The Hale Law Firm

What The Hale Law Firm does

The Hale Law Firm, P.C. is a Texas professional corporation founded in 2009 and headquartered in Waxahachie, operating as a wealth management and asset protection planning law firm. It delivers legal services across elder law, Medicaid planning, estate planning, wills and trusts, probate, guardianship, long-term care planning, VA Aid and Attendance, and an adjunct business law line covering entity formation, commercial real estate, and general counsel for small businesses. The practice is organized around a three-pronged Medicaid implementation model in which licensed social workers (Elder Care Coordinators), Medicaid Case Developers, and Elder Law Attorneys coordinate nursing home placement, eligibility documentation, and application filing with the Texas Health and Human Services Commission.

The firm serves individual elderly clients, family caregivers, retirement planners, wartime veterans, and small business owners across the Dallas-Fort Worth metroplex through five physical offices in Waxahachie, Dallas, Fort Worth, Arlington, and Plano, supplemented by phone and toll-free consultations. Its business model is professional services billing on a quote-based, per-engagement structure with a free initial consultation and explicit emphasis on long-term client relationships, including recurring Medicaid re-certification and trust administration work. Marketing is driven by content/SEO, professional referrals from healthcare providers and financial advisors, community education, and third-party recognition including SuperLawyers 2019 and the Newsweek Elder Law Leaders Showcase.

The firm reports handling over 1,000 nursing home Medicaid applicants cumulatively in Texas and approximately 300 new Medicaid clients annually, with stated outcomes of protecting 60-100% of client assets including homes and businesses. Headcount is reported in the 1-10 range, and the firm is independently operated with no disclosed parent, investors, or funding history.

Name

The Hale Law Firm

Legal name

The Hale Law Firm, P.C.

Website

https://thehalelawfirm.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

The Hale Law Firm is a Texas-based elder law and estate planning practice serving elderly individuals, family caregivers, and small business owners across the DFW metroplex through five offices, with core focus on Medicaid planning, asset protection, and trust-based wealth advisory services.

Ownership category

akta.pro rank

Product category

Legal Services - Elder Law and Estate Planning

NAICS

Offices of Lawyers (54111), Other Legal Services (54119)

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHAAAK

Family & Private Client (Trusts & Estates) Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

SECONDARYFSAEAKAC

Estate Planning & Trust Structuring Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAAADAF

Estate Planning, Trust Structuring & Governance

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAEAKAF

Family Office Trust & Fiduciary Services

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYHSABAIAJ

Guardianship, POA & Legal/Advance Care Planning Coordination

Home & Personal Services/Elder Care & In-Home Care Services/Care Coordination & Geriatric Care Management

SECONDARYBPAHANAL

Estate, Gift & Trust Valuation

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services

Keywords

• Elder law services
• Estate planning
• Medicaid planning
• Asset protection
• Small business law

Headquarters

HQ city

Waxahachie

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Legal Services - Elder Law and Medicaid Planning: The firm provides legal services for Medicaid planning, elder law, wills, trusts, estate planning, probate, guardianship, long-term care planning, and VA Aid and Attendance benefits. Services are billed through consultations and ongoing legal representation with a pricing structure that encourages long-term client relationships.
2. Estate and Wealth Advisory Services: Services include wealth advisory, trust administration, asset protection planning, tax planning, and business formations. These generate revenue through legal fees for document preparation, ongoing counsel, and transactional work.
3. Business Law Services: The firm handles entity formation, commercial real estate transactions, business purchases and sales, and general counsel services for small businesses in retail, restaurants, construction, and real estate investment sectors.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

The Hale Law Firm is a Texas-based legal practice that provides elder law, estate planning, Medicaid planning, asset protection, and small business legal services to individuals, families, caregivers, veterans, and business owners. The firm combines a three-pronged elder law approach with broader planning and business counsel, delivered through direct attorney consultations from its Waxahachie office.

Product overview

The Hale Law Firm is a wealth management and asset protection planning law firm offering comprehensive legal services primarily focused on elder law, estate planning, and Medicaid planning. The firm operates a multi-pronged service model centered on its core practice areas: Elder Law (including Medicaid Planning, Long-Term Care Planning, VA Aid and Attendance, Senior Housing Options, and Guardianship), Wills/Trusts and Estate Planning, Wealth Advisory Services (including Trust Administration, Asset Protection Planning, and Tax Planning), Probate and Estate Administration, and Business Law (including Entity Formation, Commercial Real Estate, Business Transactions, and General Counsel Services). The firm also provides specialized services such as Marital Property Agreements and Litigation support. The practice is built on a systematic approach combining attorneys, licensed social workers (Elder Care Coordinators), and Medicaid Case Developers to deliver comprehensive client service.

Differentiator

Problem solved

Functional benefit

Products and services

• Elder Law Services Comprehensive elder law counsel for older adults and their families, addressing aging-related legal issues, long-term care planning, and protection of assets against nursing home costs. Delivered as part of the firm's three-pronged elder law approach.
• Estate Planning
• Medicaid Planning
• Asset Protection
• Veterans' Benefits Planning
• Small Business Legal Services

Quantifiable outcome

• Protect 60-100% of clients' assets including homes and businesses through Medicaid planning
• +2 more outcomes

Named customers3 records

Segments5 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.

• Texas Department of Health and Human Services Commission (HHSC)coreOthersThe firm interacts with HHSC for Medicaid applications on behalf of clients. HHSC caseworkers, supervisors, and regional attorneys are involved in Medicaid eligibility determinations. The firm appeals adverse case actions before fair hearings officers and files briefs for administrative review when necessary. This is a regulatory/government relationship required for Medicaid planning practice.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Trust & Will: Online estate planning platform offering wills, trusts, and related documents at flat fees. Targets the same end-customer estate planning need as The Hale Law Firm but via a tech-enabled, low-touch model; competes most directly for simpler, lower-complexity matters.
• Wealth.com: Estate planning software platform serving financial advisors and wealth managers. Adjacent rather than directly competitive — competes for the same end clients via the advisor channel that also feeds the firm referrals.
• FreeWill: Online will and estate planning tool offered free to consumers, with a B2B channel partnering with nonprofits and financial institutions. Competes for the simpler end of the firm's estate planning pipeline.
• Vanilla: Digital estate planning platform offering wills, trusts, and healthcare directives. Targets the same consumer estate planning need with a streamlined, lower-cost model.
• Snug: Online estate planning marketplace connecting consumers with estate planning attorneys and offering flat-fee planning packages. Hybrid model that competes in the same customer segment as traditional elder law and estate planning firms.

Broad incumbents

• LegalZoom: Large online legal services platform offering wills, LLC formation, and a wide range of legal documents. Provides overlapping estate planning and small business formation services to mass-market consumers, complementing and competing with the firm's transactional work.
• Rocket Lawyer: Subscription-based online legal services platform offering documents and on-demand attorney consultations. Overlaps with the firm on wills, business formation, and basic legal matters, serving small businesses and individuals.

Regional players

• Rad Law Firm: Texas-based elder law and estate planning firm serving similar Medicaid planning and asset protection needs for Texas families. Operates in the same regional market with comparable service offerings.
• Cottle & Company: Texas estate planning and probate firm offering wills, trusts, and estate administration services. Comparable in practice mix and Texas regional focus, though with less emphasis on Medicaid planning.
• Haiman Hocate & Hogue: Texas estate planning and elder law firm with overlapping practice areas including Medicaid planning, wills, and trusts. Competes for the same DFW-area senior and family caregiver client base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/TheHaleLawFirm
• LinkedInlinkedin.com/company/the-hale-law-firm-p.c.

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Hale Law Firm