Kaiser Law Group
- Company typePrivate
- Founded2007
- HeadquartersLong Beach, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Kaiser Law Group firmographics
Firmographics- Name
- Kaiser Law Group
- Legal name
- Kaiser Law Group
- Website
- https://kaiserlg.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Kaiser Law Group industry classification
Industry- Product category
- Estate Planning Legal Services
- NAICS
- Offices of Lawyers (541110)
- akta.pro primary industry
- Family & Private Client (Trusts & Estates) Law (BPAHAAAK)
- akta.pro secondary industry
- Estate Planning, Trust Structuring & Governance (FSAAADAF)
Keywords
Where Kaiser Law Group is headquartered
LocationHeadquarters
- HQ city
- Long Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Kaiser Law Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Legacy Program Subscription: Ongoing annual client membership program providing continuous estate planning support, asset alignment, document updates, and advisor coordination. The program is described as the core recurring revenue driver for the firm, with members receiving ongoing reviews and paralegal support.
- Estate Planning Legal Services (One-Time Projects): Traditional legal service engagements for document drafting, trust creation, and plan updates outside the Legacy Program. Non-members are quoted $5,000+ for even minor estate plan changes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Legacy Program membership — ongoing retainer covering asset alignment, document updates, family meetings, and advisor coordination. |
| One time/ perpetual license | Pay-as-you-go | Non-Legacy Program estate planning services — project-based legal fees. |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Kaiser Law Group product offering
Product offeringCore offering
Kaiser Law Group is a boutique estate planning law firm in Long Beach, California that provides comprehensive estate planning, trust administration, and probate services to individuals, families, and small business owners. Its flagship offering is the Legacy Program, a subscription-based estate planning membership paired with the firm's Purposeful Planning Process, in addition to standalone wills, revocable and irrevocable trusts, healthcare directives, trust administration, and probate services.
Product overview
Kaiser Law Group is a boutique estate planning law firm offering legal services centered around its Legacy Program—a comprehensive, ongoing client care platform that combines estate planning document preparation with asset alignment services, trust administration, and family communication support. The firm's core offerings include estate planning (wills, trusts, healthcare documents), trust administration, and probate services. Key specialized products include Standalone Retirement Trusts (SRT) for protecting inherited retirement accounts and Discretionary/Continuing Trusts for protecting beneficiaries from creditors and divorce. The Legacy Program includes supplementary services such as Legacy Letters, Family Care Meetings, and healthcare documents for young adult dependents. All services are delivered through attorneys and specialized paralegals with a secure client portal through Actionstep.
Differentiator
Problem solved
Functional benefit
Products and services
- Legacy Program A subscription-based estate planning membership for individuals and families that bundles initial plan design with ongoing maintenance, updates, and ancillary services such as legacy letters and family care meetings.
- Estate Planning Services (Wills, Trusts, Healthcare Directives) Drafting of wills, revocable living trusts, irrevocable trusts, and healthcare-related incapacity documents (financial and medical powers of attorney, healthcare directives) for individuals, families, and small business owners.
- Trust Administration Services Administration of revocable and irrevocable trusts after death or during lifetime, including asset retitling, beneficiary notifications, and trustee support.
- Probate Services Representation of families in California probate court following the death of a loved one, including petition filing, inventory and appraisal, creditor handling, and final distribution of estate assets.
Quantifiable outcome
- Legacy Program members receive ongoing asset alignment reviews, institutional verifications from financial institutions, and proactive law/life change updates — reducing the risk of plan failure.
- +2 more outcomes
Companies that use Kaiser Law Group
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Kaiser Law Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Kaiser Law Group partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Halbert HargrovecoreCo-hosts educational webinars with Halbert Hargrove, a registered investment advisory firm. Senior Wealth Advisor Nick Strain and Curtis Kaiser co-present on estate and legacy planning topics. This partnership serves as a key referral channel and thought leadership platform, with Halbert Hargrove's advisors introducing their clients to Kaiser Law Group's services.
- TIGER 21minorKaiser Law Group is a member of TIGER 21, a peer network of successful entrepreneurs and executives. Membership provides access to high-net-worth individuals who are prospective clients and a platform for professional visibility.
