Meier Law Firm

What Meier Law Firm does

Meier Law Firm is a Newport Beach, California-based estate planning law practice serving families, seniors, and special-needs households throughout California. Founded and led by Laura Meier and Joshua Meier, the firm concentrates exclusively on estate planning, wills, trusts, trust administration, probate, conservatorship, special needs planning, and Catholic estate planning, with both in-person consultations at its Fashion Island office and California-wide virtual meetings via online-scheduled Initial Planning Sessions. The firm has built a content-led go-to-market anchored by three published books by Laura Meier ('Good Parents Worry Great Parents Plan,' 'Guided By Grace,' and 'The Family Nest Egg'), a blog and workshop library, and earned media in Forbes, NBC News, FOX, ABC, and CBS, supplemented by a professional-referral channel targeting CPAs, financial advisors, and other attorneys.

The firm's only proprietary technical product is the Private Retirement Trust (PRT), an asset-protection structure built on California Section 704.115 that converts exposed retirement assets to exempt status while preserving beneficial lifetime interests, delivered in partnership with Trust-CFO. Aside from the PRT, the firm operates a traditional professional-services model with clear flat fees disclosed upfront following a free initial consultation, and emphasizes an ongoing 'family trust attorney for life' relationship rather than transactional one-off engagements.

Revenue is generated from professional-services fees for estate planning engagements, supplemented by sales of authored books. The client base is highly distributed across individual families and seniors, with 450+ five-star reviews on Google and Yelp reflecting cumulative client volume rather than any single anchor account. The firm employs 19–20 staff including five attorneys, a director of operations, paralegals, client services, and operations support, and is founder-owned with no institutional investors, parent holding company, or disclosed funding.

Name

Meier Law Firm

Legal name

Meier Law Firm

Website

https://meierfirm.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Meier Law Firm is a Newport Beach, California estate planning law firm serving individual families, seniors, and special-needs households across California with wills, trusts, probate, and a proprietary Private Retirement Trust product.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Estate & Probate Administration Services (FSAEAKAD), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Estate planning services
• Trust administration
• Probate representation
• Special needs planning
• Asset protection trusts

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Estate Planning Legal Services: The firm generates revenue through professional legal fees for estate planning services including creation of wills, trusts, probate representation, trust administration, conservatorship, special needs planning, and Catholic estate planning. Fees are described as clear flat fees disclosed before services begin.
2. Private Retirement Trust Services: Services related to establishing and administering Private Retirement Trusts, offered in partnership with Trust-CFO.
3. Educational Products: Revenue from sale of authored books including 'The Family Nest Egg' available on Amazon, and 'Guided By Grace'. Free downloads available for some titles like 'Good Parents Worry, Great Parents Plan'.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Meier Law Firm provides California-focused estate planning legal services for families and individuals, including wills, revocable and irrevocable trusts, trust administration, probate representation, conservatorship, and special needs planning. The firm also delivers faith-based Catholic estate planning and a proprietary Private Retirement Trust (PRT) for asset protection, complemented by educational workshops and authored books.

