The Estate Planning Law Center
- Company typePrivate
- Founded1990
- HeadquartersCalabasas, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
The Estate Planning Law Center firmographics
Firmographics- Name
- The Estate Planning Law Center
- Legal name
- The Estate Planning & Elder Law Firm
- Website
- https://myestateplanlawyer.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
The Estate Planning Law Center industry classification
Industry- Product category
- Estate Planning and Elder Law Legal Services
- NAICS
- Offices of Lawyers (541110), Legal Services (5411), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Services-Legal Services (8111)
- akta.pro industry
- Family & Private Client (Trusts & Estates) LawEstate Planning & Trust Structuring AdvisoryFinancial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate AdvisoryTrust & Estate Tax Planning & ComplianceFinancial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate AdvisoryPrivate Wealth Planning (Tax, Estate & Succession)
Keywords
Where The Estate Planning Law Center is headquartered
LocationHeadquarters
- HQ city
- Calabasas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Estate Planning Law Center business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Legal Consultation Services: Free initial 15-minute consultation calls to assess client needs and determine fit. Billable legal services for estate planning, elder law, Medi-Cal planning, asset protection, trust administration, and probate matters.
- Estate Planning Legal Services: Comprehensive estate planning services including revocable living trusts, pour-over wills, powers of attorney, healthcare directives, trust funding, and ongoing plan maintenance. Revenue generated through legal fees for document preparation, implementation, and periodic reviews.
- Medi-Cal Planning Services: Legal planning for Medi-Cal eligibility and long-term care cost protection, including crisis planning, asset protection strategies, and application support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free initial consultation |
| One time/ perpetual license | Multi-year contract | Estate planning services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
The Estate Planning Law Center product offering
Product offeringCore offering
The Estate Planning Law Center is a solo law firm that provides estate planning, elder law, and Medi-Cal planning services to individuals and families in Southern California. The firm drafts wills, trusts, powers of attorney, advance directives, and asset protection instruments, and advises clients on long-term care and Medi-Cal eligibility matters. Service is delivered through direct attorney-client engagements led by founder Richard M. Seff.
Product overview
The Estate Planning & Elder Law Firm is a legal services practice offering a comprehensive portfolio of estate planning, elder law, and asset protection services for California families. The firm provides foundational estate planning built around revocable living trusts, pour-over wills, powers of attorney, and healthcare directives, supplemented by specialized trust structures (Special Needs Trust, Personal Asset Trust™, IRA Inheritance Trust, MAPT), advanced planning strategies (Family LLC, irrevocable trusts, estate tax reduction), and Medi-Cal planning including both proactive and crisis services. All plans include full implementation with an Estate Plan Portfolio Binder. The firm serves the West Valley and broader Los Angeles and Ventura County area from its Woodland Hills office.
Differentiator
Problem solved
Functional benefit
Products and services
- Estate Planning Comprehensive estate planning services for individuals and families, including the drafting of wills, revocable living trusts, irrevocable trusts, powers of attorney, and advance healthcare directives tailored to each client's family and financial situation.
- Elder Law Services Legal services addressing the needs of seniors and their families, including incapacity planning, long-term care decision-making, conservatorship guidance, and coordination with healthcare and benefit programs.
- Medi-Cal Planning Specialized planning to help clients qualify for California Medi-Cal coverage of nursing home or long-term care costs while preserving family assets through asset protection strategies, spousal impoverishment protections, and compliant gifting or trust restructuring.
- Asset Protection Planning Legal strategies to shield client assets from potential creditors, lawsuits, long-term care costs, and other claims, typically implemented through trusts and other lawful protective structures.
Quantifiable outcome
- Probate avoidance saves approximately $46,000 in combined statutory fees on a $1 million estate in California
- +2 more outcomes
Companies that use The Estate Planning Law Center
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles1 record
The Estate Planning Law Center technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
The Estate Planning Law Center partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
The Estate Planning Law Center competitors and assessment
Company assessmentDirect peers
- LegalZoom: Online legal services platform offering wills, living trusts, and estate planning documents at low price points. Directly competes with the firm for California middle-market families seeking faster, cheaper alternatives to a traditional attorney-led plan.