- Purposeful Planning InstitutecoreCurtis Kaiser is a member and co-founder of the Southern California Chapter of the Purposeful Planning Institute, founded by John Warnick. The institute promotes Purposeful Planning philosophy addressing the 'softer' dimensions of estate planning (family communication, beneficiary preparation). This affiliation positions the firm as a thought leader in the Purposeful Planning movement.
- WealthCounselminorWealthCounsel is a national network of estate planning attorneys using collaborative, educational approaches to planning. Kaiser Law Group is a member, indicating adoption of WealthCounsel's document systems and best-practice frameworks.
- ProvisorsminorProvisors is a referral network of vetted financial advisors, attorneys, and other professionals. Kaiser Law Group maintains membership for referral generation within the professional advisory community.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Kaiser Law Group competitors and assessment
Company assessmentEmerging players
- Trust & Will: Trust & Will is a tech-enabled estate planning platform offering online will and trust creation with subscription-style updates, directly competing with Kaiser Law Group's Legacy Program concept but at much lower price points and without attorney-led consultations for affluent clients.
- FreeWill: FreeWill is a free online estate planning platform that generates wills and basic estate documents, often partnering with financial advisors and non-profits. It competes for the entry-level estate planning market that Kaiser Law Group's 'Millionaire Next Door' clientele might otherwise graduate into more sophisticated planning.
- Wealth.com: Wealth.com is an estate planning platform built for financial advisors, providing digital tools to help advisors deliver estate planning to their clients. It directly intersects with Kaiser Law Group's referral model with wealth managers like Halbert Hargrove, potentially disintermediating attorney-led advisory relationships.
- Gentreo: Gentreo is a digital estate planning platform offering wills, healthcare directives, and estate documents through a subscription model with secure storage. It is comparable as a lower-cost subscription-based alternative to Kaiser Law Group's Legacy Program.
Broad incumbents
- Rocket Lawyer: Rocket Lawyer is an online legal services subscription platform offering wills, estate planning, and access to attorneys. It overlaps with Kaiser Law Group's estate planning and subscription offerings but serves a broader, more transactional customer base.
- LegalZoom: LegalZoom is a large online legal services platform offering DIY wills, trusts, and LLC formation at lower price points than full-service law firms. It competes with Kaiser Law Group in the estate planning category by serving cost-sensitive consumers and small business owners, though without personalized attorney-led ongoing advisory relationships.
Others
- Avvo: Avvo is a legal marketplace that lists attorneys and offers legal Q&A, including estate planning topics. It serves as a discovery channel where prospective clients search for estate planning attorneys, potentially competing for Kaiser Law Group's organic inbound leads.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Kaiser Law Group compliance and trust
Trust signalCompliance1 record
Kaiser Law Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kaiser Law Group leadership team
Management profileNumber of profiles
Profiles1 record
Kaiser Law Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kaiser Law Group 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 Kaiser Law Group
What does Kaiser Law Group do?
Kaiser Law Group is a boutique estate planning law firm in Long Beach, California that provides comprehensive estate planning, trust administration, and probate services to individuals, families, and small business owners. Its flagship offering is the Legacy Program, a subscription-based estate planning membership paired with the firm's Purposeful Planning Process, in addition to standalone wills, revocable and irrevocable trusts, healthcare directives, trust administration, and probate services.
Is Kaiser Law Group a public or private company?
Kaiser Law Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Kaiser Law Group founded?
Kaiser Law Group was founded in 2007. It employs 1 to 10 people.
Where is Kaiser Law Group based?
Kaiser Law Group is headquartered in Long Beach, United States, in the North America region.
How does Kaiser Law Group make money?
Two revenue lines are on record. Legacy Program Subscription is the primary driver. The others are estate Planning Legal Services (One-Time Projects).
Who are Kaiser Law Group's main competitors?
Emerging players on record are Trust & Will, FreeWill, Wealth.com and Gentreo. Broad incumbents are Rocket Lawyer and LegalZoom. Avvo is listed as an others.
Does Kaiser Law Group have an API?
No public API is recorded for Kaiser Law Group.
What industry is Kaiser Law Group in?
Kaiser Law Group'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 FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 541110.