Simmons & Schiavo

What Simmons & Schiavo does

Simmons & Schiavo, LLP is a Massachusetts-based estate planning and elder law firm operating as a Limited Liability Partnership from its headquarters in Woburn with a secondary by-appointment office in Quincy. Founded in 2004 and operating with 1-10 employees (four named attorneys: founding partners Kenneth J. Simmons, Jr. and Marco A. Schiavo plus associate attorneys Joseph Sciabica and John E. Zuccaro III), the firm delivers professional legal services across wills, revocable and irrevocable trusts, healthcare proxies, powers of attorney, probate, trust administration, Medicaid applications, business succession planning, charitable planning, and asset protection. The founding partners hold a combined 40+ years of experience in elder law and estate planning, which is the firm's primary differentiating credential.

The firm's core product surface is service-delivery-based rather than technology-based. The technology layer consists of a proprietary Emergency Medical Document Portal providing 24/7 client access to critical documents, plus the 'Client Care Program,' 'Unique Estate Planning Process,' and 'Unique Estate Settlement Process' — proprietary engagement methodologies that codify the firm's advisory approach. No API, SDK, or AI/ML capabilities are disclosed.

Commercially, Simmons & Schiavo generates revenue through quote-based legal consultations, project-based and hourly billable engagements, and ongoing trust administration and probate representation services. The go-to-market is consultative, combining content-led top-of-funnel marketing (blog, podcast series 'The Great Balancing Act,' eBooks, videos, downloadable guides, social media across five platforms, email newsletter, SMS) with bottom-of-funnel attorney referrals, particularly from real estate attorneys. Customer segments are individual and family consumers — primarily high-net-worth households, business owners, elder law clients, blended families, and vacation home owners in Greater Boston suburbs — with no enterprise accounts, no recurring SaaS-like contracts, and no public disclosure of revenue, funding, or external investment.

Name

Simmons & Schiavo

Legal name

Simmons & Schiavo, LLP

Website

https://sslawoffices.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Simmons & Schiavo, LLP is a Massachusetts estate planning and elder law firm in Woburn serving high-net-worth individuals, families, and business owners across Greater Boston with wills, trusts, probate, Medicaid planning, and business succession services delivered by four attorneys.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industries

Estate Administration & Probate Services (FSAAANAE), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

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

Headquarters

HQ city

Woburn

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Legal Consultation Services: Initial and ongoing legal consultations for estate planning, elder law, probate, trust administration, and related matters. Revenue generated through billable hours or fixed-fee arrangements for specific services.
2. Estate Planning Document Preparation: Preparation of wills, trusts (revocable and irrevocable), healthcare proxies, powers of attorney, and other estate planning documents. Typically structured as project-based or service-specific fees.
3. Trust Administration: Ongoing administration of trusts including asset management, beneficiary distributions, and compliance with trust terms and Massachusetts law.
4. Probate and Estate Settlement: Legal representation during probate proceedings and estate settlement, including court filings, asset valuation, debt payment, and distribution to beneficiaries.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels14 records

Core offering

Simmons & Schiavo is a Massachusetts-based estate planning law firm that provides legal services in asset protection, trust creation and administration, probate, estate settlement, business succession planning, charitable planning, wealth preservation, and Medicaid applications. The firm serves individuals, families, and business owners primarily in Massachusetts through its offices in Woburn and Quincy.

Product overview

Simmons & Schiavo, LLP is a Massachusetts estate planning law firm offering legal services rather than a technology product. The firm provides comprehensive estate planning legal services including Asset Protection, Business Succession Planning, Charitable Planning, Estate Settlement, Medicaid Applications, Probate, Trusts (Irrevocable Trusts and Revocable Living Trusts), and Wealth Preservation. These services are delivered through traditional legal counsel engagements and supported by a client portal for emergency medical document access.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Protection Legal services designed to shield client assets from creditors, lawsuits, and other potential claims through legal structures and planning strategies, primarily for individuals, families, and business owners.
• Business Succession Planning Legal planning service that helps business owners transition ownership and operations of their businesses to successors, ensuring continuity and minimizing tax burdens.
• Charitable Planning Legal services that structure charitable giving through trusts, foundations, and other vehicles to maximize philanthropic impact and tax efficiency for high-net-worth individuals and families.
• Estate Settlement Services Post-mortem legal services that administer and settle a decedent's estate, including asset distribution, debt resolution, and final tax filings, guided by the firm's proprietary Unique Estate Settlement Process.
• Medicaid Applications Legal assistance for seniors and their families applying for Medicaid benefits, including long-term care planning and asset preservation strategies.
• Probate Services Legal representation and guidance through the probate court process for validating wills, distributing assets, and settling estates of deceased individuals.
• Irrevocable Trusts Legal drafting and creation of irrevocable trust vehicles for asset protection, tax reduction, and Medicaid planning, where the trust terms cannot be modified after execution.
• Revocable Living Trusts Legal drafting and creation of revocable living trusts that allow grantors to retain control over assets during their lifetime while streamlining post-mortem asset distribution and avoiding probate.
• Wealth Preservation Comprehensive legal planning services designed to protect, manage, and transfer client wealth across generations through coordinated estate, tax, and asset protection strategies.
• Emergency Medical Document Portal A secure client portal that gives clients access to and storage for critical medical and legal documents for use during emergencies, included as part of the firm's ongoing client services.

