Covert Law
Covert Law is a Florida estate planning and estate administration law firm serving individuals and families from four offices across the state's Gulf Coast, offering wills, trusts, elder law Medicaid planning, and probate services supported by encrypted client portals.
- Company typePrivate
- Founded1976
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Covert Law does
Covert Law, legally Neil R. Covert, P.A., is a Florida-based estate planning and estate administration law firm founded in 1976 and headquartered in Clearwater with regional offices in Lakewood Ranch (Sarasota), Fort Myers, and Naples. The firm serves individual clients and families across Florida with three core practice areas — Estate Planning (wills, trusts, healthcare documents, asset alignment, and an Emergency Health Care 3-Minute Access fax workflow), Advanced Elder Law Planning (Medicaid qualification, nursing home asset protection, proprietary trusts), and Probate & Trust Administration (weekly update reports and monthly live webinars). Underlying technology is centered on a set of proprietary Private Client Portals (Client, Administration, and Beneficiary variants) with bank-level encryption, supplemented by an extensive content marketing footprint including 21 continuing-education courses for CPAs and financial advisors, free public workshops, and a large blog. The business model is professional-services fee-for-service, primarily hourly, flat-fee, or statutory percentage-of-estate (approximately 3% for Florida probate and 2.25% for trust administration), with an add-on Family Care Program that bundles lifetime free updates and firm access into an annual retainer-like relationship. Customer acquisition is sales-led and channel-diversified across direct phone (1.800.660.7564), website and workshop funnels, professional advisor referrals, and four physical offices concentrated in Florida's Gulf Coast retirement corridors.
Covert Law firmographics
Firmographics- Name
- Covert Law
- Legal name
- Neil R. Covert, P.A.
- Website
- https://covertlaw.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Covert Law is a Florida estate planning and estate administration law firm serving individuals and families from four offices across the state's Gulf Coast, offering wills, trusts, elder law Medicaid planning, and probate services supported by encrypted client portals.
- Ownership category
- akta.pro rank
Covert Law industry classification
Industry- Product category
- Estate Planning Legal Services
- NAICS
- Offices of Lawyers (541110), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Family & Private Client (Trusts & Estates) Law (BPAHAAAK)
- akta.pro secondary industries
- Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate & Probate Administration Services (FSAEAKAD), Estate Administration & Probate Services (FSAAANAE)
Keywords
Where Covert Law is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Covert Law business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Legal Services - Estate Planning: Attorney fees for estate planning services including Will and Trust preparation, asset alignment, and family care programs. Fees likely hourly or flat-fee arrangements typical of law firms.
- Legal Services - Elder Law Planning: Fees for advanced elder law planning including Medicaid qualification, nursing home protection, and trust planning techniques.
- Probate & Trust Administration: Estate administration services through probate court and trust administration, with fees typically calculated at approximately 2.25-3% of estate value or hourly billing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Legal services fee structure based on Florida statutory guidelines |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Covert Law product offering
Product offeringCore offering
Florida-based law firm providing estate planning, advanced elder law planning, and probate/trust administration legal services to individuals and families. The firm drafts wills, revocable living trusts, irrevocable trusts (including the Advanced Family Protection Trust, Irrevocable Income Trust, Medicaid Asset Protection Trust, and Special Needs Trust), health care documents, and durable powers of attorney to shield assets from creditors, lawsuits, divorces, and long-term care/nursing home costs. Complementary offerings include Asset Alignment and a Family Care Program providing ongoing client support.
Product overview
Covert Law is a Florida law firm providing estate planning and estate administration legal services through a unified practice focused on protecting family assets across generations. The firm's core offerings include Estate Planning services (Will and Trust planning, Health Care Documents, Emergency Health Care 3 Minute Access), Advanced Elder Law Planning (nursing home asset protection, Medicaid qualification, specialized trusts), and Probate & Trust Administration. These core services are supported by add-on offerings including the Family Care Program for ongoing plan maintenance and Asset Alignment for proper beneficiary designation. Client service is delivered through proprietary Private Client, Administration, and Beneficiary Portals with bank-level encryption.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 100% protection of Children's Inheritances from their Divorces, Lawsuits, etc.
