Kaiser Law Group

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

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

• Estate planning
• Trust administration
• Probate services
• Legacy planning
• Asset protection

Headquarters

HQ city

Long Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. 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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core 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

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• Halbert HargrovecoreStrategic or Co-development PartnerCo-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 21minorOthersKaiser 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 InstitutecoreStrategic or Co-development PartnerCurtis 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.
• WealthCounselminorStrategic or Co-development PartnerWealthCounsel 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.
• ProvisorsminorGTM or Marketing PartnerProvisors 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

Emerging 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

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Kaiser Law Group