Schomer Estate & Wealth Advisors

What Schomer Estate & Wealth Advisors does

Schomer Estate & Wealth Advisors is a privately held professional law corporation headquartered in El Segundo, California, operating since 2009 across Los Angeles and Orange Counties. The firm delivers estate planning, probate, trust administration, elder law, conservatorship, and trust/probate litigation services to high-net-worth individuals and families, supplemented by specialized practices for family-owned businesses, LGBTQ individuals, seniors needing Medi-Cal planning, and young families. Investment advisory services are offered through an Investment Adviser Representative relationship with Integrity Advisory Solutions, LLC, a SEC-registered investment adviser, enabling the firm to integrate wealth management with legal estate planning. The firm employs 11+ staff including three attorneys (Scott P. Schomer, Bradley R. Kleihege, Julia Unger), a CFO, an Operations Director, a Client Service Manager, and three or more paralegals, with backgrounds spanning Goldman Sachs, Morgan Stanley, Sidley & Austin, and the Los Angeles District Attorney's Office.

The practice runs on a consultative professional services model with hourly and fixed-fee legal billing, structured around a proprietary 5-Meeting System that takes clients from estate plan design through document drafting and trust funding. Client acquisition is driven primarily through free educational seminars and webinars, downloadable resources (worksheet, savings calculator, topical reports), an SEO-optimized FAQ library of 30+ estate planning topics, and a multi-platform social media presence. There is no proprietary technology platform; the firm uses ActionStep.com for case and document management. Notable credentials include Managing Partner Scott P. Schomer's State Bar of California certified specialist designation in Estate Planning, Trust & Probate Law, Life Member status in the Multi-Million Dollar Advocates Forum, repeated California Super Lawyer nominations, Five Star Wealth Manager recognition, and documented verdicts and settlements exceeding $25 million.

Revenue is not disclosed and the firm has not raised external capital; ownership appears concentrated in the founder/Managing Partner. Investment advisory fees flow through the Integrity Advisory Solutions relationship rather than direct AUM, so the wealth management offering is layered onto legal billing rather than operating as a stand-alone product. Geographic reach remains confined to Southern California, and there are no second offices, subsidiaries, or M&A activity indicated in the source materials.

Name

Schomer Estate & Wealth Advisors

Legal name

Schomer Wealth Advisors, LLC

Website

https://schomerlawgroup.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Schomer Estate & Wealth Advisors is a privately held El Segundo, California law firm specializing in estate planning, probate, trust administration, elder law, and related litigation for high-net-worth individuals and families across Los Angeles and Orange Counties, with wealth advisory delivered via an Integrity Advisory Solutions partnership.

Ownership category

akta.pro rank

Product category

Estate Planning Law Services

NAICS

Offices of Lawyers (541110), Offices of Lawyers (54111), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Portfolio Management and Investment Advice (523940)

SIC

Services-Legal Services (8111), Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Estate & Legacy Planning Advisory (FSAEAAAG), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Personal & Family Trust Services (FSAAANAA), Tax-Aware Retirement & Estate Coordination (FSAEABAJ)

Keywords

• Estate planning services
• Probate administration
• Trust administration
• Elder law services
• Wealth advisory

Headquarters

HQ city

El Segundo

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, Others

Revenue model

1. Legal Services (Estate Planning, Probate, Trust Administration, Elder Law): Professional legal services billed at hourly rates or fixed fees for specific services. Services include estate planning, probate administration, trust administration, litigation, elder law, conservatorship, and business succession planning.
2. Investment Advisory Services: Investment advisory services offered through Integrity Advisory Solutions, LLC as an Investment Adviser Representative (IAR). Services include retirement planning, investment strategies, wealth transfer, income and tax planning, and asset protection coordination.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Schomer Estate & Wealth Advisors is a professional law corporation that provides estate planning, probate administration, trust administration, trust and estate litigation, and elder law services to individuals and families in Los Angeles and Orange Counties, California. The firm also offers investment advisory services through a partnership with Integrity Advisory Solutions, LLC, enabling an integrated legal-and-wealth-advisory client experience centered on a proprietary 5-Meeting System.