Quantifiable outcome

• Probate avoidance allowing beneficiaries to quickly receive financial resources after death
• +3 more outcomes

Named customers5 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

Feature4 records

Partnerships

One partnership is on record.

• Province Mortgage Associates, Inc.minorStrategic or Co-development PartnerProvince Mortgage Associates, Inc. is a mortgage advisory firm. Partner John Faria, Senior Mortgage Advisor, appeared as a guest on the Simmons & Schiavo 'The Great Balancing Act' podcast to discuss home buying pre-approval processes. This partnership provides educational content to Simmons & Schiavo clients on mortgage-related topics that intersect with estate planning (such as home purchases, property protection, and financial planning). The collaboration offers Simmons & Schiavo clients valuable information about mortgage qualification aspects including income, assets, and credit requirements.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• FreeWill: A digital estate planning platform that helps consumers create wills and basic estate plans at no cost, partnering with nonprofits for charitable giving flows. It competes with Simmons & Schiavo for the same Massachusetts consumer seeking simpler estate plans, though it does not provide the firm's bespoke elder law and Medicaid planning capabilities.
• Wealth.com: An estate planning technology platform serving financial advisors and their clients with digital estate plans and trusts. Comparable because it targets the same end-customers and uses technology to commoditize parts of the estate planning workflow that Simmons & Schiavo delivers through attorney-led consultations.
• Trust & Will: An online estate planning platform offering wills, revocable living trusts, and related documents directly to consumers. It is comparable because both serve individuals and families seeking standardized and customized estate plans, though Trust & Will delivers primarily through a digital self-serve model rather than attorney consultations.

Broad incumbents

• LegalZoom: A large online legal services platform offering wills, LLC formation, and other legal documents to consumers and small businesses. It is comparable because it operates in the same end-customer market for estate planning documents, but LegalZoom serves a much broader geographic and product footprint.
• Rocket Lawyer: A subscription-based online legal services platform providing wills, business formation, and attorney consultations. Comparable to Simmons & Schiavo for the consumer-focused estate planning use case, while offering a much wider legal services portfolio nationally.
• Carson Wealth: A national wealth management firm that includes estate planning as part of its integrated financial advisory offering. Comparable because both serve HNW individuals and families needing coordinated wealth and estate plans, though Carson delivers through a national advisor network rather than a single Boston-area firm.

Direct peers

• Estate Planning Lawyers Network: A network and lead-generation platform for consumer-facing estate planning law firms across the U.S. Comparable because it aggregates and markets the kind of boutique estate planning services Simmons & Schiavo offers, potentially serving as both a competitor and a marketing channel.
• Bluestein Law Firm: A regional estate planning law firm serving Massachusetts and New Hampshire clients with wills, trusts, probate, and Medicaid planning services. Directly comparable because both are boutique estate planning practices in Massachusetts targeting HNW families with similar service offerings.
• Keystone Law Estate Planning: A Massachusetts-based law firm focusing on estate planning, elder law, and probate services. Comparable as a direct competitor in the same New England geography for the same trust, estate, and Medicaid planning use cases.

Regional players

• Heritage Wills & Trusts (Heritage Estate Planning): A regional estate planning law practice serving comparable HNW individuals with wills, trusts, and probate services. Relevant as a similarly positioned boutique operator in estate planning, though specifics of overlap depend on its geographic footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SimmonsSchiavo
• YouTubeyoutube.com/@simmonsschiavo
• Facebookfacebook.com/SimmonsSchiavo
• LinkedInlinkedin.com/company/simmons-&-schiavo-attorneys-at-law
• Instagraminstagram.com/simmonsandschiavo

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Simmons & Schiavo