Elder Advisors Law

What Elder Advisors Law does

Elder Advisors Law, LLC is a Wisconsin-based law firm founded in 2016 that practices exclusively in asset protection, elder law, and estate planning. Its core services include wills, trusts, powers of attorney, advance directives, Medicaid pre-planning and crisis planning, VA benefits assistance, long-term care and estate/trust administration, special needs planning, and asset protection trusts. The firm operates two offices in Wisconsin — a headquarters in Janesville and a branch in Wales — and serves individual consumers and families rather than enterprise clients.

The firm differentiates through specialized talent: it employs Certified Dementia Practitioners and a Vietnam Era Veteran attorney with personal ties to the veteran community, addressing niche needs that general practitioners typically do not. Its products and services span traditional legal engagements plus an annual membership product, the TLC (Thorough, Lifetime & Complete) Maintenance Program, which provides ongoing document updates, newsletters, trust reviews, annual meetings, and special family pricing to convert one-time clients into recurring relationships. The firm also distributes free educational workshops twice monthly at both offices, community workshops near Wales three times a year, Lunch and Learn sessions at local businesses, and Elder Life Radio Shows, supported by a content library of blog posts and downloadable resource booklets.

The business model is professional services revenue from estate planning, elder law, and asset protection engagements, supplemented by recurring subscription revenue from the TLC membership. Pricing is not publicly disclosed; free workshops and downloadable guides serve as a top-of-funnel acquisition channel. The firm explicitly restricts practice to Wisconsin and reports no parent company, institutional investors, M&A activity, or external funding. Customer segments are consumer personas — families and individuals seeking estate planning, veterans, families with special needs members, seniors and their families, and the sandwich generation — supported by charitable community ties to the Alzheimer's Association, Boys & Girls Club of Janesville, and GIFTS Men's Shelter.

Name

Elder Advisors Law

Legal name

Elder Advisors Law, LLC

Website

https://elderadvisorslaw.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Elder Advisors Law is a Wisconsin-based law firm that provides asset protection, elder law, and estate planning services to individuals, families, seniors, veterans, and special-needs households from offices in Janesville and Wales, supplemented by a TLC annual maintenance membership.

Ownership category

akta.pro rank

Product category

Estate Planning and Elder Law Legal Services

NAICS

Offices of Lawyers (541110), Offices of Lawyers (54111)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Guardianship, POA & Legal/Advance Care Planning Coordination (HSABAIAJ), Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)

Keywords

• Estate planning
• Elder law
• Asset protection
• Medicaid planning
• Special needs trusts

Headquarters

HQ city

Janesville

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, Others

Revenue model

1. Legal Services - Estate Planning: Professional legal services for estate planning including wills, trusts, powers of attorney, and advance directives. Revenue generated through attorney consultation fees and legal document preparation services.
2. Legal Services - Elder Law: Elder law services including Medicaid pre-planning, crisis planning, VA benefits assistance, long-term care issues, and estate and trust administration.
3. Legal Services - Asset Protection: Asset protection services including special needs planning, asset protection trusts, IRA planning, and business planning to protect assets from government, nursing homes, and lawsuits.
4. TLC Maintenance Program Membership: Annual membership program providing ongoing client support including regular newsletters, re-authorization of documents, online portal access, law firm-initiated changes, trust reviews, disability panel assistance, family meetings, annual social events, and special pricing for family members. This creates recurring membership revenue.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Elder Advisors Law provides specialized legal services in three core practice areas: Asset Protection (trusts, IRA planning, business planning to shield assets from government, nursing homes, and lawsuits), Elder Law (Medicaid pre-planning and crisis planning, VA benefits assistance, long-term care issues, probate, estate and trust administration), and Estate Planning (wills, trusts, powers of attorney, advance directives). Supplementary offerings include Special Needs Planning and the TLC Maintenance Program, an annual membership providing ongoing document reviews, trust reviews, newsletters, and member-only portal access. Services are delivered by attorneys to individual consumers and families across Wisconsin from offices in Janesville and Wales.

