phone numbers as plain text — Real homepage capture. Hover or tap a numbered pin to isolate its finding. 0 tel: links on the page; 1 image, the logo.

01

Zero H1s. A promise split in two.

All 6 public pages checked have 0 h1. The homepage promise is an h2 at 90px, joined by a zero-width space.

Priority 1SOURCE · homepage heading structure

02

Log In and Cart (0) go nowhere.

Both are href="#"; checkout returns HTTP 403. Storefront chrome sits ahead of the actual document service.

Priority 2SOURCE · header + checkout

03

No tap-to-call. Anywhere.

0 tel: links across six pages. Contact Us prints 6 phone numbers as plain text; a phone visitor must copy and dial.

Priority 1SOURCE · /contact-us

04

The homepage has one image: the logo.

No family, founder, office or document photographs. Services uses 4 stock images, including a Shutterstock file.

Priority 2SOURCE · homepage img count 1 · /services 4

05

Four tracking IDs. Two dead scripts.

Two retired Universal Analytics properties, one GA4 tag and one Ads tag. Two third-party scripts returned HTTP 500 during capture.

Priority 2SOURCE · page head

06

The best asset is one sentence.

$750–$1,250 packages sit inside a single paragraph. There is no comparison, no consultation path, only a general contact form.

Priority 1SOURCE · package pricing

04 / The gap · an illustrative first five minutes

At 9:40 PM, the answer
is in a footer.

A daughter in Bakersfield is helping her mother plan. She has a phone, a search box and twenty minutes before bed. The packages are real and the price is good. The path from that search to a person is not.

The current livingtrustexpress.com homepage rendered at a 390 pixel phone width — CURRENT SITE · 390PX · REAL CAPTURE
At 390px the hero fills the screen: **90px** type, a hamburger and a cart. No branch, no price, no phone until after a scroll.

TODAY

Six steps, two dead ends

01Search “living trust Bakersfield” on a phone.
02Open a 90px hero and a collapsed menu.
03Scroll past benefits and two testimonials.
04Find the office line as plain text in the footer.
05Copy the number or open a general contact form.
06Never see a package comparison or a time to talk.

Outcome: the family does the work the website should have done.

PROPOSED

Three steps, one conversation

01Compare the two flat-fee packages, single or married.
02Pick the nearest office or a video meeting.
03Request a 20-minute conversation — or tap to call.

Outcome: the price, the place and the person are visible before the first call.

This is an illustrative family-journey moment, not a real client record or a claim about any individual. The site mechanics it depicts — the 90px mobile hero, the plain-text phone numbers and the general contact form — are the observed live-site facts on the previous slide.

05 / The flagship · interactive website concept

A front door as clear
as the fees.

A complete concept for livingtrustexpress.com: two packages side by side, the three offices, a virtual option and a real 20-minute conversation. Every tab, price toggle and time slot below is working HTML — not a screenshot.

livingtrustexpress.com / concept LIVE CONCEPT

(805) 365-0070

The Metro Centre sign at 1701 Westwind Drive, home of the Bakersfield office

ARROYO GRANDE · ORCUTT · BAKERSFIELD · ONLINE

Peace of mind, without the paperwork maze.

Flat-fee living trusts and estate plans, prepared with a real person on the Central Coast or by video from home.

Call Bakersfield

Two published packagesPUBLISHED FLAT FEES

Living Trust Package $750 single

Complete Estate Plan $1,150 single

LDA #270 as published Since 1988 in the legal industry 3 offices + video Illustrative concept · content subject to Carl's approval

MOBILE CONCEPT · 390PX

The price first.
Then a real person.

01Two packages, not a paragraph.
02Tap-to-call on every office line.
03One visible path to a conversation.

ARROYO GRANDE · ORCUTT · BAKERSFIELD

What does peace of mind cost?

Living Trust · $750 Estate Plan · $1,150 Married pricing

Call (805) 365-0070 Illustrative concept. No request is sent.

Published pricesLiving Trust $750/$850. Estate Plan $1,150/$1,250. Compared side by side, single or married.

Three officesArroyo Grande, Orcutt and Bakersfield — each with a tap-to-call line and a video option.

Real next stepAn illustrative 20-minute consultation slot, not a general contact form.

06 / The system · what Brandcore builds

Six pillars.
One clear front door.

Not a brochure with a contact form. The site, the package comparison, three local profiles, the education library, the reviews and the follow-through — each with a named owner and a visible outcome.

01

Website architecture

A real page for each service, both packages, every office and the online option. Proper headings, readable type and a tap-to-call line on every screen.

OUTCOMEThe price and the nearest office are visible in the first screen.

02

Package clarity

Living Trust and Complete Estate Plan, single or married, with the published inclusions and the $200 add-on documents. The price advantage becomes the reason to call.

OUTCOMEFamilies compare instead of hunting through a paragraph.

03

Local search for three offices

Google Business Profile setup or cleanup for Arroyo Grande, Orcutt and Bakersfield, consistent name/address/phone data and direction links from each office page.

OUTCOMEOne practice, three credible local presences.

04

Document-first content

Plain-language explainers built from the existing FAQ: what a living trust does, what it does not do, what an estate plan adds, when to update it. Client-approved, never legal advice.

OUTCOMEFamilies arrive at the call already informed.

05

Reviews & follow-through

A simple, approved way to invite honest reviews after a completed document set, plus a response library and a monthly look at what families actually ask.

