Lee Law Office

What Lee Law Office does

Lee Law Office is a Nebraska-based estate planning law practice founded by Dennis P. Lee in 1988 (with the founder returning to private practice in 1987 after serving as general counsel to the Nebraska State Racing Commission). The firm concentrates exclusively on estate planning, probate administration, trust administration, and Medicaid planning for individuals and families in the Omaha metropolitan area and surrounding Nebraska region. It operates from a single office at 2433 S 130th Cir #300, Omaha, NE 68144, with a team of approximately 5-7 staff including a COO (Cathy Keller), Client Services Director (Michelle Newton), Marketing Director (Aaliyah Rayn), and Funding Professional (Kathy Irvin).

The firm's service portfolio spans 14+ specialty practice areas, including wills and trusts, business planning and asset protection, family-owned farm and ranch succession, IRA inheritance planning, LGBTQ+ estate planning, special needs planning, elder law and Medicaid planning, minor children planning, and pet planning. There is no proprietary technology platform; the firm operates as a traditional professional services practice, with the only embedded third-party tool being DocuBank membership, which provides 24/7 emergency access to advance directives. Revenue is generated through attorney fees and flat-fee estate plans paid by individual clients; pricing is not publicly disclosed.

The go-to-market approach is direct-to-consumer, relying on free educational seminars at local venues (Hampton Inn Aksarben, Beardmore Event Center), on-demand webinars, downloadable guides such as 'The Little Blue Book of Probate & Trust Administration in Nebraska', and a content-rich website supplemented by social media. The firm offers free initial consultations, complimentary document reviews, and free 3-5 year review meetings for existing clients through its Client Care Program, with no subscription or recurring fees on legal services. Customer segments are diverse but entirely individual/consumer, including families, business owners, family-owned farms and ranches, LGBTQ+ individuals, elderly/senior clients, families with special needs members, and parents of minor children.

Name

Lee Law Office

Legal name

Lee Law Office

Website

https://leelawoffice.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

1–10 employees

Short description

Lee Law Office is an Omaha, Nebraska estate planning law firm founded in 1988 by Dennis P. Lee, serving individuals and families with wills, trusts, probate, trust administration, Medicaid planning, and specialty services like farm succession and LGBTQ+ planning.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (54111), Legal Services (5411), All Other Legal Services (541199)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Estate & Probate Administration Services (FSAEAKAD), Estate Administration & Probate Services (FSAAANAE)

Keywords

• Estate planning services
• Probate administration
• Trust administration
• Medicaid planning
• Elder law services

Headquarters

HQ city

Omaha

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, Infrastructure

Revenue model

1. Estate Planning Legal Services: Attorney fees for comprehensive estate planning services including living trusts, wills, Medicaid planning, and asset protection strategies. Services are provided to individuals and families in Omaha and Nebraska.
2. Probate Administration Services: Legal representation during probate court proceedings for families settling estates of deceased loved ones.
3. Trust Administration Services: Ongoing legal counsel for trustees managing and distributing trust assets per trust document instructions.
4. Medicaid Planning Services: Elder law and Medicaid planning to help families protect assets while qualifying for long-term care benefits.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels11 records

Core offering

Lee Law Office is a private estate planning law firm providing legal services to individuals and families in Nebraska. Its core offerings include wills, revocable living trusts, probate administration, trust administration, Medicaid and elder law planning, business succession planning, and specialized estate planning for LGBTQ+ individuals, special needs families, and farm/ranch owners. The firm complements these paid legal services with free educational resources such as seminars, webinars, and downloadable guides to attract and convert clients.

Product overview

Lee Law Office is a single-firm legal practice offering a comprehensive portfolio of estate planning, probate, and elder law services. The core offering centers on wills and trusts as the foundational estate planning vehicle, supplemented by specialized practice areas including business planning and asset protection, family-owned business and farm succession planning, IRA inheritance planning, LGBTQ estate planning, special needs planning, and Medicaid planning. The firm provides free educational resources including estate planning seminars, on-demand webinars, downloadable guides such as the Little Blue Book of Probate & Trust Administration in Nebraska, and Elder Law Reports. Client-facing tools include complimentary DocuBank membership for advance directive storage and the Client Care Program offering periodic plan reviews. All services are delivered through in-person consultations and educational events in the Omaha, Nebraska area.

