Estate Planning Law Center

What Estate Planning Law Center does

Estate Planning Law Center is a privately held U.S. law firm headquartered at 555 French Road in New Hartford, New York, that provides estate planning, asset protection, Medicaid qualification, special needs planning, probate and trust administration, veteran benefits, and business succession services primarily to families and individuals in Central and Upstate New York. The firm was founded by David J. Zumpano, CPA, Esq. and operates with a team of approximately 17 staff, including partners, attorneys, paralegals, and dedicated functional roles in operations, finance, HR, and marketing.

The firm's core product is structured around the proprietary TLC (Thorough–Lifetime–Complete) planning process and two registered/published IP assets: the iPug Protection Trust (a branded asset protection vehicle) and a patented Medicaid eligibility software for qualification planning. Service delivery follows a four-step methodology (Workshop → Vision Meeting → Design Meeting → Signing Meeting) and is extended through a free DIY Masterclass and a self-paced on-demand digital workshop course hosted on Kajabi. Products span Wills, Trusts, Asset Protection, Tax Planning, Charitable Giving, Medicaid Qualification, Pooled Trusts, Special Needs Trusts, Veteran Aid & Attendance planning, and Crisis Planning services for clients facing immediate nursing home or hospital discharge scenarios.

Revenue is generated through professional service fees for full estate planning engagements, supplemented by an annual subscription recurring revenue stream via The Legacy Club membership program that provides ongoing plan reviews and priority access. Customer acquisition is event-driven and workshop-first, combining free in-person workshops, live Zoom sessions, and on-demand digital courses as the top-of-funnel channel, supported by content marketing, email, organic social, community sponsorship, and a referral network of CPAs, financial advisors, bankers, insurance agents, and other attorneys. The firm holds founding membership in the Lawyers with Purpose national law firm network and is positioned as a model law firm within that ecosystem. Legal service pricing is quote-based and not publicly disclosed; workshop attendance is free.

Name

Estate Planning Law Center

Legal name

Estate Planning Law Center

Website

https://eplawcenter.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Estate Planning Law Center is a privately held New Hartford, NY law firm providing estate planning, asset protection, and Medicaid qualification services to families across Central and Upstate New York, using a workshop-first GTM model and proprietary iPug Protection Trust and patented Medicaid software.

Ownership category

akta.pro rank

Product category

Estate Planning and Elder Law Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411)

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

SECONDARYFSAAANAE

Estate Administration & Probate Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

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

Keywords

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

Headquarters

HQ city

New Hartford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Legal Services - Estate Planning: Attorney fees for comprehensive estate planning services including wills, trusts, Medicaid planning, probate administration, asset protection, and special needs planning.
2. Legacy Club Membership: Annual maintenance program offering ongoing plan reviews, priority access to legal team, educational events, and exclusive member resources to keep estate plans current.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Estate Planning Law Center is a specialized estate planning and elder law firm that drafts wills, trusts, and asset protection plans, and provides Medicaid planning, probate/trust administration, special needs planning, veteran benefits planning, and business succession services. It delivers services through a four-step consultative process (Workshop, Vision Meeting, Design Meeting, Signing Meeting) and supports clients post-engagement via The Legacy Club membership and TLC Maintenance Program, using proprietary tools including the iPug Protection Trust and patented Medicaid eligibility software.

