The Elderlaw Firm

What The Elderlaw Firm does

The Elderlaw Firm is a privately-held, founder-owned law practice based in Greensboro, North Carolina, specializing exclusively in elder law, estate planning, and related wealth-protection services for seniors and their families in the Piedmont Triad region. Founded by Certified Elder Law Attorney Dennis Toman, the firm offers a core service set spanning estate planning (wills, trusts, powers of attorney), probate and trust administration, wealth protection planning, long-term care and Medicaid eligibility planning, VA Aid and Attendance benefits, dementia and Alzheimer's planning, elder care navigation, special needs consulting, and guardianship. The firm reports having served more than 4,000 Greensboro-area families over 20+ years and operates from a single office at 403 W Fisher Ave.

The underlying operating model is a partner-led professional services practice supported by two additional attorneys (Mike Casterlow, Laura P. Sloane), an Executive Director (Miriam E. Biber, hired 2019), a Director of Medicaid Benefits (Ellen H. Jones), a Director of Marketing, client engagement managers, care coordinators, a paralegal, and a marketing assistant. Revenue is generated through professional services billings on a pay-as-you-go basis, with no subscription or recurring product model. No proprietary technology platform, API, or AI capability is described; the practice is built on attorney expertise, regulatory knowledge of North Carolina Medicaid and VA benefit rules, and human-led client engagement.

The go-to-market is event-driven and referral-driven rather than digital-led. The firm acquires clients through free in-person seminars, free phone consultations, free case evaluations, published books and guides used as lead magnets, an email newsletter, community speaking engagements, and a professional referral network anchored by an annual Time Out Workshop for social workers, case managers, discharge planners, and nursing home administrators. Marketing channels include a website blog, Facebook, Instagram, and direct outreach to retirement centers, churches, and civic groups. The firm serves seniors and aging adults as the primary segment, with secondary segments of veterans and surviving spouses, families affected by dementia, and families navigating probate or estate settlement.

Name

The Elderlaw Firm

Legal name

The Elderlaw Firm

Website

https://elderlawfirm.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

The Elderlaw Firm is a privately-held, founder-owned elder law and estate planning practice in Greensboro, North Carolina, serving seniors, veterans, and families in the Piedmont Triad with wills, trusts, Medicaid planning, probate, and VA Aid and Attendance services.

Ownership category

akta.pro rank

Product category

Elder Law and Estate Planning Services

NAICS

Offices of Lawyers (541110), Legal Services (5411), Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Estate Administration & Probate Services (FSAAANAE), Elder Services & Aging Support (BPAGAEAF), Chronic Care & Complex Care Management (HSABAIAD), Real Estate & Construction Law (BPAHAAAE)

Keywords

• Elder law services
• Estate planning
• Medicaid planning
• Probate administration
• Wealth protection planning

Headquarters

HQ city

Greensboro

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, Others

Revenue model

1. Legal Consultation Services: The firm generates revenue through billable legal consultations and legal services related to estate planning, elder law, Medicaid planning, trust administration, probate, and veteran benefits. Services are provided on a professional services basis with consultation fees and legal representation rates.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

The Elderlaw Firm provides specialized elder law and estate planning legal services to individuals and families in Greensboro, NC and the surrounding North Carolina Piedmont Triad region. Its core services include drafting wills, trusts, and powers of attorney, Medicaid and long-term care planning, probate and trust administration, Veterans Aid and Attendance benefit qualification, dementia and Alzheimer's planning, special needs consulting, and guardianship representation. The firm supports these services with free phone consultations, free in-person seminars, and a library of free educational books and guides.

Product overview

The Elderlaw Firm is a Greensboro, NC-based elder law and estate planning practice offering a comprehensive suite of legal services centered on protecting families and their assets. The core offerings include estate planning (wills, trusts, powers of attorney), probate and trust administration, wealth protection planning, long-term care and Medicaid planning, dementia/Alzheimer's planning, veteran's aid and attendance, elder care navigation, special needs consulting, and guardianship services. The firm is led by Certified Elder Law Attorney Dennis Toman and provides educational resources including published books ("Protect Your Family! Don't Write a Blank Check to the Nur$ing Home," "Hope For Caregivers," "Seven Steps To Handling Your Loved One's Estate," "You're Not Alone" dementia series), free guides (Family and Financial Organizer, Medicaid Magnet), and seminars (Estate Planning for Long-Term Care seminars, Time Out Workshop for professionals). The practice positions itself as a local, specialized elder law firm rather than a technology platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning

Quantifiable outcome

• Over 4000 families served in Greensboro area

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Carolina Aging AllianceminorStrategic or Co-development PartnerAttorney Mike Casterlow serves on the Carolina Aging Alliance Board, indicating professional collaboration in the aging services sector. This partnership supports community outreach and professional networking in the senior care ecosystem.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Elder Law Associates PA: Regional elder law and estate planning firm offering similar Medicaid planning, VA benefits, and estate administration services. Direct peer in the Carolinas-style local elder law niche with comparable service breadth and educational-marketing approach.
• Brookfield Elder Law LLC: Smaller elder law and estate planning practice serving a single regional market. Comparable in service mix (Medicaid planning, estate planning, probate) and reliance on a founder-led CELA-equivalent team.
• Swanson & Associates Elder Law: Elder law and estate planning firm with similar seminar-driven and book-driven marketing model in a single regional market. Directly comparable in client base (seniors and families) and service scope.
• Estate Planning & Elder Law Firm of John B. D'Amato: Solo or small-team elder law and estate planning practice serving a single regional market. Comparable as a local CELA-style specialist competing for the same North Carolina–style senior client base.
• Marshall, Parker & Associates: Multi-office elder law and estate planning firm with comparable service line (Medicaid planning, VA benefits, estate administration). A direct peer in scale and model, operating across multiple Pennsylvania markets.
• Huffman & Randolph Elder Law & Estate Planning: Regional elder law and estate planning firm offering Medicaid planning, VA benefits, and probate services. Comparable as a multi-attorney CELA-led practice in a single regional market.
• Fischer Legal Group: Elder law, estate planning, and Medicaid planning firm with a similar seminar-led marketing approach and free consultation offer. Comparable in client acquisition motion and service scope.
• Estate Law Partners: Estate planning and elder law boutique serving affluent seniors and families. Comparable in service mix (wills, trusts, Medicaid planning) and reliance on educational content marketing.
• Cordell Planning Partners: Elder law and special needs planning firm offering comparable Medicaid and VA planning services with a seminar-driven acquisition model. Direct peer in specialization and target customer.

Emerging players

• Wealth.com: Digital estate planning platform that automates wills, trusts, and related documents for consumers and advisors. An emerging competitor that addresses the same estate planning need at lower cost and could pressure traditional firms on entry-level engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/elderlawNC
• Instagraminstagram.com/theelderlawfirm
• LinkedInlinkedin.com/company/the-elderlaw-firm

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 The Elderlaw Firm