Product overview

Meier Law Firm is a Newport Beach, California estate planning law firm offering a comprehensive suite of legal services. The core offering centers on estate planning and administration services including Wills, Trusts, Trust Administration, Probate, Special Needs Planning, Conservatorship, and Catholic Estate Planning. The firm also offers a proprietary Private Retirement Trust (PRT) product for California asset protection. Educational offerings include live workshops and three published books (Good Parents Worry Great Parents Plan, Guided By Grace, and The Family Nest Egg). The firm is led by founders Laura Meier and Joshua Meier and serves clients throughout California with both virtual and in-person appointments.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning service for California families and individuals that bundles wills, trusts, powers of attorney, and healthcare directives into a coordinated plan. Designed to protect loved ones, avoid probate, and provide long-term peace of mind.
• Wills Last will and testament preparation service that formalizes beneficiary designations, guardianship for minor children, and funeral wishes for California clients.
• Trusts Trust drafting and administration service offering revocable living trusts and irrevocable trusts to help California clients avoid probate, maintain privacy, and protect assets.
• Trust Administration Post-death trust administration service guiding trustees through the legal process of managing and distributing trust assets in accordance with the trust terms and California law.
• Probate Court-supervised probate representation for California estates that did not pass through trusts or joint ownership, assisting families through the California probate process.
• Special Needs and Legal Planning Special needs planning service that drafts special needs trusts to provide for disabled beneficiaries without disqualifying them from means-tested government benefits. Targeted at California families with disabled children or adult dependents.
• Conservatorship Conservatorship legal service that establishes court-ordered authority over young adults with disabilities who cannot independently handle daily physical, social, medical, or financial care.
• Catholic Estate Planning Faith-based estate planning service that integrates Catholic teachings from the Holy Bible, the Catechism of the Catholic Church, and USCCB guidance into wills, trusts, and beneficiary designations.
• Private Retirement Trust (PRT) Proprietary asset-protection trust that uses California statute Section 704.115 to convert exposed retirement assets to exempt assets, offering immediate asset protection without irrevocably giving up control, in partnership with Trust-CFO.
• Educational Workshops Live and virtual educational workshop series on estate planning topics such as 'Basic Estate Planning: Wills, Trusts, and Peace of Mind' and '10 Legal Protections for Children with Special Needs,' offered to individuals, schools, and corporate event hosts.
• Good Parents Worry, Great Parents Plan (book) Free downloadable book authored by Laura Meier that walks parents through the legal and practical steps required to protect their children from foster care, courtrooms, and loss of inheritance.
• Guided By Grace (book) Book authored by Laura Meier that guides Catholic families through building estate plans aligned with the Holy Bible, the Catechism of the Catholic Church, and USCCB teachings.
• The Family Nest Egg (book) Book authored by Laura Meier and endorsed by Shark Tank investor Barbara Corcoran, providing parents with tools for budgeting, investing, and preparing for financial crisis to secure their family's long-term financial future.

Quantifiable outcome

• Probate avoidance saves families approximately 5% of estate value in California
• +2 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Trust-CFOcoreStrategic or Co-development PartnerPartnership to provide Private Retirement Trust (PRT) services to California clients. Trust-CFO provides the infrastructure and expertise for implementing PRT strategies while Meier Law Firm offers legal counsel and estate planning services.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Trust & Will: Online estate planning platform that lets consumers create wills, trusts, and estate plans without an attorney. Competes with Meier Law Firm on the same core product (wills, trusts) but at lower price points and with a tech-enabled delivery model.
• FreeWill: Online platform for creating legally valid wills at no cost, often used by nonprofits and financial institutions. Targets the same low-end estate planning buyer as Meier but with a self-serve model.
• Snug: Online estate planning service that pairs technology with on-call attorney support for will and trust creation. Directly competes with Meier's will and trust offerings with a hybrid tech-plus-attorney delivery model.
• Wealth.com: Estate planning platform built for financial advisors that automates will and trust document generation. Competes indirectly with Meier by serving the same end-clients through advisor channels, particularly relevant given Meier's stated CPA/financial advisor referral network.
• LawDepot: Online legal document service offering customizable will, trust, and estate planning templates for self-serve customers. Targets the same DIY estate planning buyer as Meier's entry-level offerings.
• Nolo: Long-standing legal information and document service offering wills, trusts, and estate planning resources with attorney directories. Competes with Meier on the consumer research and document-preparation layer of estate planning.
• CunninghamLegal: California-based estate planning law firm specializing in living trusts, probate, and trust administration. Closely comparable traditional law firm peer operating in the same California regulatory environment with similar service mix.

Broad incumbents

• LegalZoom: Large online legal services platform offering wills, trusts, business formation, and other legal documents. Competes with Meier in the basic estate planning category as part of a much broader legal services portfolio.
• Rocket Lawyer: Subscription-based online legal services platform offering document creation, including wills and basic estate planning, alongside attorney consultations. Overlaps with Meier's core offerings as part of a broader legal services catalog.

Emerging players

• Cake (Forethought): End-of-life planning platform that helps families navigate estate planning, funeral planning, and probate. Adjacent to Meier's offerings with a consumer-focused tech approach to a related workflow.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/meier-law-firm

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Meier Law Firm