- +2 more outcomes
Companies that use Covert Law
Customer profileSegments3 records
Ideal customer profiles3 records
Covert Law technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Covert Law partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- WealthCounsel LLCminorProfessional membership organization for estate planning attorneys providing access to resources, document templates, and professional network for Covert Law's practice.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Covert Law competitors and assessment
Company assessmentEmerging players
- FreeWill: FreeWill is an online estate planning tool that generates wills for free and offers paid trust products, serving individuals seeking DIY estate planning. It competes for the same end customers as Covert Law's estate planning practice but with a self-service model.
- Wealth.com: Wealth.com is an estate planning technology platform that enables financial advisors to deliver estate planning to their clients, indirectly competing with Covert Law's CPA/financial advisor referral network by enabling advisors to handle basic planning in-house.
- Trust & Will: Trust & Will is an online estate planning platform offering will and trust products directly to consumers, targeting the same customer segment as Covert Law but with a fully digital delivery model that competes for younger and middle-market clients.
- Snug: Snug is an online estate planning startup that provides wills, trusts, and end-of-life planning through a digital platform, targeting the same Florida and national consumer estate planning market with a tech-first, lower-cost model.
Broad incumbents
- Rocket Lawyer: Rocket Lawyer is an established online legal services platform offering wills, trusts, and attorney consultations, competing for the same consumer estate planning demand as Covert Law with a hybrid self-service and attorney-assisted model.
- LegalZoom: LegalZoom is a large online legal services platform offering self-service estate planning documents (wills, trusts, LLCs) at lower price points, serving the same end market as Covert Law but via a scalable, tech-enabled model rather than bespoke attorney services.
Direct peers
- The Karp Law Firm, P.A. The Karp Law Firm is a Florida-based estate planning and elder law firm that similarly focuses on wills, trusts, Medicaid qualification, and probate administration for Florida residents, operating as a comparable small-to-mid practice in the same niche.
- Politis & Mathews, P.A. Politis & Mathews is a Florida-based estate planning and elder law firm providing comparable services in wills, trusts, probate, and Medicaid planning, serving the same regional customer base with similar attorney-led delivery.
- Morgan Legal Group, P.C. Morgan Legal Group is a multi-office estate planning and elder law firm serving Florida and New York, with comparable practice areas (wills, trusts, probate, Medicaid planning) and a similar family-run professional corporation structure.
- Legacy Planning Law Group: Legacy Planning Law Group is an estate planning and elder law firm offering comparable services in wills, trusts, Medicaid planning, and probate, with similar advisor-referral-driven GTM motion targeting Florida and adjacent markets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Covert Law social profiles
Digital presenceCovert Law financial estimates
Financial estimateRevenue estimate
Valuation estimate
Covert Law leadership team
Management profileNumber of profiles
Profiles2 records
Covert Law funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Covert Law M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Covert Law
What does Covert Law do?
Florida-based law firm providing estate planning, advanced elder law planning, and probate/trust administration legal services to individuals and families. The firm drafts wills, revocable living trusts, irrevocable trusts (including the Advanced Family Protection Trust, Irrevocable Income Trust, Medicaid Asset Protection Trust, and Special Needs Trust), health care documents, and durable powers of attorney to shield assets from creditors, lawsuits, divorces, and long-term care/nursing home costs. Complementary offerings include Asset Alignment and a Family Care Program providing ongoing client support.
Is Covert Law a public or private company?
Covert Law is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Covert Law founded?
Covert Law was founded in 1976. It employs 11 to 50 people.
Where is Covert Law based?
Covert Law is headquartered in Miami, United States, in the North America region.
How does Covert Law make money?
Three revenue lines are on record. Legal Services - Estate Planning is the primary driver. The others are legal Services - Elder Law Planning and probate & Trust Administration.
Who are Covert Law's main competitors?
Emerging players on record are FreeWill, Wealth.com, Trust & Will and Snug. Broad incumbents are Rocket Lawyer and LegalZoom. Direct peers are The Karp Law Firm, P.A., Politis & Mathews, P.A., Morgan Legal Group, P.C. and Legacy Planning Law Group.
Does Covert Law have an API?
No public API is recorded for Covert Law.
What industry is Covert Law in?
Covert Law's product category is Estate Planning Legal Services. Its primary akta.pro industry code is BPAHAAAK, Family & Private Client (Trusts & Estates) Law, with a secondary code of FSAEAKAC, Estate Planning & Trust Structuring Advisory. Its NAICS code is 541110 and its SIC code is 8111.