Product overview

Elder Advisors Law is a legal services firm specializing in Asset Protection, Elder Law, and Estate Planning for clients in Wisconsin. The firm's core service areas include Asset Protection (trusts, IRA planning, business planning), Elder Law (Medicaid planning, VA benefits, long-term care), and Estate Planning (wills, trusts, powers of attorney, advance directives). The firm also offers supplementary services including Special Needs Planning, a TLC Maintenance Program membership for ongoing client support, free educational workshops, free downloadable resource booklets, online legal documents, and Elder Life Radio Shows. The firm operates from two Wisconsin offices in Janesville and Wales, serving clients across multiple practice areas through a combination of traditional legal services and client education programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Protection Legal strategies to safeguard client wealth from creditors, lawsuits, nursing home costs, and government claims for Wisconsin families and individuals, including asset protection trusts, IRA planning, and business planning.
• Elder Law Legal services addressing elder-law issues for older Wisconsin adults, including Medicaid pre-planning and crisis planning, VA benefits assistance, long-term care navigation, estate and trust administration, and probate.
• Estate Planning Comprehensive estate planning for Wisconsin families and individuals including power of attorney, last will and testament, trusts, and advance directives to protect assets and ensure wishes are carried out.
• Special Needs Planning Planning services for Wisconsin families with special-needs members, including special needs trusts designed to protect eligibility for government benefits such as SSI, SSDI, and Medicaid while providing supplemental support, plus trustee selection, guardianship, and letter of intent drafting.
• TLC Maintenance Program Annual membership program providing ongoing legal support to Elder Advisors Law clients, including regular newsletters, document re-authorization, online portal access, law firm-initiated changes, trust reviews, disability panel assistance, family meetings, annual social events, and special pricing for family members.
• Online Legal Documents Online legal document preparation service accessible through the Elder Advisors Law website for client convenience, complementing the firm's in-person legal services.

Quantifiable outcome

• Clients receive peace of mind and confidence that their assets are protected and their estate plans are properly executed.

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

Four partnerships are on record, tiered minor.

• GIFTS Men's ShelterminorOthersElder Advisors Law supports GIFTS Men's Shelter in Janesville through donations, volunteerism, and raising awareness. The shelter provides meals, mentorship, job training, and a path toward independence for men in Rock County. The firm encourages clients and community members to join in supporting this organization, particularly during the holiday season.
• Boys & Girls Club of JanesvilleminorOthersElder Advisors Law is a proud supporter of the Boys & Girls Club of Janesville, which provides after-school academic support, mentorship, and healthy meals for local youth. The firm participated in the annual golf fundraiser as a sponsor and fielded their own team. The Club helps hundreds of youth each year develop confidence, leadership, and resilience.
• Alzheimer's AssociationminorOthersElder Advisors Law supports the Alzheimer's Association through donations, community awareness efforts, and participation in events like the Walk to End Alzheimer's. This alignment reflects their mission to help families facing memory loss and elder care challenges.
• Lawyers with PurposeminorStrategic or Co-development PartnerThe Annual Practice Enhancement Retreat (TAPER), organized by Lawyers with Purpose, helps legal practitioners enhance their skills and improve practice management. Elder Advisors Law team members Doug and Tina were featured speakers at TAPER in October 2024, indicating professional development and thought leadership engagement.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Others

• WealthCounsel: Network and document drafting platform used by estate planning attorneys. Functions as an enabling ecosystem peer rather than direct competitor, but shapes the operational stack of comparable small law firms.
• Lawyers with Purpose: Network and practice-enhancement organization for elder law and estate planning attorneys; Elder Advisors Law's team are speakers at its TAPER retreats. Comparable as a peer ecosystem partner rather than direct competitor.

Emerging players

• Trust & Will: Online estate planning platform offering wills and trusts via guided digital workflows. Emerging competitor targeting the same DIY-inclined segment of Elder Advisors Law's customer base.

Direct peers

• Buchanan & Associates Elder Law: Midwest-focused elder law firm offering estate planning, Medicaid planning, and asset protection. Comparable practice areas and small-firm professional services delivery model.
• Farr Law Firm: Wisconsin-based elder law and estate planning firm serving similar client segments (Medicaid planning, estate planning, special needs trusts). Highly comparable given shared geography, practice mix, and SMB consumer focus.
• Milestone (elder law firm): Asset protection and elder law firm specializing in Medicaid planning, VA benefits, and estate planning for seniors and families. Directly comparable on service mix and target demographic.
• Wilson Elder Law: Elder law and estate planning firm serving seniors and families with Medicaid planning, wills, and trusts. Comparable in services and customer base.

Broad incumbents

• LegalZoom: National online legal services platform offering wills, trusts, and business formation documents. Not a direct elder law peer but a broad incumbent competing for the same SMB/consumer estate planning customers, particularly on price.

Regional players

• Cedar Valley Hospice & Home Health: Regional Wisconsin aging-care provider serving overlapping elderly clients and families in the Janesville/Wales corridor. Adjacent rather than directly competing, but a natural referral partner/peer in the local elder-care ecosystem.

Market position

Strengths1 record

Competitive moat4 records

Key risks4 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/elder-advisors-law

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Elder Advisors Law