Product overview

Schomer Estate & Wealth Advisors is a professional law corporation specializing in estate planning, probate, trust administration, and elder law services in Los Angeles and Orange County, California. The firm operates as a unified service offering rather than a platform architecture, providing a comprehensive suite of legal services centered on estate planning (Legacy Estate Planning), wealth management advisory (Four Pillars Approach), probate services, trust administration, and litigation support. The core offerings include specialized services for family businesses, LGBTQ individuals, young families, and seniors requiring Medi-Cal planning or elder law support. The firm supplements its legal services with free digital tools including a Probate Savings Calculator, Estate Planning Worksheet, educational seminars/webinars, and special reports. Investment advisory services are provided through a partnership with Integrity Advisory Solutions, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Legacy Estate Planning Comprehensive estate planning services to protect assets, ensure seamless transfer of property and money, and provide for heirs through wills, trusts, and strategic tax planning, designed for individuals and families seeking legacy planning.
• Estate & Wealth Advisors (Four Pillars Approach) Integrated financial and estate planning approach following a Four Pillars investment strategy covering stocks and bonds, global diversification, rebalancing, and tax minimization, delivered through the firm's partnership with Integrity Advisory Solutions, LLC.
• Probate Services Legal assistance with California probate proceedings including petition filing, will validation, asset inventory, creditor notification, debt payment, and asset distribution, for families of decedents navigating the California probate courts.
• Trust Administration Trust creation and administration services including guidance on revocable and irrevocable trusts, Medi-Cal eligibility planning, beneficiary protection, and asset management, for trustees and beneficiaries administering California trusts.
• Trust, Probate and Estate Litigation Litigation services for trust validity challenges, will contests, executor/trustee removal, elder abuse claims, and estate dispute resolution, for parties involved in contested trust, probate, and estate matters.
• Family-Owned Businesses & Farms Planning Business succession planning, asset protection, and estate planning services for family businesses and farms to prevent loss due to estate taxes, litigation, or generational transition, designed for family business owners and farmers.
• LGBTQ Estate Planning Estate planning services addressing unique legal challenges for LGBTQ individuals including partnership rights, guardianship, adoption, property ownership, and inheritance issues, for LGBTQ individuals and couples.
• Loss of a Loved One Support Legal support services for surviving family members including probate court navigation, trust administration, will challenges, and estate settlement assistance, for recently bereaved families.
• Power of Attorney Creation of durable power of attorney and healthcare power of attorney to designate agents for financial and medical decision-making during incapacity, for individuals planning for potential incapacity.
• SECURE Act Planning IRA and retirement planning advisory addressing SECURE Act changes including required minimum distribution age increases and 10-year IRA withdrawal rules for non-spousal beneficiaries, for retirement account holders and beneficiaries.
• Medi-Cal Planning Long-term care financing planning to help seniors qualify for Medi-Cal benefits while protecting assets from nursing home and assisted living costs, for seniors and their families facing long-term care decisions.
• Asset Protection & Business Planning Business structure selection, asset protection strategies, succession planning, and contract negotiation services to protect personal and business assets, for business owners and individuals seeking creditor protection.
• Estate and Gift Tax Planning Federal and California state estate and gift tax planning services utilizing applicable exclusions, annual gift exclusions, and generation-skipping tax exemptions, for individuals with taxable estates and gifts.
• Young Families Estate Planning Estate planning services for young families including guardian designation, minor children's care planning, retirement and education savings, and incapacity planning, for parents of minor children.
• Elder Law Services Comprehensive elder law services including Medi-Cal planning, healthcare directives, conservatorship, elder abuse protection, and long-term care planning, for seniors and their families.
• Conservatorship Services Legal assistance with conservatorship proceedings including petition filing, conservator appointment, and alternatives to conservatorship such as trusts and powers of attorney, for families and individuals needing court-appointed decision-makers.
• Free Estate Planning Worksheet Complimentary downloadable worksheet to help individuals organize estate planning information and take first steps toward creating a comprehensive estate plan.
• Free Seminars/Webinars Educational estate planning seminars and webinars offered free to the public covering topics like trust creation, asset protection, and retirement planning.
• Probate & Estate Planning Savings Calculator Free online calculator to estimate California probate fees based on estate value, following statutory attorney and executor fee schedules.