Differentiator

Problem solved

Functional benefit

Products and services

• Wills & Trusts Core estate planning service covering revocable living trusts, wills, lifetime gifting strategies, joint ownership arrangements, and beneficiary designations for managing assets during life and after death. Intended for individuals and families in Nebraska.
• Business Planning & Asset Protection

Quantifiable outcome

• Free seminars and consultations help generate leads and educate potential clients before conversion to paid services
• +1 more outcomes

Named customers2 records

Segments7 records

Ideal customer profiles6 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.

• Alzheimer's AssociationminorOthers · 12 October 2025Lee Law Office participates in Alzheimer's Association fundraising efforts, including donating and registering to walk with the team on October 12 (walk year 2025). The firm leads the fight against Alzheimer's as part of its community involvement.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Others

• DocuBank: DocuBank provides advance directive storage and emergency wallet cards and is offered complimentary to Lee Law Office clients. It is comparable as an enabling/adjacent product bundled into the firm's estate plans and represents the firm's documentation infrastructure partner.

Emerging players

• Wealth.com: Wealth.com is an estate planning platform for financial advisors and their high-net-worth clients, providing digital estate documents and beneficiary management. It is comparable because it is reshaping how estate planning is delivered and could disintermediate traditional firms like Lee Law Office from advisor referral pipelines.
• FreeWill: FreeWill is an online estate planning tool that lets users generate wills at no cost with optional attorney network referrals. It competes directly with Lee Law's free-resource lead generation model (Little Blue Book, seminars) and routes sophisticated users toward paid counsel — comparable consumer demographic.
• Trust & Will: Trust & Will is a digital-first estate planning platform offering online wills and trusts directly to consumers. It is comparable to Lee Law Office because it targets the same end-customer need (basic will/trust creation) at lower price points, representing the most direct disruptive threat to the firm's lower-complexity entry funnel.

Broad incumbents

• LegalZoom: LegalZoom is a large online legal services platform offering wills, trusts, business formation, and a wide range of legal documents. It competes for the same consumer estate-planning demand as Lee Law Office, especially for simple, low-cost matters, though it operates at far greater scale and with a broader portfolio.
• Northern Trust: Northern Trust is a large wealth management and trust services provider offering estate planning, trust administration, and fiduciary services. It is comparable to Lee Law Office in the trust/estate administration service line but operates at far greater scale and primarily serves ultra-high-net-worth households.
• Bessemer Trust: Bessemer Trust is a multi-family office providing trust and estate administration, wealth planning, and investment management to high-net-worth families. It overlaps with Lee Law Office in estate/trust planning and administration but serves significantly larger estates and with a broader wealth-management portfolio.
• Rocket Lawyer: Rocket Lawyer is a subscription-based online legal service offering wills, business documents, and on-demand attorney access. It competes with Lee Law Office for the same small-business and consumer estate-planning customers via a low-cost, technology-enabled model.

Direct peers

• CunninghamLegal: CunninghamLegal is a California-based estate planning law firm focused on living trusts, probate, and elder law for individuals and families. It is directly comparable to Lee Law Office in service mix, consumer-direct marketing approach, and specialization in living trusts and Medicaid-style asset protection.
• Heritage Estate Planning Law Firm: Heritage Law Center is a mid-size estate planning law firm focused on wills, trusts, probate, and elder law in a regional U.S. market. It is directly comparable to Lee Law Office in service mix, target client (individuals/families), and business model (consumer-facing estate planning seminars and educational content).

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@LeeLawOfficeNE
• Facebookfacebook.com/LeeLawOffice
• LinkedInlinkedin.com/company/lee-law-offices-p.-c.
• Instagraminstagram.com/leelawoffice/?hl=en
• Pinterestpinterest.com/LeeLawOfficeNE
• Xx.com/leelawoffice3

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Lee Law Office