View Legal

What View Legal does

View Legal is an Australian specialist law firm founded in 2014 in Brisbane by Matthew Burgess and Naomi Arnold, focused on tax, structuring, asset protection, and estate and succession planning. The company operates a virtual, no-permanent-office model and serves customers Australia-wide across all eight states and territories, organised around an adviser-facilitated service model in which financial planners, accountants, lawyers, and risk advisers deliver estate planning solutions to their end clients using View Legal's infrastructure. Its core platform is the Adviser Facilitated Estate Planning Platform, a web-based system structured around a 3-step process (membership enrolment, value positioning with customers, and selection of the appropriate estate plan) with step-by-step checklists, decision matrices, free review workflow tools, and an accompanying View Communities online adviser portal. The offering is extended through eight iOS applications (estate planning, estate administration, directors duties, business succession, SMSF, BDBN, Memorandum of Directions, and a master 'All Apps' app), complemented by a substantial content and education programme of 25+ published books, 110+ podcast episodes, recurring webinars, and the founder's professional speaking engagements.

Revenue is generated through multiple streams: adviser community membership subscriptions (stated at less than A$10 per week), fixed-price service level packages across estate planning, BDBN, trust succession, and probate (with at least three tiers each and an SPS - Service and Price Satisfaction - guarantee), educational book and reference guide sales (A$9.95 to A$135.00 inc. GST), and webinars and events ranging from free to A$2,995. Service delivery follows four models: Bespoke Referral, Adviser Facilitated, In-house Legal Counsel, and Documentation Only, giving advisers flexibility in their level of involvement. Customer concentration is intentionally distributed across four primary adviser segments (financial planners, accountants, non-specialist lawyers, risk advisers) plus downstream end-customer segments including SMSF trustees and ultra-high-net-wealth families, all reached through the community-led, content-driven go-to-market that has produced rank-1 industry recognitions (Doyles 2015 and 2017) for the founder.

Name

View Legal

Legal name

View Legal Pty Ltd

Website

https://viewlegal.com.au

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

View Legal is an Australian specialist law firm that delivers tax, structuring, asset protection, and estate planning services through an adviser-facilitated platform serving financial planners, accountants, and lawyers nationwide.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (54111), Legal Services (5411), Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Estate Administration & Probate Services (FSAAANAE), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Estate planning law
• Legal advisory services
• Adviser community platform
• Wills and succession
• Trusts and asset protection

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Adviser Membership Subscriptions: Advisers pay subscription fees to access the View community platform, tools, frameworks, and resources. The company states access to the platform costs less than $10 per week for advisers, providing turnkey solutions for delivering estate planning to customers.
2. Fixed-Price Legal Service Packages: At least 3 fixed price service level package alternatives are offered for estate planning, trust succession, BDBN, and probate services. All pricing is provided upfront with service guaranteed on an agreed scope of work. End customers pay for legal documentation and advice services through this model.
3. Educational Publications and Books: Sale of books and reference guides covering estate planning, trusts, SMSFs, business succession, superannuation, and asset protection topics. Books are priced from $9.95 to $135.00 inc. GST with various formats available.
4. Webinar and Event Access: Revenue from webinar registrations and events covering estate planning topics, business model iteration, and professional development. Some webinars are free while others range from $275 to $2,995.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels10 records

Core offering

View Legal is a specialist Australian law firm that delivers holistic estate planning legal services and a web-based adviser-facilitated platform enabling financial planners, accountants, and lawyers to provide wills, trusts, asset protection, succession planning, BDBN, superannuation, and probate solutions to their clients. The firm offers fixed-price service packages backed by an SPS (Service and Price Satisfaction) Guarantee, supported by the View Communities online portal, eight iOS apps, and an extensive library of books, webinars, and podcasts.