- Rocket Lawyer: Subscription-based online legal services platform with wills, trusts, and estate planning documents. Competes on price and convenience for the same California middle-market families considering whether to engage a traditional estate planning attorney.
- Trust & Will: Online estate planning platform focused on wills, trusts, and probate avoidance for consumers. Competes head-to-head with this firm on California homeowners in the same middle-market segment where the firm sells revocable living trusts.
- FreeWill: Free online will and estate planning tool that has expanded into attorney-supported offerings. Competes for the same top-of-funnel California families via simple, low-cost document preparation versus the firm's full-service engagement.
Others
- ElderCounsel: Membership organization for elder law and estate planning attorneys, of which the firm is a member. Functions as a peer network and knowledge base rather than a competitor, but its members represent the universe of similar specialty practices nationwide.
- WealthCounsel: Membership and document-assembly network for estate planning attorneys. The firm is a WealthCounsel member and benefits from its drafting systems; WealthCounsel is a peer in the sense that it shapes the competitive supply of estate planning attorneys and tooling.
Emerging players
- Wealth.com: Estate and wealth planning software platform serving financial advisors and RIAs. While it sells to advisors rather than consumers, it competes for the same end-client estate planning spend that this firm monetizes through attorney fees.
- Vanilla: Estate planning technology provider offering digital estate planning solutions to financial advisors. Adjacent rather than direct, but it is changing how advisor-channel clients receive estate plans, potentially diverting referrals that might otherwise go to firms like this one.
Regional players
- Law Office of David B. Strycher (and similar CA solo estate planning firms): Representative Southern California solo/small estate planning and elder law practices that compete for the same high-net-worth homeowners, Medi-Cal crisis clients, and Prop 19 planning demand within the broader LA market.
- Medi-Cal Planning Partners (regional CA elder law firms): Specialty California elder law and Medi-Cal planning practices offering MAPT, crisis planning, and asset protection. Direct competition for the firm's crisis Medi-Cal, MAPT, and long-term care asset protection engagements within California.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
The Estate Planning Law Center social profiles
Digital presenceThe Estate Planning Law Center financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Estate Planning Law Center leadership team
Management profileNumber of profiles
Profiles1 record
The Estate Planning Law Center funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Estate Planning Law Center M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Estate Planning Law Center
What does The Estate Planning Law Center do?
The Estate Planning Law Center is a solo law firm that provides estate planning, elder law, and Medi-Cal planning services to individuals and families in Southern California. The firm drafts wills, trusts, powers of attorney, advance directives, and asset protection instruments, and advises clients on long-term care and Medi-Cal eligibility matters. Service is delivered through direct attorney-client engagements led by founder Richard M. Seff.
Is The Estate Planning Law Center a public or private company?
The Estate Planning Law Center is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Estate Planning Law Center founded?
The Estate Planning Law Center was founded in 1990. It employs 11 to 50 people.
Where is The Estate Planning Law Center based?
The Estate Planning Law Center is headquartered in Calabasas, United States, in the North America region.
How does The Estate Planning Law Center make money?
Three revenue lines are on record. Legal Consultation Services are the primary driver. The others are estate Planning Legal Services and medi-Cal Planning Services.
Who are The Estate Planning Law Center's main competitors?
Direct peers on record are LegalZoom, Rocket Lawyer, Trust & Will and FreeWill. Others are ElderCounsel and WealthCounsel. Emerging players are Wealth.com and Vanilla. Regional players are Law Office of David B. Strycher (and similar CA solo estate planning firms) and Medi-Cal Planning Partners (regional CA elder law firms).
Does The Estate Planning Law Center have an API?
No public API is recorded for The Estate Planning Law Center.
What industry is The Estate Planning Law Center in?
The Estate Planning Law Center's product category is Estate Planning and Elder Law Legal Services. Its primary akta.pro industry code is BPAHAAAK, Family & Private Client (Trusts & Estates) Law, with a secondary code of FSAEAKAC, Estate Planning & Trust Structuring Advisory. Its NAICS code is 541110 and its SIC code is 8111.