Legacy Design Strategies

What Legacy Design Strategies does

Legacy Design Strategies, L.L.C. is a privately held boutique law firm headquartered in Omaha, Nebraska, with additional offices in Minot, North Dakota and Iowa Falls, Iowa. Founded by Andrew C. Sigerson, who has focused his practice on estate and business planning since 1999, the firm operates exclusively in estate planning, elder law, Medicaid planning, business succession, and trust/probate administration. It self-describes as the largest elder law firm in the country dedicated solely to elder law and estate planning, and serves clients across roughly 10 states with primary depth in the Midwest.

The firm's core service lines are Estate Planning (wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives), Medicaid Planning (long-term-care and crisis Medicaid eligibility, including emergency planning that the firm states saves roughly 50% of client assets in such cases), Trust Administration and Probate, and Business Planning and Succession Planning (including specialized farm/ranch succession for multi-generational agricultural families and charitable planning). Differentiation rests on a single-practice-area focus, a Signature Legacy Planning three-phase process with an ongoing LifeTime Legacy update program, and core memberships in WealthCounsel, ElderCounsel, and the National Network of Estate Planning Attorneys.

The business model is professional services revenue billed through complimentary initial consultations followed by retainer agreements and capped fees with detailed cost disclosures for estate settlement work. Go-to-market combines sales-led consultative intake with event-driven lead generation (free masterclass webinars, blog, newsletter, video series) and a referral channel driven by CPAs, financial planners, and insurance professionals. The team consists of seven attorneys plus approximately 15 paralegals, legal assistants, funding specialists, and administrative staff, with partners Ross M. Berg and Andria L. Mueller holding equity. There is no external institutional ownership, no funding activity, and no disclosed revenue.

Name

Legacy Design Strategies

Legal name

Legacy Design Strategies, L.L.C.

Website

https://ldstrategies.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Legacy Design Strategies is a Midwest boutique law firm that focuses exclusively on estate planning, elder law, Medicaid planning, business succession, and trust/probate administration for individuals, families, farms, and high-net-worth households across roughly ten states.

Ownership category

akta.pro rank

Product category

Estate Planning and Elder Law Legal Services

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate Planning, Trust Structuring & Governance (FSAAADAF), Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

• Estate planning services
• Elder law services
• Medicaid planning
• Trust administration
• Business succession planning

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Legal Consulting Services: Professional legal services billed through consultation fees and retainer agreements. Services include estate planning, Medicaid planning, business succession planning, and trust/probate administration.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Legacy Design Strategies is a boutique law firm providing estate planning, Medicaid planning, trust and probate administration, and business succession planning services to individuals, families, business owners, and farm/ranch owners. The firm delivers these services through three offices (Omaha, NE; Minot, ND; Iowa Falls, IA) using a Signature Legacy Planning process that combines wills, trusts, powers of attorney, advance healthcare directives, Medicaid eligibility strategies, and farm/ranch succession planning.

Product overview

Legacy Design Strategies is a law firm providing estate planning and elder law services across Nebraska, Iowa, and North Dakota through four interconnected practice areas: Estate Planning (wills, trusts, powers of attorney), Medicaid Planning (long-term care and eligibility strategies), Trust Administration & Probate (estate settlement and trust management), and Business Planning & Succession Planning (business transitions for family businesses, farms, and ranches). The firm operates three office locations—Omaha, NE (main office), Minot, ND, and Iowa Falls, IA—with a team of seven attorneys and multiple paralegals and support staff. The practice areas are designed to work together holistically, with estate plans often incorporating business succession elements and Medicaid planning integrated with trust structures. Specialized services include farm and ranch succession, charitable planning, and guardianship.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning

Quantifiable outcome

• Approximately 50% of assets saved for clients needing emergency Medicaid planning

Named customers2 records

Segments4 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 core.

• WealthCounselcoreOthersNational organization of estate planning attorneys. Member firm providing access to advanced estate planning strategies, legal resources, and professional development in estate and business planning.
• ElderCounselcoreOthersNational organization focused on elder law and Medicaid planning. Member firm providing resources and strategies for long-term care and elder law matters.
• National Network of Estate Planning Attorneys (NNEPA)coreOthersPast board member organization. National network providing estate planning attorneys with collegial relationships, educational resources, and best practices sharing. Andrew Sigerson served on the national board.
• Professional Advisors (CPAs, Financial Planners, Insurance Professionals)coreGTM or Marketing PartnerCollaborative relationships with Certified Financial Planner practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors. Works within team environment to provide comprehensive estate plans for mutual clients through joint marketing and client education efforts.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• FreeWill: Tech-enabled estate planning platform providing free wills and charitable planning tools, partnering with nonprofits and advisors. Competes with legacy law firms on basic will/trust documents and is increasingly moving upmarket into more complex planning.
• Cake (end-of-life planning): Digital end-of-life and estate planning platform with content, checklists, and connections to attorneys. Comparable because it targets the same retirement-age consumers and competes for the top-of-funnel estate planning engagement.
• Trust & Will: Online estate planning platform offering wills, trusts, and related documents at lower price points than traditional law firms. Directly comparable service category serving overlapping end-clients (individuals and families needing wills/trusts), but operating via a tech-enabled self-service model rather than attorney-led consultations.

Broad incumbents

• LegalZoom: Large online legal services platform offering wills, LLC formation, and estate planning documents at standardized pricing. Broad incumbent in the same end-customer category (small-business and family estate planning) at significantly lower price points, applying pressure on commoditized portions of the legal market.
• Edward Jones: Large U.S. wealth advisory and brokerage firm with a national network serving retirees and family wealth transfer clients; offers estate planning referrals and partner attorneys through its financial advisor channel. Compares via overlapping customer base (Midwest retirees and farm families) and advisor-referral pathway.
• Rocket Lawyer: Subscription-based online legal platform offering wills, business formation, and on-call attorney consultations. Overlaps with Legacy Design Strategies on affordable will/trust creation and basic business succession documents for small businesses and families.

Others

• Naegeli Deposition & Court Reporting: Boutique Midwest legal services firm model but in a different category (deposition/court reporting). Listed only as a regional service-provider comparators for boutique Midwest law firm scale/headcount; limited comparability beyond geography and structure.

Direct peers

• Farr Law Firm: Boutique elder law and estate planning firm in Virginia. Comparable boutique law firm model with similar narrow practice focus, multi-attorney team, and education-led GTM for Medicaid and estate planning clients.
• Wealth.com: Estate planning platform built for financial advisors to deliver estate plans to clients, including digital intake, document generation, and ongoing maintenance. Compares directly to Legacy Design Strategies' advisor-referral GTM and ongoing legacy program, but executes at greater scale via software.

Regional players

• Heritage Financial Advisors: Midwest-focused financial advisory firm offering estate, tax, and retirement planning to high-net-worth families. Comparable customer overlap with Legacy Design Strategies' estate planning segment and similar geography (Nebraska/Iowa/Midwest farm and business owner clients).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/L_D_Strategies

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Legacy Design Strategies