Product overview

View Legal is a specialist Australian law firm offering a platform-plus-services model for holistic estate planning and related legal solutions. The core offering is the Adviser Facilitated Estate Planning Platform—a web-based system enabling financial planners, accountants, and lawyers to deliver estate planning through a structured 3-step process. This platform is supported by the View Communities online adviser portal with decision matrices and toolkits, multiple iOS applications (Estate Planning, Estate Administration, Directors Duties, Business Succession, SMSF, BDBN, MoD, and Master All Apps), and a comprehensive book publication program covering SMSFs, deceased estates, business succession, trust taxation, and blended family planning. The company also provides webinar education series, podcasts, professional speaking services, and business model consulting. Solution tiers include Bespoke Referral, Adviser Facilitated, Inhouse Legal Counsel, and Documentation Only.

Differentiator

Problem solved

Functional benefit

Products and services

• Adviser Facilitated Estate Planning Platform A web-based platform enabling financial planners, accountants, and lawyers to deliver holistic estate planning solutions to their clients through a 3-step process: choose membership, position value with customers, and select appropriate estate plans with step-by-step checklists.
• Online Solutions Portal

Quantifiable outcome

• Advisers can access turnkey estate planning solutions and start delivering value immediately upon joining the community
• +2 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• B1G1 (Business for Good)minorOthersView Legal has partnered with B1G1, an organisation that assists businesses in giving back to the community. For every online service purchased from View Legal, a portion of proceeds is used to make real impacts including educating children in Bali, supporting women and children in India, fitting out school classrooms in Cambodia, and providing water to people in Ethiopia.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• LegalVision: Australian online legal services firm providing fixed-price legal solutions to businesses and individuals. Highly comparable to View Legal's virtual, fixed-price, technology-enabled model, though LegalVision serves a broader commercial law base rather than specialising in estate planning.
• Lawpath: Australian online legal platform offering fixed-price legal documents, lawyer matching, and subscription legal services. Comparable to View Legal in its technology-mediated, fixed-price approach to delivering legal work, though Lawpath's focus is broader small-business and consumer legal needs.
• Sprintlaw: Australian online law firm delivering fixed-price commercial legal services through a digital platform. Comparable to View Legal's technology-enabled, fixed-price law firm model, with a similar target market of small businesses and advisers.
• Trust & Will: US-based online estate planning platform offering wills, trusts, and estate documents through a digital experience. Highly comparable in product and technology approach, though operating in the US market and via a direct-to-consumer model rather than through advisers.

Broad incumbents

• Equity Trustees: Long-established Australian provider of trustee, estate administration, and wealth services. Comparable to View Legal on the estate administration and trust services side, but operates as a broad incumbent across wealth management rather than as an adviser-facing platform.
• Perpetual Limited: Major Australian financial services group with a substantial trustee, estate planning, and wealth management business. Comparable in the estate planning and trust services space, but as a large diversified incumbent rather than a specialist adviser-facilitated platform.
• State Trustees Victoria: Victorian government-owned trustee and estate administration organisation offering wills, powers of attorney, and estate management. Comparable in estate administration and trustee services, but as a state-owned incumbent rather than a private adviser platform.
• LegalZoom: Large US online legal services platform offering wills, business formation, and other legal documents at fixed prices. Comparable in the technology-enabled fixed-price legal delivery model, though much broader in scope and consumer-direct rather than adviser-mediated.

Emerging players

• Wealth.com: US-based estate planning platform built specifically for financial advisers to deliver estate plans to their clients. Highly comparable to View Legal's adviser-facilitated model, and represents a direct competitive template as View considers international expansion.
• BlueRock: Australian multi-discipline professional services firm combining legal, accounting, and wealth advisory. Comparable as a modern, fixed-fee Australian professional services business, though BlueRock is broader and follows an integrated firm model rather than a platform approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/view_legal
• YouTubeyoutube.com/channel/UCRFkXEQ_l6z29cRolRCu93Q
• LinkedInlinkedin.com/company/3830203

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 View Legal