Quantifiable outcome

• Verdicts and settlements in excess of $25 million for clients
• +2 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered strategic and minor.

• American Academy of Estate Planning AttorneysstrategicStrategic or Co-development PartnerThe American Academy of Estate Planning Attorneys is a national organization established in 1992 dedicated to promoting excellence in estate planning. The Academy provides members with up-to-date research on estate and tax planning, educational materials, and continuing legal education (over 40 hours annually). The Academy has been recognized as a consumer legal source by Money Magazine and Suze Orman.
• FINRA (BrokerCheck)minorOthersThe firm's background is verifiable through FINRA's BrokerCheck system, providing regulatory transparency for investment advisory services offered through Integrity Advisory Solutions.

Scale indicators4 records

Recent moves1 record

Expansion highlights5 records

Emerging players

• Trust & Will: Direct-to-consumer online estate planning platform providing wills and trusts via guided software. An emerging digital competitor that targets the same SMB and mass-affluent segments as Schomer's lower-end services.
• LegalZoom: Online legal services platform offering wills, trusts, and LLC formation at lower price points. Represents the DIY/digital alternative Schomer's marketing rebuts, and a key competitive threat to entry-level estate planning work.

Broad incumbents

• MassMutual: Major insurance and financial services firm offering estate planning, retirement planning, and wealth transfer services through financial professionals. A broad incumbent with overlapping estate and wealth advisory capabilities for HNW individuals.
• Mariner Wealth Advisors: Large national RIA providing wealth advisory, estate planning coordination, and family office services. Comparable through its integrated wealth management and estate planning offering — similar to Schomer's partnership-based Four Pillars model but at much greater scale.
• Northwestern Mutual: Large established financial services firm with integrated life insurance, wealth management, and estate planning services. Comparable as a broad incumbent serving HNW clients with both financial and legacy planning — overlapping with Schomer's wealth advisory and estate planning combination.

Direct peers

• RMO Law LLP: California-based law firm providing estate planning, business succession, and wealth transfer services to HNW clients. Directly comparable in service mix, HNW focus, and California geographic scope.
• Wright Estate Planning Law: A California-based estate planning law firm serving LA-area clients with comparable services including wills, trusts, probate, and elder law. Most directly comparable due to similar geographic focus, service mix, and target client base.
• Aldrich Law Firm: California estate planning and elder law firm specializing in wills, trusts, probate, and conservatorships. Overlaps directly with Schomer's service portfolio and California-specific expertise.
• Weintraub Zolkin Talerico: California-based law firm focused on estate planning, trust and estate administration, and trust/probate litigation. Closely comparable given the dual planning and litigation capability similar to Schomer.
• Heritage Law: California estate planning and elder law firm offering trusts, probate, Medi-Cal planning, and asset protection. Comparable to Schomer in service breadth, niche focus on elder law, and California geographic concentration.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SchomerLawGroup
• YouTubeyoutube.com/SchomerLawGroup
• Facebookfacebook.com/SchomerLawGroup
• LinkedInlinkedin.com/company/schomer-law-group
• Instagraminstagram.com/schomerlawgroup
• Pinterestpinterest.com/schomerlawgroup/schomer-law-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Schomer Estate & Wealth Advisors