OUTCOMEMore of the real client experience becomes visible.

06

Growth partnership

One accountable Brandcore partner, a working session each month, a plain-language report and a rolling 60-day plan tied to Carl's actual priorities.

OUTCOMEThe site keeps improving after launch day.

07 / The proof · United Facilities Group

Proof, not
a promise.

A real Brandcore rebuild for a commercial facilities company: ufgworks.com. Same business, same services — now with one clear headline, a visible service hierarchy and a contact path that does not hide.

United Facilities Group website after the Brandcore rebuild — **Drag the handle** or use the arrow keys. Both images are real project captures. ufgworks.com

United Facilities Group website before the Brandcore rebuild — **Drag the handle** or use the arrow keys. Both images are real project captures. ufgworks.com

WHAT CHANGED

01
A first screen that states the offer.
Not a stock hero with a buried menu. The service and the next step are visible immediately.
02
A service hierarchy built for buyers.
Capabilities are grouped the way a facilities buyer searches, not the way an internal org chart is drawn.
03
One unmistakable contact action.
The quote path is a real destination with a visible label, not a line in a footer.
04
A system that can be extended.
The rebuild used a repeatable page and component system that can extend to future services and locations.

This is a design and structure comparison. No traffic, conversion, ranking or revenue metric is claimed.

08 / The roadmap · proposed sequence

Three days. Seven days.
Sixty days of follow-through.

A concrete path from a working session to a launched site and a growth rhythm. Timing begins only after scope, content and Carl's approvals are confirmed. No launch date is promised before those are in hand.

3DAYSDays 1–3

PHASE 01 · ALIGN

Packages, offices and approvals

01Working session with Karina and Carl.
02Confirm the two packages, inclusions and published prices.
03Confirm office details, hours, form routing and LDA disclosure.

OUTPUTApproved sitemap, package copy and office data.

OWNER · Brandcore + CarlNEEDED · approved copy and office facts

7DAYSDays 4–10

PHASE 02 · BUILD & LAUNCH

Custom website build

01Design and build across desktop, tablet and phone.
02Package comparison, three office pages, video option and tap-to-call.
03Accessibility, readability, link and launch checks before the domain moves.

OUTPUTA responsive site, working concept interactions and launch QA.

OWNER · BrandcoreNEEDED · photo and content approvals

60DAYSDays 11–70

PHASE 03 · GROW

Three-office local presence

01Google Business Profiles and local citation cleanup for each office.
02Approved content from the existing FAQ and client questions.
03Monthly review: what changed, what is next, what Carl must approve.

OUTPUTThree office profiles, 60 days of content and a monthly report.

OWNER · Brandcore + CarlNEEDED · one reviewer and office access

LAUNCH DAYDay 10, after approvals FIRST REVIEWDay 30 GROWTH REVIEWDay 60 YOUR TIMEOne working session + approvals

09 / The engagement · scope, not a price list

Three ways
to deploy.

The right scope depends on how much of the growth Carl wants to own. Every option starts with a 20-minute scope call and a written fixed-fee quote. No dollar figure is invented here.

OPTION A

Front Door

For the practice that needs the website fixed properly.

5–7 page custom website
Package comparison and service pages
Three office pages with tap-to-call
Consultation request concept
Mobile-first responsive build
Analytics and call tracking
One revision round before launch
Launch QA and handover

BEST FORA clean, credible relaunch with Carl's team running it afterwards.

RECOMMENDED

OPTION B

Three-Office Authority

For a practice that wants the website and the local presence to work together.

Everything in Front Door
Three Google Business Profiles
Google Business Profile photos and posts
60-day content and FAQ plan
Approved review request workflow
Monthly working session and plain-language report

BEST FOROne accountable partner across site, search and follow-through.

OPTION C

Growth Partnership

For the practice that wants a standing growth function, not a project.

Everything in Three-Office Authority
Ongoing content, search and profile work
Quarterly page and content production
Priority updates and new pages
Quarterly strategy review
One named Brandcore lead

BEST FORA long-horizon relationship with continuous improvement after launch.

THE COMMERCIAL TERMS

Every engagement begins with a 20-minute scope call, a written fixed-fee quote and a clear list of what Carl supplies. No retainer, hourly rate, ranking, revenue or legal outcome is stated in this proposal.

10 / The next step · a 20-minute walkthrough

The service already earns the trust.
The website should too.

Karina can walk Carl through the audit, the working concept and the scope — then leave the practice with a clear decision, not a generic pitch.

YOUR BRANDCORE PARTNER

Karina Carillo

Client Success & Outreach · Brandcore

Your published prices and personal approach already give families a clear starting point. I would like to help make the website say the same thing — from the first search to the first conversation.

EMAILkarina@brandcore.io DIRECT(669) 310-0800 OFFICE(669) 281-0188

San Francisco Bay Area Sales Solutions

Prepared for Carl A. Knoll · Living Trust Express · Arroyo Grande · Orcutt · Bakersfield

CHOOSE A WALKTHROUGH TIME

Let's talk.

Choose a weekday between 9 AM and 5 PM Pacific. The button opens an unsent email draft; nothing is booked until Karina confirms by reply.

Preferred date Pacific Preferred time Pacific

Email Karina your preferred time

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WHAT WE'LL COVER

01The audit and the live site
02The working website concept
03Scope, timing and the next step

Peace of mind,made easy to find.