Product overview

Estate Planning Law Center is a specialized law firm offering a comprehensive suite of estate planning and elder law services. The core offerings include Estate Planning (Wills, Trusts, Asset Protection, Tax Planning), Medicaid Planning (qualification, home care, nursing home costs), and Special Needs Planning. The firm offers exclusive products including the iPug Protection Trust and patented Medicaid eligibility software. Services are delivered through a Four Pillars Workshop model (Traditional In-Person Workshop, Virtual Workshop, Digital On-Demand Course, DIY Masterclass), with ongoing client support through The Legacy Club membership program and TLC Maintenance Program. The firm also provides Crisis Planning Services for clients facing immediate legal situations.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Services Comprehensive estate planning for individuals and families, including Wills, Trusts, Power of Attorney, Health Care Proxy/Living Will, and specialized plans for blended families, single/unmarried couples, LGBT individuals, widows/widowers, and pet owners. Designed for households needing a complete, customized plan covering incapacity and post-death asset distribution.
• Medicaid Planning Pre-crisis and crisis Medicaid planning to protect assets from nursing home costs while qualifying for Medicaid, including at-home care planning, nursing home cost coverage, Medicaid Qualification assistance, and Pooled Trust options. Targeted at seniors and families facing or anticipating long-term care expenses.
• Probate and Trust Administration Post-death administration of estates and trusts, navigating probate court processes and managing trust distributions for families after the death of a loved one.
• Special Needs Planning Planning for families with special needs members, including drafting Special Needs Trusts to preserve government benefit eligibility while maximizing the beneficiary's quality of life.
• Veteran Benefits Planning Assistance for veterans and their families in accessing benefits including the VA Aid and Attendance Pension Program to help pay for long-term care costs.
• Business Succession Planning Protection of business interests and continuity planning in the event of owner incapacity or death, including tax-efficient sale options and generational transfer strategies for business owners.
• iPug Protection Trust Exclusive asset protection trust offered by the firm to shield assets from lawsuits, creditors, predators, and long-term care costs while qualifying for Medicaid. Available only through Estate Planning Law Center.
• Online Legal Documents Digital estate planning document service provided through a partnership with Aturna, allowing clients to access and complete legal documents online.
• The Legacy Club Membership Annual membership program for clients who have completed their estate plan, providing plan reviews, priority access to the legal team, educational events, and exclusive member resources to keep plans current.
• TLC Maintenance Program Ongoing Thorough-Lifetime-Complete maintenance program ensuring estate plans remain current with life changes and legal updates for active clients.
• Crisis Planning Services Emergency legal services for clients facing immediate needs including nursing home admission, hospital discharge, catastrophic illness, accessing decedent assets, and home care funding.

Named customers6 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Lawyers with PurposecoreStrategic or Co-development PartnerFounding member of Lawyers with Purpose network. Shared infrastructure including finance services (Director of Finance email uses @lawyerswithpurpose.com) and HR resources. Model law firm designation within the network serving hundreds of firms across the United States.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• FreeWill: Free online will and estate planning platform used by consumers and nonprofits. Overlaps with EPLC's DIY Masterclass and on-demand workshop channel, addressing the same basic-estate-document need at zero cost.
• Rocket Lawyer: Subscription-based online legal services platform offering wills, POAs, and attorney consultations. Competes with EPLC for small-business and family legal work, including subscription tiering that parallels the Legacy Club membership model.
• LegalZoom: National online legal services platform offering wills, trusts, and estate planning documents directly to consumers. Competes on the DIY/self-serve end of the same estate-planning spectrum EPLC serves at the premium advisory end, including a partnership with Aturna that EPLC also resells.
• Trust & Will: Online estate planning service providing wills, trusts, and related documents via a guided digital experience. Targets the same end-customer need (protecting assets and family) and competes for price-sensitive consumers who might otherwise attend EPLC's free workshops.
• Nolo: Long-standing consumer legal information and document service covering wills, trusts, estate planning, and elder law. Targets a similar DIY-oriented customer segment with books, forms, and attorney directories.
• LegalShield: Subscription legal services plan providing members with access to attorneys for wills, POAs, and estate matters. Its recurring-membership structure is the closest mass-market analog to EPLC's Legacy Club subscription layer.

Emerging players

• Wealth.com: B2B estate planning platform built for financial advisors and wealth management firms. Competes in the same estate-planning category but serves the professional-advisor channel rather than directly competing for the same end consumer.
• Vanilla: Estate planning software and document automation platform used by financial advisors and legal professionals. Closely related to EPLC's TLC/Four Pillars methodology, providing digital infrastructure that could be adopted by competing law firms.

Others

• Lawyers with Purpose: Network of estate planning and elder law firms of which EPLC is a founding member and model firm. Not a direct competitor — provides shared infrastructure (Finance, HR) and a distribution channel to hundreds of firms — but shapes the strategic options and constraints for EPLC.
• Medicaid Practice Systems: Medicaid planning membership and trust-authorization network referenced as providing EPLC with exclusive trust authorizations. Adjacent ecosystem player whose policies affect EPLC's Medicaid practice differentiation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/EPLawCenter13413
• LinkedInlinkedin.com/company/estate-planning-law-center

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Estate Planning Law Center