BBB Accredited Business Profile

(844) 687-3782

6 years in business
405 East D Street
Suite 112
Petaluma, CA 94952
Fax Numbers
  • (707) 559-5174
Additional Phone Numbers
  • (707) 324-0185
Additional Email Addresses
BBB File Opened: 01/11/2012
Business Started: 05/13/2011
Business Started Locally: 05/13/2011
Business Incorporated: 05/13/2011 in CA
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Russell Albright, President
Business Category
  • Estate Planning and Management
  • Investment Advisory Services
  • Legal Document Help

Products & Services
We offer Online Plans for as little as $399, or a Complete California Revocable Living Trust and Estate Plan for $599.
Service Area
We service the following area(s): Antioch, CA
Alternate Business Names
  • Albright Investment Management LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
Methods of Payment
  • Visa, MasterCard, American Express, PayPal, Check, Cash
Refund & Exchange Policy: 
30 Day Money Back Guarantee
BBB accredited business



Our company is committed to providing a practical solution for all your estate planning needs at an affordable price. We draft a custom estate plan specifically for you and your family. Each Trust is thoroughly reviewed for completeness and quality assurance.  We can amend and restate your existing trust or get a Complete California Revocable Living Trust and Estate Plan.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

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S: Closed
Su: Closed
H: Closed

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.


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